Best Sales Report Templates for 2024

Dashboarding is an important part of the analysis of business data. With a range of templates available out there, it can be confusing to select the most efficient templates for your business data. A lot depends on the convenience of individuals who will be dealing with the reports and the primary metrics that are relevant to your business. In any case, how your Sales Dashboard looks should be well-thought of before you narrow down on the templates that you’re going to use.

This article will help you explore the different aspects to look out for while understanding Sales Dashboards. You will also read about the key metrics ṭhat one must include in any robust Sales Dashboard. For a more case-specific approach, you will be learning about the 36 Best Sales Report Template options, that you could pick from depending on the type of data you’re dealing with along with other significant metrics. 

What is Sales Dashboards/ Sales Report Template?

Before you can get to pick out some efficient templates for your business data, let us get into understanding Sales Dashboards and Reports, and how they function on the ground level. A Sales Dashboard or Report typically contains several metrics that get updates for a specific party to view insights and make relevant decisions for the organization, based on them. 

It is ideal to understand certain factors before you can decide on the key metrics or perhaps even the Dashboard Templates that would be perfect for your use. Start with answering some questions on how Dashboarding will actually work for your organization. 

What is the core purpose of the Dashboard? What are the key factors that need to be monitored for your business decisions? Who is actually going to see the report? What are the data types being dealt with? Are these going to be translated into other reports? Does your decision-making involve real-time updates? What would be the best way to visualize insights for team members?

The answers to these questions will help you get started with understanding the requirements for your Sales Dashboard and Reporting. Sales being a case-specific endeavor, it is important to understand the best ways that your organization would benefit from a Dashboard setup.

Why are Sales Reports Important?

There are various reasons why Sales Reports are vital for salespeople to use and evaluate on a regular basis. Some of these are highlighted below:

• Enhancing Performance & Productivity: Sales Reports give you important information about your sales success and can help you improve your outcomes. Understanding which aspects of your sales strategy are working and which need to be tweaked can help you better customize your sales efforts to achieve your goals. Monitoring your team’s performance may also assist to encourage employees by letting them know how far they’ve come and urging them to improve, which can lead to increased productivity.
• Making Informed Decisions: Making well-informed decisions is critical to sales success. Sales reports give precise, up-to-date data that can assist salespeople in making well-informed decisions on critical sales activities. Daily or weekly reports, for example, may assist businesses to track and rectifying techniques that need to be adjusted before they lead to greater concerns.
• Increasing Efficiency: Sales Reports can assist your team in determining which leads and initiatives are worth pursuing and which should be ignored. This might assist your team manages their time more effectively by offering information on how to prioritize work, which could lead to better results. 

Key Metrics to Include in your Sales Report Template

Now, you know what you need from your Dashboard. How exactly do you represent it? Choosing the metrics you want to highlight often becomes the most difficult part of coming up with an ideal Dashboarding System. 

The relevant KPIs(Key Performance Indicators) that you choose will have a great impact on getting a better picture of the data you’re looking to visualize. The worst mistake you can make is to make a ‘one works for all’ Style Dashboard, that essentially works for no one. 

Instead of having too much information, or too many metrics in play, determine the sales metrics and KPIs you want to work with. Establish where this data is currently and how you will need to collect it from different sources or format it to access it in the desired ways. 

An insight into the devices being used to view your Dashboard can also help decide the metrics and the templates that could work the best. Some typical key metrics to include in your Sales Dashboard can be – Sales Target, Customer Acquisition Data, Sales Growth, Customer Churn Rate, Average Sales Cycle, Lead-to-Opportunity Ratio, and several others depending on your type of business. 

List of Top 36 Best Sales Reports/Dashboard Templates

Some comprehensive Sales Templates that you can incorporate in your Dashboard as listed below. While each of these fulfills distinct purposes, it is always advisable to choose your Dashboard Template depending upon your specific use case and the reporting of the metrics relevant to your cause.

