Sales Report Template

A sales report (also called a sales analysis report) is a document that gives an overview of a company’s sales, including sales trends and performance. It creates a snapshot of the company’s sales at a specific time in order to determine future actions and goals. Essentially, it gives context to your sales.

In turn, this can help you find potential new market opportunities and places to improve. They’re also a great tool to help keep your sales team motivated and on track, as it allows team members to see their own progress and areas for growth.

Unlock the full potential of your sales team by collecting and documenting their sales insights weekly, identifying important action points and improving knowledge sharing across the team. Build on previous successes and failures by asking your sales team about common client blockers they encounter in the sales pipeline, as well as how they pitch your product.

With this template, sales can stop wasting time & energy on long-winded weekly meetings. Instead, important client insights are broadcasted to every member on the team, allowing for peak collaboration and synergy during sales pitches. 

You can automate the whole sales reporting process through the chat platforms you're already using. Eliminate time wasted on manually checking in on your members. Get a summary email of all the sales report responses. Cut down meeting times by over 300%.

Using our sales report template can help your team in many different ways. First and foremost, it's a great tool to help keep your sales team motivated and on track--everyone can stay up-to-date on their progress and find areas for their own growth.

Furthermore, by allowing you to compare the most recent period to previous ones, our sales reports can also help you find new market opportunities and places for improvement.

Instead of asking people for updates on their sales figures, set your reporting in autopilot. Let ScrumGenius do the work for you instead of wasting time running after people for the information and help stay on the same page. Automated sales reports also give you all the answers in a summary email and allow you to spend less time on meetings through automated reporting.

Our recommended sales standup template has three questions:

1. What was the most common client worry or pain point you observed last week?
2. What can we do to remove that pain point and improve our sales pipeline this week? 
3. What is the core value proposition you are using to sell our product?

By asking your sales team about common pain points and your product's core value proposition, you are gathering unique insights from the people that interact with your customers the most — insights that can drive other teams' work, improving cross-functional collaboration.

Make sure that you're aware of your own responsibilities and answer based on those. You also want to include key information on your sales data and leads and mention any issues or blockers that come up in your sales pipeline. 

Send the reports at an appropriate time weekly (e.g. Thursdays, early afternoon) to give your team enough time to finish the report. You don't want your members to rush through the answers. 

You can also set up report reminders, which will notify non-respondents to complete the sales report template in case they forget. Finally, hold an overview meeting before you implement ScrumGenius to discuss when people should get the report and who needs to fill out the report weekly.

ScrumGenius is completely customizable, so you can tailor our sales reports to your needs easily. Managers will be able to choose what questions they ask, when the report is sent out, and who the report summary is sent to.