How to Write a Sales Report

Save

A sales department is the final link in a business’s operations. It’s up to the sales force to get products and services out the door and into customer’s hands. For management, this makes tracking sales performance a top priority. Sales reports provide concise, timely information that allows managers to identify and address problems before a sales slump becomes serious.

Sturcture of Sales Reports

  • Sales reports are documents businesspeople produce for use within the firm. A good sales report is brief and gives salespeople and managers up-to-date numbers. Additional information is included to identify sales trends, whether sales goals are being met and stating problems and possible solutions. Sales reports may cover varying lengths of time. You typically see businesses producing weekly, monthly, quarterly or annual sales reports. A sales report is usually headed by identifying information such as the date, time covered and the department or individual submitting the report.

Start With a Summary

  • Begin a sales report by stating the key information. Readers of sales reports typically want to know the amount of sales and whether sales goals were met. For example, you might say that weekly sales came to $5,200, exceeding the goal of $5,000. When an event or problem occurred that affected sales, you may want to mention it here, but save the details for later sections. A sales report introduction is a summary and should be short. A single paragraph is fine for a weekly summary, but even a quarterly or annual report doesn’t need more than one page.

Report the Numbers

  • Present the sales figures in a section immediately following the summary. This is where you provide a breakdown of total sales. The categories and arrangement of this section vary depending on the business’s needs. For example, you might report sales for individual salespeople or retail outlets, for geographic areas or for specific products. Some sales reports include other data such as the number of leads and how many leads were successfully closed by the sales staff.

Explanatory Sections

  • After you report the sales figures, provide data from past periods for comparison. For example, you may compare sales figures for the week with those from the corresponding week in the previous year. In addition, briefly describe factors such as bad weather that affected sales volume. If you fell short of a sales goal, identify the reason and state what you are doing to remedy the situation.

A Word about Templates

  • Some businesses use standardized templates to prepare daily or weekly sales reports. In this situation, much of the information in the report is simply plugged into the template. Templates often provide spaces for comments or notes. Use these spaces to provide the information that would otherwise go in a summary or explanatory section.

References

  • Photo Credit monkeybusinessimages/iStock/Getty Images
Promoted By Zergnet

Comments

You May Also Like

  • What Is a Sales Analysis Report?

    A sales analysis report includes sales-related metrics, also called key performance indicators, for a specified time-period. Sales analysis reports provide a record...

  • How to Prepare an Annual Report for Your Company

    While federal regulations require U.S. public companies to file an annual report, nonprofits, organizations and small businesses can also use annual reports...

  • How to Write a Short Report

    Short reports are most often used by newspapers and other periodicals to share research or information about a currently trending topic or...

  • How to Write Activity Reports

    Salespeople write activity reports to share with management their actions and the results of these actions over a certain period. Required weekly,...

  • How to Write a Sales Goal Report

    Challenging sales goals provide encouragement and objectives for sales staff while accurate sales goals provide good data for business managers to use...

  • How to Write a Monthly Report

    Project managers often oversee multiple projects within a company or organization. A monthly report is a document that project managers should turn...

  • How to Write a Call Report

    A call report is an important aspect of running of successful business. Salespeople and other professionals use call reports to record the...

  • How to Write a Weekly Report

    A weekly report allows companies to track employee progress at all levels. Entry-level employees can submit weekly reports to their supervisors, and...

  • How to Create a Report Template

    Creating a template for your business or academic reports is easy and will save you time when you need to complete reports....

  • How to Report Sales Tax

    Sales tax is the tax paid on retail sales, collected by a business owner or entity. When a business collects sales tax,...

  • How to Create a Trend Report

    A trend is a change in direction that holds and persists. It is a set of data that shows a clear pattern...

  • Rules & Guidelines for Writing a Report

    There are a wide range of reports that you may be called on to write. But whether it is a student or...

  • Sales Reporting Ideas

    Visibility and access to sales reports provide a visual reminder of goals and can help provide critical insight into trends or potential...

Related Searches

Check It Out

Are You Really Getting A Deal From Discount Stores?

M
Is DIY in your DNA? Become part of our maker community.
Submit Your Work!