Here are the top 36 Sales Dashboard Templates popularly in use:

1. Sales Report Template: Sales Status Dashboard Template
2. Sales Report Template: Monthly Sales Dashboard Template
3. Sales Report Template: Sales Performance Dashboard Template
4. Sales Report Template: Sales KPI Dashboard Template
5. Sales Report Template: Lead Generation Dashboard Template
6. Sales Report Template: Sales Team Leaderboard Template
7. Sales Report Template: Marketer Dashboard Template
8. Sales Report Template: Executive Dashboard Template
9. Sales Report Template: Product Performance Template
10. Sales Report Template: Sales Opportunities Dashboard Template
11. Sales Report Template: Customer Acquisition Cost
12. Sales Report Template: Pipeline Value Forecast
13. Sales Report Template: Sales Growth
14. Sales Report Template: Number of Meetings/Rep
15. Sales Report Template: Number of Client Conversations/Rep
16. Sales Report Template: Number of Outbound Calls/Rep
17. Sales Report Template: Lead Response Time/Rep
18. Sales Report Template: Number of Sales/ Close Deals
19. Sales Report Template: Number of New Leads/Rep
20. Sales Report Template: Number of Touchpoints/Rep
21. Sales Report Template: Average Transaction Size
22. Sales Report Template: Total Volume of Daily Sales
23. Sales Report Template: Total Orders and Average Units/Customer
24. Sales Report Template: Sales Cycle Length Report
25. Sales Report Template: Sales Conversion Report
26. Sales Report Template: Sales and Order Report
27. Sales Report Template: Outbound Calls Report
28. Sales Report Template: Number of Outbound Calls
29. Sales Report Template: Sales Volume by Channel
30. Sales Report Template: Revenue Closed by Rep
31. Sales Report Template: Upsell and Cross-sell Rates
32. Sales Report Template: Average Purchase Value
33. Sales Report Template: Customer Lifetime Value
34. Sales Report Template: Lead to Opportunity
35. Sales Report Template: Rate of Return
36. Sales Report Template: Opportunity-to-win Ratio/Rep

1. Sales Report Template: Sales Status Dashboard Template

A Sales Status Dashboard Template helps you get a glance at the current status of any Upcoming Leads, Prospects, and Targets. Key performance metrics such as Sales Opportunities, Revenue Growth, and Regional Data can be represented in Sales Status Templates. 

The sample template of this Dashboard can be found here.

2. Sales Report Template: Monthly Sales Dashboard Template

Monthly strategy maneuvers can be relevant for companies, and a Monthly Sales Dashboard can be instrumental for that. KPIs such as Monthly Sales, Revenue, Customers, Monthly Retention, and Expansion Rate can be visualized with a monthly sales report template. 

The Sales Analysis Report sample can be found here.

3. Sales Report Template: Sales Performance Dashboard Template

Tracking the Sales Performance is one of the most relevant things for any organization to boost sales and eliminate any stagnant strategies. Relevant KPIs for sales performance include Sales Growth, Target, Acquisition Cost, and Customer Lifetime Value. 

The sample template of this Dashboard can be found here.

4. Sales Report Template: Sales KPI Dashboard Template

A Sales KPI Dashboard brings in all the key performance metrics into one template to help you monitor the crucial aspects effectively. These include key metrics such as Upsell and Cross-sell Rates, Customer Churn Rate, Incremental Sales, Revenue Per Sales Rep as well as Indicative Profit Margins. 

The sample template of this Dashboard can be found here.

5. Sales Report Template: Lead Generation Dashboard Template

Well-monitored Lead Generation is relevant for businesses to boost their sales and even tune their marketing strategies for a certain target group. KPIs such as Lead Sources, Conversion Rates, and Proximity Goals can be relevant for a robust Lead Generation template. 

The sample template of this Dashboard can be found here.

