Weekly Sales Report Template

Companies need to find ways to improve their teams’ performance to increase sales. Sales analysis reports tend to be important for businesses as they give managers and sales representatives an overview of sales processes, enhancing performance and allowing the business to grow.

A proper sales reporting procedure should be in place if a company wants to compete in today’s competitive environment. According to their goals, companies can consider making daily, weekly, or even monthly sales reports. The following looks at a weekly sales report.

What is a weekly sales report?

A weekly sales report records a company’s weekly sales details. This report lets a company know whether its employees are meeting the sales goals that have been created.

The report is used to help a manager or boss recognize trends in sales numbers. They will know about this before these numbers get so low that they cannot be increased to meet quarterly and annual sales predictions. The report, therefore, aims to let the boss know whether they need to take any action to increase sales before it is too late.

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Creating a Sales Report…

If you want to make a formalized weekly sales report, you can keep in mind the following points:

Format of report:

The report needs to be professional. Include a heading such as “Weekly Sales Report for …” and indicate what week the report covers. The report should also include the dates it covers. You can add information about which department it is dealing with. You can also have another area for comments.

Table format:

The important details can be included on a table with different columns for the important headings. The rows can include the days of the week. According to the type of business you have, you will include columns that relate to the sales activities that the business is involved in. You can have columns that state how many calls were made by the company.

This can include cold calls, follow-up calls, etc. A heading for the number of emails sent can be present, and another column for meetings can be arranged. You can have a column for the visits completed and another one for leads generated.

A column that records the number of deals closed and products sold is also important. You can have a column for sales revenue and target amount. You will then include a heading for variance, allowing you to see whether the goals have been met. A column for notes can be present as well. Her,e it can be precisely stated why the team could not meet the target sales where applicable. This column will help the reader know about any issues the team faces that are not allowing it to meet its goals properly.

It tracks the sales activities…

The weekly sales report is important as it tracks the sales activities for a certain company during a particular week. A business will be able to gain actionable insights related to a team’s daily activities. The manager will know about any opportunities that have been generated, any deals that were able to be closed, calls made, and other KPIs or key performance indicators.

The report can help managers track what sales representatives have pursued on a certain working day. Managers will be able to see whether there are any operational bottlenecks early on. Valuable information concerning a company’s sales activities will be presented, and this can be detailed.

When the weekly sales report is made properly, it will aid managers in monitoring the sales performance of their sales team. They can then plan proper sales strategies that can help the business prosper. The sales report will help the manager or boss know whether any sales representative is not working in a way that is helping the company out. The boss can then consult the employee and act so the company does not lose out.