{"id":19567,"date":"2023-03-03T06:01:34","date_gmt":"2023-03-03T12:01:34","guid":{"rendered":"https:\/\/www.vendasta.com\/blog\/?p=19567"},"modified":"2026-01-09T21:54:45","modified_gmt":"2026-01-09T21:54:45","slug":"sales-reporting-templates","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/blog\/sales-reporting-templates\/","title":{"rendered":"5 Sales reports templates for daily, weekly, and monthly sales reports (Updated 2023)"},"content":{"rendered":"

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So you\u2019ve been asked to write a sales report, and you\u2019re probably wondering \u201cSales reporting? Where do I even start?\u201d Don\u2019t worry, we\u2019re here to help with sales reports examples you can steal (don\u2019t worry, we won\u2019t tell). Sales reporting is crucial for demonstrating if quotas are being met, showing how teams are performing, and helping to guide sales efforts going forward.<\/p>\n

As many as 48% of underperforming organizations have non-existent or informal sales processes (B2B Sales Management<\/a>). Effective sales reporting processes will help your organization to improve productivity and fast-track client growth. That\u2019s why we\u2019ve penned this blog, complete with handy report templates\u2014to help your team sell harder, better, faster, and maybe even stronger.<\/p>\n

\"handy<\/p>\n

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[\/et_pb_text][et_pb_testimonial author=”Todd Roberts” job_title=”Director of Sales” company_name=”Vendasta ” url_new_window=”on” portrait_url=”\/blog\/wp-content\/uploads\/sites\/6\/2025\/07\/Todd-Roberts.webp” quote_icon_background_color=”#3b9a62″ admin_label=”Testimonial – Todd Roberts” _builder_version=”4.27.4″ body_text_color=”gcid-body-color” author_text_color=”gcid-body-color” position_text_color=”gcid-body-color” company_text_color=”gcid-body-color” max_width=”95%” global_colors_info=”{%22gcid-body-color%22:%91%22body_text_color%22,%22author_text_color%22,%22position_text_color%22,%22company_text_color%22%93}”]<\/p>\n

“Reporting is the most important factor when it comes to holding your team accountable for their efforts on a daily, weekly, and monthly basis. You need to make sure the efforts are there to achieve the results you\u2019re looking for. Expecting results without the accountability is insanity.”<\/em><\/p>\n

[\/et_pb_testimonial][et_pb_text admin_label=”Best practices for sales reporting” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Best practices from sales reports examples for sales reporting<\/h2>\n

Like most things in life, sales reporting is most successful when you know how to prepare for the job. These six best practices are designed to help you break down the process of sales reporting so you can tackle it piece by piece. We\u2019ll go through choosing an audience, gathering metrics, reporting for time-frames, using graphics, and finally adding context.<\/p>\n

1: Know your reporting audience<\/h3>\n

First of all: it\u2019s important to know who you\u2019re writing your report for. Sales managers need different information than, say, new salespeople in order to make the right decisions. Consider who will be reading this sales report, and use that information to guide what you include in the report.<\/p>\n

What information is most important to your audience?<\/strong><\/p>\n

A sales reports example for someone in a senior management role should include numbers relating to the value of their investment compared to the measurable outcomes from their sales team. By contrast, a sales manager reporting to their sales team may want to focus on the progress toward forecasts and the overall productivity of the team.<\/p>\n

Salespeople can also benefit from doing sales reporting of their own. Regular reporting can help salespeople to refine their pitches, focus their efforts toward personal and team goals, and track their revenue.<\/p>\n

Knowing who will be reading your report will help you to focus on information that contributes value to them in their role. Figure out what your reader wants from you, and create a sales reports template that meets their needs.<\/p>\n

2: Gather relevant sales metrics<\/h3>\n

Now that you\u2019ve identified your audience, you can focus on gathering the most helpful information\u2014both qualitative and quantitative. After all, reporting doesn\u2019t end once you\u2019ve thrown in some numbers. The best sales reports examples include qualitative information that contextualizes and reinforces trends and results, whether they\u2019re good or bad.<\/p>\n

If you\u2019ve never tracked sales before or you\u2019re just starting out, before even looking at sales reports examples, start by asking yourself what you\u2019re trying to accomplish. Tracking your sales metrics<\/a> will help you to answer the big questions such as:<\/p>\n