6. Sales Report Template: Sales Team Leaderboard Template

Having a team leaderboard template for your sales team can fulfill the dual task of completing targets as well as boosting team morale with better performances. KPIs such as MMR, New Customers, Retention Rate, and other performance metrics can be illustrated within a sales team leaderboard. 

The sample template of this Dashboard can be found here.

7. Sales Report Template: Marketer Dashboard Template

Sales and marketing go hand-in-hand and so should the Dashboarding and reporting processes. A Marketer Dashboard Template can help visualize key metrics such as Lead Generation Goals, Conversion Rates, and could even include the marketing team’s performance metrics for an overall analysis. 

The sample template of this Dashboard can be found here.

8. Sales Report Template: Executive Dashboard Template

An Executive Dashboard Template helps visualize data such as the Monthly Revenue Growth, Customer Growth, and Customer Cycle Data, Having an executive template can help monitor executive decisions for your organization’s sales agenda. 

The sample template of this Dashboard can be found here.

9. Sales Report Template: Product Performance Template

Your Sales Dashboard can include individual templates for each product to monitor how each product is performing, and which ones are performing the best. Key metrics such as Product Performance, Sales Increments, Cost of Goods, and In and Off-Store Purchases can be indicated with a Product Performance Template.

The sample template of this Dashboard can be found here.

10. Sales Report Template: Sales Opportunities Dashboard Template

Expanding sales further involves looking into sales opportunities constantly, and monitoring key metrics associated with the same. Insights such as the Number of Sales Opportunities, Average Purchase Value, Current, and Lost Opportunities, as well as details of all the Latest Opportunities, can be visualized through a Sales Opportunities Template. 

The sample template of this Dashboard can be found here.

11. Sales Report Template: Customer Acquisition Cost

Customer Acquisition Cost aims to track all the costs that you might incur in signing up a new customer. These costs can differ based on your business type and the type of resources you choose to implement to acquire new customers. These can either be from campaign implementations to staff salaries and other related costs.

It is generally recommended that the customer acquisition costs be recovered in less than a year of your customer’s subscription. The goal here is to keep your CAC as low as possible while improving your Customer Lifetime Value.

12. Sales Report Template: Pipeline Value Forecast

This is an example of a quarterly sales report format. By analyzing your historical data to discover patterns and trends, Pipeline Value Forecast can be used to predict the sales value of your business as well as the performance of your sales representatives for the next 3 months.

These predictions not only consider the value of your sales pipeline but also your committed deals. This can include old clients upgrading their contracts, as well as a best and worst-case scenario for every value. These predictions allow you to quickly understand if you are meeting your sales targets or if you are facing some underperforming issues and implementing strategies to fix them on time.

13. Sales Report Template: Sales Growth

Sales Growth is considered one of the most important quarterly sales reports to track. It aims to measure the amount of revenue by sales representatives in the past 3 months. This is a relevant sales KPI to keep track of since it allows you to drive several conclusions about your sales strategies. For example, if each of your sales reps is working on a different target market or group, you can monitor which of them brings more revenue and focus your efforts on that target.

14. Sales Report Template: Number of Meetings/Rep

You do have control over how many meetings you can set up with your clients. A point to note here is that you are not keeping track of emails and/or phone calls sent out explicitly, since those KPIs while being a handy measure of effort can be manipulated quite easily to show favorable numbers. Plus, this contains a pivotal lesson about KPIs, even daily ones: they need to serve your goals. So, if your daily KPI measures somehow don’t contribute to your overall goal, they would not be deemed valuable.

15. Sales Report Template: Number of Client Conversations/Rep

The Number of Client Conversations/reps can also be defined as the number of in-person meetings and conversations each rep is having, each day. If all the other indicators are kept equal, a rep who spends more time talking to customers is generally going to generate more results for your business as opposed to a rep who doesn’t.

