Quarterly Sales Report Template

The way that a company is performing is something that is very important. It helps in designing policies that allow for success to occur. If a company is not going well, then decisions can be made to help it out.

What is the Quarterly Sales Report Template?

Looking at it simply, a Quarterly Sales Report template shows whether the sales of a company during a quarter tend to be increasing or decreasing. It is proof of the way that a company is performing. A quarterly sales report is able to document the sales figures that are related to 4 months.


What to Include in the template?

If you need to make a Quarterly Sales Report Template you can consider the below points:

  • Microsoft Excel– Use Microsoft Excel to make this template in. You can record multiple product names, particularly with quarterly sales figures. This report can then automatically display your collected information within a pie chart.
  • Heading– Choose a heading for the template. It can be the name of your company and when the report is for.
  • Product– In the table, you will fill in the product column. It will include those products that you sell. Simply write the name of the product like Glass, Tiles, Pens, etc.
  • Quarterly– The next columns will be Qtr 1, Qtr 2, Qtr 3, and Qtr 4. In these, you will need to state for how much the product was sold. Type these figures in the correct next to the product so that no mistake occurs.
  • Pie chart– You will get a pie chart that shows the products sold. The key to the pie chart will tell which color represents which product.
  • Format– You can format the pie chart so that it looks presentable. Make it look good.

Advantages of a Quarterly Sales Report:

The advantages of a Quarterly Sales Report are:

  • Allows one to view the progress that a company has.
  • This report displays the result within a pie chart that is simple to understand by everyone.
  • Sales managers of a particular company can analyze the report carefully during any time of the quarter so as to figure out how the company is functioning during a quarter. It will let them know how it can deliver in the future as well.
  • Managers can chalk out a plan that helps in improving activities according to the requirements of the company.
  • It shows how customers are behaving towards products and services provided by a company.

Final Words:

A Quarterly Sales Report is a very important report for a company. It can inform managers whether the company is working well or not. If not, then policies can be designed to improve the performance of the business or company. It is easy to understand report as it is in the form of a pie chart. It is simple to make, as well. You simply have to add the data then the template will automatically update the information giving you a presentable sales report.



Quarterly sales report template


Format: MS Excel 2007/+
File Size: 85 KB