Quarterly Sales Report

Most of the businesses use quarterly sales report to analyze their business. A sales report gives an overview of the sale activities within a company. It shows different trends in sales in different periods of time. At the end of every quarter, all the sales representatives along with their sales managers meet and give their reports on their sales and earnings individually.

Quarterly sales report means that the sales and earnings of a business are analyzed after every three months. Thus in one single year, a company analyzes its sales four times.


Sale is related to the number of items to be sold in a given period of time. The items in sales include:

  • Finished products directly to the clients.
  • Raw materials for further processing.

Thus, a sale is a transaction of goods between two parties, where one party sells and the other buys.

A company hires sales representatives to sell out its products via emails, personal meetups or telephonic calls. The activities and target achievement of these sales representatives are monitored by the sales manager. Individuals with the highest number of sales are awarded by the company in the form of a bonus.

Structure of a quarterly sales report:

Quarterly sales report record and display multiple products with quarterly sales by the sales team. The report can also be in a form of a pie chart. The results are automatically displayed in the chart as every sale individual maintains and updates his number of sales on daily basis in the report. The data can be easily accessed at the time of audit and can be presented in Powerpoint in meetings.

Before the introduction of computerized sales reports, the companies used to record, maintain and search for the sales manually. The process was hectic and tiring. Tracking down the sales of different products, from different outlets of the same business is not easy. Online software for recording the actual sales over a period of time, made it easy both for the sales representatives and the managers. Using a daily, weekly, monthly or quarterly sales report with the sales teams is an important action to increase the performance of individuals.

A quarterly sales report gives more time for sales and reduces pressure from the team. It analyzes the sales funnel and determines the best decision to be implemented and the best action to be taken.

Sales Reports

The sales report is the most important report of a company. It shows the performance of the company. The results related to the sales volume and changing trends in sales volume in the period of three months is included in the quarterly sales report.

A quarterly sales report tells about the company if its sales are increasing or decreasing. You can analyze the quarterly reports in any part of the quarter to check the performance of the company and how it will perform in the future. It also helps the manager in making the decision and formulating a plan to enhance the performance of the company.

Quarterly sales

The quarterly sales report is prepared in Excel. It provides all the tools which a person can get for business analysis. This sheet helps the person in checking the weaknesses which his business has and also those aspects which require improvement. The quarterly performance of the company is tracked by the owner of the company and he can work hard to improve his business by providing the best services to the customers.

Those companies, who also want to keep track of their customers and product can also use this report. This template can be downloaded from internet free of cost. It is very easy to use. The person is just required to input the desired data and it will generate the report automatically.

The businessman can get the idea of his loss and profit which he has faced in the whole quarter.

Quarterly sales report template

quarterly sales report chart

Quarterly sales report

Download your file below.

File Size: 48 KB

Leave a Reply

Your email address will not be published. Required fields are marked *