19+ Sales Activity Report Templates – Word, Excel, PDF
Sales activity reports are a crucial aspect of any organization. Report samples that are available online will help you create the best reports that you need and those that will suit your preferences best. The salespeople employed by a company are required to submit the sales activity report to the higher authority who will track the progress made by the employee.
Sales Activity Report Template
Create an overview of your company’s sales activities with the above-mentioned and professionally-written activity sales report template. Deliver your sales activity report accurately and effectively when you make use of this template. It has well-written content that you can either use as it is or make your own by replacing parts of the content with your details. Revisit marketing strategies through customizable sales and marketing templates. Try it out now!
Weekly Sales Activity Report Template
Provide a summary overview of your sales activity by downloading and taking advantage of this sample weekly report template. Having this report is beneficial for your business when you want to analyze the effectiveness of your selling tactics. It will measure your sales and evaluate the result if you’ve reached your quota during the week. Make your business more professional and improve your documentation with this industry-compliant business document.
Printable Activity Report Template
However, the new salesmen are often at loss on how to create a proper sales activity report. If you are in a fix on how to make a sales activity report, you can make use of the above template, to save time and effort. These report templates are great as these come up with a pre-prepared format, covering all the needed points of a proper sales activity report- and you would simply need to enter the needed information there. Check them out now!
Editable Sales Activity Report Template
Create detailed reports for your sales activities using the above-mentioned sales activity report template. All you have to do is download the template, edit and customize it according to your needs and preferences. It is not just limited to a computer, but it can be downloaded on any electronic device.
Weekly Sales Activity Report Template
When you the template with you, you are never required to go through the hassle of compiling a whole daily activity report from the beginning. Further, you would be easily able to follow the same template to keep a check on all your future sales activities. Report templates in Excel will be of great help in case you want to make spreadsheets to show your data. The good part is that there are several sites online that provide customized sales activity reports so that you can modify the information according to your specific needs.
Free Monthly Sales Activity Report Template
The above template is a sales activity report you can download for free. It is very easy to edit and can be fully customized to suit your needs and the idea of a sales report that you have in your mind. This file is designed for making a sales report every month. Monthly management reports can also be of great use for you if you need to create monthly based reports on management and other departments.
Free Weekly Sales Activity Report Template
This report template is one that can be used to monitor sales activity every week. It is free to download and edit the way you like. These reports help a firm to understand the progress of the sales and also, to identify the shortcoming effortlessly. It is very important that you add critical information in your sales report that needs to mentioned without fail.
Free Daily Sales Activity Report Template
As there are many complexities in the business world, make sure that you have the best sales report aid out to make sure you have the best growth towards success. Check project report templates in case you need help making reports for any project you are working on. A well-formatted report template you can use for keeping track of sales activities daily, like the one above, would be of great help to you, so you do not have to create a report from scratch.
Weekly Sales Activity Report Word Template Free Download
Creating a Sales Activity Report:
1. Know Your Audience
The first thing for you to do is know who your target audience is. Before you start building your report, consider who your possible audiences are and know what information they need and what can you provide. You should keep in mind your audience and write it from their perspective. Since there are many different stages of your audience, your report should be made in such a way that everyone understands what you are trying to convey through your report.
2. Mention a Timeline
It is very important that you decide on a timeline you want to make the report on since it might be tough to create one with all the sales numbers. This way, you can focus on one particular time period. This could be weekly, monthly or annually based. This kind of report would be easier or the audience to understand as it gives an approximate and accurate comparison.
3. Gather Your Data
You cannot build a strong sales activity report without reliable information. So, make sure that you have all the information that you need before you start making the report. Regardless of whether you are a small, medium or large business, you need to gather all the data you possibly can to make the perfect report. Report templates in Word would be of great help to you to create the perfect Word format document as a report. Pick the right information that needs to be shared, nothing more, nothing less.
4. Add Context
The next thing for you to do would be to add the necessary details and information into the report. Status report templates will help you create the perfect status report for your organization if and when needed. Add the right visuals in your report, which means that you can use graphs, pie charts, etc. to make it look attractive and this would want to make the reader your report.
The last and final step for you to do is to review your report well enough before you send it in. This way, you stay clear of any information that might have been missed or the wrong details. Once you are ready with the report, send it to whoever you need to.
Sales Activity Report Excel Template Free Download
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Add some informative details as not everyone is as knowledgable of what you do as you are. This information would help them understand your report. Check printable report templates for more. A sales activity report needs to have all the dates of the time period you are talking about, dates of sales within a given specific time, etc. This way, it gets easier to keep a check on the sales that are going in your organization.
Report templates in PDF can be of great help while creating the reports in the form of a PDF. It is always important that you know who the report ids for in the first place so that you can make them accordingly. Think about the information they need to act upon and put that into your reports as forms of words or visual aids. Only add essential data and eliminate the ones that are not required in your report. And voila, there you have the right report ready!