Can anyone share with me a template of a good daily sales report that you use to monitor the daily activity/results of a field sales force? We have outside salespeople that we want to account for how they have managed their day. Thanks.
From United States, Denver
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1From United States, Denver
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Sales Report For One plus Field to Monitor daily Sales and Targets
From India, Madras
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From India, Madras
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Easy to Use for Sales Tracking with Monthly Growth Analysis
1. Open the first sheet named "Total Sheet." Enter your name next to the company name.
2. Enter different types of names by editing the field name.
3. Click on the month on the left side; it will go to the particular month.
4. Start entering sales on a daily basis.
5. On the top right, you will see "Average Sale," "Graph Sheet," "Growth Sheet," and so on.
6. Click "Average Sale." Here, you can insert the required growth percentage, but you should enter the last month's sales. If you have typed them in an Excel sheet of your own, copy and paste the data.
7. The "This Month No. of Working Days" cell is created for retail daily monitoring. If your organization has leaves, then edit for this month's working days.
8. "Last Month No. of Days" will be edited in the previous month's sheet only.
9. On the top right, you will see (Click):
- Average Sale: Shows average sale, percentage growth, and required average to reach the target daily.
- Graph Sheet: Displays a bar graph of the current month on a daily basis.
- Top: Goes to the top cell.
- Growth Sheet: Shows the current month's average, last month's average, and growth per day. You can select the cell and print it out.
10. "Total Sheet" will take you to the first sheet. Here, clicking "Average Sale" will show month-wise average sales.
Field Top No.1, No.2, and so on (click):
- It will show the bar graph of a particular field.
- Top: Goes to the starting cell.
- Total: Shows a bar graph of total sales.
From India, Madras
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1. Open the first sheet named "Total Sheet." Enter your name next to the company name.
2. Enter different types of names by editing the field name.
3. Click on the month on the left side; it will go to the particular month.
4. Start entering sales on a daily basis.
5. On the top right, you will see "Average Sale," "Graph Sheet," "Growth Sheet," and so on.
6. Click "Average Sale." Here, you can insert the required growth percentage, but you should enter the last month's sales. If you have typed them in an Excel sheet of your own, copy and paste the data.
7. The "This Month No. of Working Days" cell is created for retail daily monitoring. If your organization has leaves, then edit for this month's working days.
8. "Last Month No. of Days" will be edited in the previous month's sheet only.
9. On the top right, you will see (Click):
- Average Sale: Shows average sale, percentage growth, and required average to reach the target daily.
- Graph Sheet: Displays a bar graph of the current month on a daily basis.
- Top: Goes to the top cell.
- Growth Sheet: Shows the current month's average, last month's average, and growth per day. You can select the cell and print it out.
10. "Total Sheet" will take you to the first sheet. Here, clicking "Average Sale" will show month-wise average sales.
Field Top No.1, No.2, and so on (click):
- It will show the bar graph of a particular field.
- Top: Goes to the starting cell.
- Total: Shows a bar graph of total sales.
From India, Madras
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Hi Mr. Younus, this is great work, and I would like to extend my heartiest wishes for your future endeavors. I have been transferred to the consumer sales department in the bank, securing a role as Sales Coordinator (Sales Support). I am new to MIS analysis and other strategies. It would be a great help if you could assist me with this task.
MIS Analysis and Strategy Support
I am tasked with submitting a daily consolidated MIS to higher authorities on a daily basis, which includes:
- Daily, Month-to-date, and YTD submission volume files submitted by each team and team members
- Columns for particular segments
- Other tagged products for cross-selling
- Comparison of booking as per last month's sales output
It would be very kind of you to support me by helping create an MIS.
Thanks,
Ammara
From United Arab Emirates, Sharjah
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MIS Analysis and Strategy Support
I am tasked with submitting a daily consolidated MIS to higher authorities on a daily basis, which includes:
- Daily, Month-to-date, and YTD submission volume files submitted by each team and team members
- Columns for particular segments
- Other tagged products for cross-selling
- Comparison of booking as per last month's sales output
It would be very kind of you to support me by helping create an MIS.
Thanks,
Ammara
From United Arab Emirates, Sharjah
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Mr. Mohammed Younus,
The sales report in the Excel sheet you have attached is great work from you. However, could you please help me unprotect the sheet? I may need to make some changes or customize it after reviewing it. I would appreciate it if you could reply to me at angelfernandes09@icloud.com.
Thank you.
From India, Hyderabad
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The sales report in the Excel sheet you have attached is great work from you. However, could you please help me unprotect the sheet? I may need to make some changes or customize it after reviewing it. I would appreciate it if you could reply to me at angelfernandes09@icloud.com.
Thank you.
From India, Hyderabad
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Sample KPI sheet for sales.xls
Sales Report 2018 xls.zip