16. Sales Report Template: Number of Outbound Calls/Rep

You can keep track of the number of outbound calls made by every single one of your sales reps on a daily basis and ascertain how effective they are in their performance and take the necessary steps if there are any significant deviations from the established targets. This doesn’t mean that you should micromanage sales reps on a daily basis, as mentioned earlier, but rather you should be providing them with a helping hand as and when required.

17. Sales Report Template: Lead Response Time/Rep

This template can be controversial and tricky to deal with at times since it can vary greatly, based on the type of lead and the actual scenario. The optimal response time should be ascertained after testing out the various available strategies. This means that you should decide when is the right time to react when prospects download a whitepaper or a free trial. This is in stark contrast to when your prospects are requesting an offer since they should be contacted as soon as possible.

Once you’ve decided on your benchmarks, you can keep track of them on a daily basis to see how your sales reps are performing, and what their averages look like. This allows you to better analyze the effects on your overall strategy.

18. Sales Report Template: Number of Sales/ Close Deals

Pretty evident from its name, this metric counts the number of sales performed in a single business day. This is particularly important for small retailers who might have a lot of items with low-added value and hence need to close as many deals as possible to make a profit margin.

19. Sales Report Template: Number of New Leads/Rep

This is a pretty straightforward report. If you are worried about your sales reps boosting their sales numbers with low-quality leads, you can identify specific qualifications for leads and base your report on those numbers.

20. Sales Report Template: Number of Touchpoints/Rep

The number of touchpoints created by a rep is a tie-in metric that takes a look at the number of emails sent to a potential customer that has shown interest in your product and the number of voice mails and/or phone conversations that were held with potential customers who have shown interest.

With this metric, you are trying to provide an overall “effort” KPI for every sales rep without making things too easy to manipulate. This is why it is handy to specify that in order for a phone conversation or an email to count, there has to be a prior contact with a customer identifying them as a prospective lead.

21. Sales Report Template: Average Transaction Size

Average Transaction Size is another retail KPI that is extremely useful to track since you can conclude a lot about customer behaviors just by taking a look at the payment type or device. This KPI varies considerably, depending on the retail store type. But evaluating this KPI can give you valuable information on how to adjust your advertising and online shop to correspond with your customers’ needs.

22. Sales Report Template: Total Volume of Daily Sales

This is one of the most clear-cut daily reports that focus on the number of sales achieved on a daily basis. It is a very important metric to track, especially in the retail industry, since daily volumes can depict which days of the week performed the best, and you can leverage this metric to your advantage. The primary goal is to keep your daily sales volume growing. However, you shouldn’t panic if you see a drop in your sales volume, instead, you should be investigating why, and modifying your strategies accordingly.

23. Sales Report Template: Total Orders and Average Units/Customer

Order placement needs to be tracked on a daily basis since retailers need to take a look at how many orders they received each day to ensure profitable results. This will enable you to improve your retail analytics and evaluate which weekdays are busy the most to avoid out-of-stock situations.

The average number of units/customers evaluates the number of items purchased by customers which can set the tone of the purchase trends and give you enough data to evaluate your sales even more precisely.

24. Sales Report Template: Sales Cycle Length Report

Sales Cycle Length Report covers the totality of your reps’ sales funnels, from the opportunity to a closed deal. This report will outline the performance of each rep and point out how good they are at closing deals, and how long it takes them to get there.

By visualizing these metrics you can easily ascertain the weaknesses and strengths of each individual, providing you with the information you need to respond accordingly. The goal here is to shorten the sales cycle as much as possible but it also depends on the industry. The lesser time it takes you from identifying an opportunity to closing a deal, the more profitable and effective your processes will be.

25. Sales Report Template: Sales Conversion Report

Sales Conversion Report can be used to see how effective your sales reps are at converting the leads into sealed deals, after hitting every step of the funnel to get there. By analyzing every step of this funnel, you have the opportunity to identify where an issue might occur, and address it, so as to increase your sales conversions.

