9+ Sales Analysis Templates

Sales analysis can be defined as the swift changes that happen in the sales of your company, whether the sales of your company have increased or decreased over time respectively. There are many sample sales analysis templates available for you instantly, to help you create the perfect assessment or your company.

5 Steps to Create a Helpful Sales Analysis

A sales analysis always helps you keep a check on your company’s sales, the profit it gets and also various expenditures it has in its sales department. Follow these steps to create a sales analysis for your company/business:

Step 1: The Data You Want to Track

Before you create a sales analysis of your company, note down what all information you need to track and collect about your business. This includes the number of new customers and old customer, the sales that took place in the given time you want to track, most frequently purchased goods, etc.

Step 2: Regularity of your Analysis

Decide on how regularly you want to track sales, dividing it accordingly(weekly, monthly, etc.) If needed, you can have more than one sales analysis report with all the different topics you need to cover to keep yourself updated. Many SME owners evaluate their monthly and yearly financial statements to assess the progress of their company. The more your sales, the better the growth of your company.

Step 3: Representation of Your Items

The next step would be for you to set your variables which will provide all the details and data to meet your goals. These can be- date, location, the number of sales, etc. If you want to collect details on a particular sales/ services or products, include more detailed items to gather data like categories of the product, product number, customer details, etc.

Step 4: Graph It

Once you have all the information and data required for your sales analysis, try converting it into a graph. Graphical representations give you a clearer picture of what you need to do to increase sales and the growth of your business. Use different variables and visual graphs for better representation of your data collected.

Step 5: Analysis of Your Results

Once you have graphed your data, the last and final step would be creating the sales analysis report with the data you have in your hand now. Check how you will be able to grow through all the challenged thrown at you and emerge as one of the best sales company ever. Ask meaningful questions about how you will work towards achieving your goal. See how your sales change in time by using effective sample analysis templates.

9+ Sales Analysis Templates

1. Sales Analysis Template

sales-anlysis-template
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  • Google Docs
  • Word
  • Pages

Size: A4, US

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It is very important that you come up with well-designed business analysis for a successful sailing of your business in the direction where it needs to be going to. This sales analysis template proves to be an important tool in the evaluation of your revenue generated from your company’s sales. This includes all data linked with sales that help you determine which products or services produce the highest and lowest income respectively. This will help you know where you should work with your production. 

2. Sales Analysis Report Template

sales-analysis-report-template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4, US

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Evaluate your business’s growth in terms of its sales performance using this sales analysis report template. With the use of this template, you can easily see your areas for improvement of your business and see how you can boost and increase sales. This should be your main focus on running the business.

3. Simple Sales Analysis Template

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  • PDF

Size: 20 KB

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The above sample sales analysis template helps you figure out the increase and decrease in the sales of your company for a year. It will help you keep a track of the number of customers increase/decrease and also the increase/decrease in the number of sales of your company. This way, you can know where do you have to put in more effort for the growth of your business.

4. Sales Analysis Report Template

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  • PDF

Size: 42 KB

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A sales analysis report shows you a detailed report of the sales for a particular event. In that, there are details like the name of the item, the category it comes under, the rate per item, the gross and net amount for each, the total cost and what is the final profit for each of the items. This will help you keep an eye on the expenditure that goes into the sales of products from your company and also, what is the revenue from the sales team for you.

5. Sales Analysis Template Format

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  • PDF

Size: 1.2 MB

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E-Commerce can be defined as commercial contracts and deals conducted online over the Internet. It is a very strong agent for economic development. Since technological advancement is growing outrageously all over the world, e-commerce plays a vital role in increasing the sales of your business. The above template is a sales analysis format. This will help you create an overall analysis of your business using e-commerce websites and also, this will help you reach millions of people through the internet.

6. Sales Analysis System Template

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  • PDF

Size: 109 KB

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A sales analysis system works as a manual to the sales department of the company. It contains confidential information about the company’s sales and trade. It contains details of the company, what is the main purpose of having a sales analysis for a company, what are the various objectives the company tries to reach, list of the equipment they have, the number of sales weekly, monthly and yearly basis, customers/clients of the company, etc.

7. A Professional Sales Analysis Report

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  • PDF

Size: 450 KB

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A professional sales analysis report like the one in the above template is given by a customer. It is a report of a customer, the monthly sales recap, the customer/item report, net sales report and the profits, all included in one sales analysis report. Check it out to get a brief idea about how to create a sales analysis report.

8. Formal Sales Analysis Template

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  • PDF

Size: 215 KB

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A formal sales analysis template is a comprehensive mix of performance measurement reports of a company. Sales Analysis provide the strategic input you need to measure the marketplace, guide product decisions of your company, and focus your company’s energies. This will help you grow your business.

9. Sample Sales Analysis Template.

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  • PDF

Size: 35 KB

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This sales analysis template helps customers get more effective venture by providing the tools to monitor their sales productivity and order. It provides you with the data you need to make effective decisions about your sales force by measuring sales, margins, costs by item, site, product group, customers, etc. It helps you analyze sales effectiveness, increase sales and generate reports of the most profitable items and customers.

10. Basic Sales Analysis Template

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  • PDF

Size: 90 KB

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A lost sales analysis shows you the difference between your product and your competitor’s product with a form of why the customer choose the competitor and not you for buying his/her products. The customer/sales team fills it and this will make you understand where do you have to work better to make customers choose you to buy their products from and not your competitors.

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