You can even use 2 gauge charts that visualize the opportunity-to-win and lead-to-opportunity ratio. If you notice a significant increase in your wins, you can safely assume that your sales reps are bringing in profits to your company.

26. Sales Report Template: Sales and Order Report

With so many offers to keep track of, it can be sometimes difficult to keep track of everything that is sent out but mostly returned. Increasing sales volumes is the primary aim of every retailer, but managing to keep the return process in the loop will help you greatly on various levels. If any item doesn’t fit in your dashboard, it would make sense to communicate the sizes more effectively.

This ensures your customers’ satisfaction, and since a satisfied customer is a returning customer, he/she can recommend your services and products to their family and friends.

27. Sales Report Template: Outbound Calls Report

Telephone Cold Calling is still considered one of the most important techniques used in sales. With this report, you can generate invaluable insights referring to outbound calls’ trends, average order value, contracts closed, among others. The point of this metric is to examine further what happened to avoid situations where a loss was incurred. With the help of this report, you can understand if your reps need more education or something unexpected happened that can’t really be changed or influenced.

28. Sales Report Template: Number of Outbound Calls

Telephone Cold Calling can come in handy to tell you which weekdays are the most promising for outbound calls. Usually, Wednesdays, Tuesdays, and Thursdays are especially valuable for B2B Sales, but it might be useful to set your own benchmarks. You can even set daily targets and track the performance during each day of the week, but you do need to consider factors such as mentioned days of the week or the local time.

29. Sales Report Template: Sales Volume by Channel

This strategic KPI can be used effectively on longer time scales. Essentially, this report depicts the physical methods and areas of customer acquisition that are pulling the most revenue. The total sales volume can make it quite easy to see where you should be prioritizing your sales efforts so that you can adjust accordingly.

30. Sales Report Template: Revenue Closed by Rep

Although a week may be too short to get a meaningful revenue metric, based on the length of your sales cycle, this is still a handy report to run. For shorter sales cycles, you can certainly see trends by rep over 2-3 weeks. For longer sales cycles, this metric might provide some insight into what times of the month your sales reps tend to close sales, thus, increasing the accuracy of your future projections.

31. Sales Report Template: Upsell and Cross-sell Rates

It is a well-known fact in sales, that it is much easier to sell additionally to your existing customers than acquiring new ones. This metric comes in handy to track on a weekly basis since tracking it daily is just too short of a time span to evaluate your weakest and strongest points. When you compare the results from each rep, you can view each rate and inform others to implement the same tactics. This way your sales numbers will grow, however, there is a high chance that you will also end up improving customer satisfaction and loyalty.

32. Sales Report Template: Average Purchase Value

Comprehensive Sales Reports should include this metric since it makes sense to compare this metric with the number of opportunities on a weekly basis since you can immediately spot direct correlations between the two. The numbers can help you identify if you need to offer supplementary incentives to your customers or clients to increase your chances to sell higher-end services or products.

33. Sales Report Template: Customer Lifetime Value

Customer Lifetime Value is one of the most important metrics you can track in a B2B setting, first on a weekly basis, and then expanding it over the months. It primarily shows how much is expected to earn/customer. You can easily monitor it on a weekly basis to see whether the average is decreasing or increasing. The goal is to keep the lifetime value as long as possible.

34. Sales Report Template: Lead to Opportunity

You can track Lead to Opportunity on a weekly basis to evaluate the number of qualified versus unqualified leads. A qualified lead is an opportunity, i.e. a positive interaction that leads to a face-to-face meeting or a phone call, opening conducive circumstances for closing a sale. This ratio tells you the number of leads you need to stay on track with your objectives in terms of revenue. Once you obtain a baseline ratio, you know exactly how many leads you need to create to reach your target growth.

35. Sales Report Template: Rate of Return

Irrespective of whether your establishment is small or big business, the rate of return can tell you a lot about what customers think of your products or merchandise. Obviously, no retailer is happy when their products are returned, therefore, reporting and tracking these numbers on a weekly basis will allow you to decrease this number going forward when you investigate why the goods are being returned, and what you can do to improve your overall offer or specific items.

36. Sales Report Template: Opportunity-to-win Ratio/Rep

This report is used to depict how effective each of your reps is at closing their opportunities. Although some variance is generally expected, if one rep is significantly better than the others, it is quite possible he/she may be getting the best leads. Or, it is also quite possible that this rep has some skills they could educate the rest of your reps in. If a rep is unable to close at the same rate as his/her colleagues, it could be chalked up as a fluke, at least on a weekly basis. But if these weekly reports continue to show the same trend, it may be time to help the rep out.

Advantages of Setting up a Sales Reports/Dashboard

There are several advantages of setting up a robust Sales Dashboard. Other than saving your time and money to target customers with an informed approach, there are several statistical merits of working with a well-laid-out Dashboard instead of relying on basic reports. 

Some significant advantages of setting up the right Sales Dashboard for your organization are as follows:

• You can observe all your relevant KPIs in one place without having to refer to multiple sources to compare or analyze them.
• Both sales and marketing agenda can be aligned with comprehensive Sales Dashboard metrics being interlinked with each other. 
• Data can always remain accessible and easier to interpret at all stages of sales and marketing procedures.
• You can access individual Sales Rep Dashboards for Real-Time Customer Analytics, Inventory Control, and eventually better decision making. 
• Last but not least, you can get a quick at-a-glance view of the performance of the entire organization. It can be particularly relevant to help all team members derive insights from the data, even non-technical members who wouldn’t understand the metrics involved but can interpret them visually with the Dashboard. 

How to Create Effective Sales Reports: 6 Best Tips Discovered

For both teams and managers, sales reporting may be a difficult undertaking. Follow the below tips to create an effective and compelling Sales Report:

1. Identify your Goals: If you don’t have a goal in mind, there’s no purpose in creating effective Sales Reports. Define explicit questions to which you require answers, and link all metrics to your eventual goal.
2. Select the Right Sales Report Template: Depending on the goals you have set, different sorts of reports convey different tales. In this case, you must also consider the wider picture and select the best template that tells the right story to your target audience.
3. Leverage Sales Forecasts: Using sales forecasts you can create better and more educated company decisions, anticipate future performance and provide insights on how to manage your sales strategy. This is one of the most important suggestions that you can leverage to create an effective Sales Report.
4. Learn the Art of Presenting your Data: As humans are love to see visuals, presenting all of the statistics and relationships on a single screen allows for faster insights, pattern identification, easy-to-spot trends, and data engagement. When using the power of online data visualization, a simple sales report presentation with visualized data becomes much more effective and successful.
5. Identify Data Patterns: When using Sales Reports for your online data analysis process, it’s crucial to remember to act on the results. The actual value of reporting rests in the fact that it offers a deeper view of your business. Often, businesses respond when the figures are poor. Once you’ve finished your Sales Reports, go over the information carefully, looking for trends and patterns to figure out why something is occurring. You will not only fine-tune your sales methods, but you will also discover fresh chances that will propel your company forward.
6. Collaborate & Share your Findings: Reports should be simply sharable. Modern company dashboards make this simple to accomplish. As a result, collaboration and productivity among stakeholders would be boosted.

Conclusion

Thus, choosing the perfect Sales Dashboard Templates can be simplified greatly by understanding the purpose of the Dashboard or Report you’re working on. When the most essential KPIs come into play, you can get a pretty accurate picture of trends that can help you make the right sales and marketing decisions. Pick out from the above-listed templates to bring out different insights to help skyrocket your Sales and Marketing strategies!

Automated integration with your Data Warehouses/multiple data sources and the analytics database can make your choice much simpler as a lot of necessary features can be integrated readily. Integrating and analyzing data from a huge set of diverse sources can be challenging, this is where Hevo comes into the picture. 

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