Total sales opportunities
Posted: Thu Jan 02, 2025 8:56 am
Align your report with your audience
Who will use and view your completed sales reports—your CEO, VP, or sales reps? When building your template, think about who your sales report audience will be, and ensure you include the information they’ll want to see.
For example, a busy CEO may only need to see high-level sales and marketing metrics, while your sales team members may want to get more into the specifics of sales activities and performance.
3. Decide on the reporting time period
In step one above, we touched on the cadence of data generation and analysis and how this will depend on your business needs and goals. Step three calls for establishing the most appropriate data presentation and evaluation timeframes, the most common being daily, weekly, and monthly reporting.
Here are some examples of the types of KPIs and metrics you may want to include in each:
Here are some examples of the types of KPIs and metrics you may want to include in each:
Daily sales report template: To track daily sales activities and algeria mobile phone number performance figures, you could include the following:
Outbound call duration
Total outbound calls
Total proposals sent
Total emails sent
Weekly sales report template: For weekly sales performance assessment, consider including these metrics:
Call volume
Taux de conversion
Total appointments scheduled
Total deals closed
Sales per channel
Sales per region
Monthly sales report template: Your monthly report should provide more of an overview of performance over the month and may include metrics like:
Total deals per pipeline stage
Total appointments scheduled
Durée moyenne du cycle de vente
Average conversion rate
Montant moyen des transactions
Total sales volume
Who will use and view your completed sales reports—your CEO, VP, or sales reps? When building your template, think about who your sales report audience will be, and ensure you include the information they’ll want to see.
For example, a busy CEO may only need to see high-level sales and marketing metrics, while your sales team members may want to get more into the specifics of sales activities and performance.
3. Decide on the reporting time period
In step one above, we touched on the cadence of data generation and analysis and how this will depend on your business needs and goals. Step three calls for establishing the most appropriate data presentation and evaluation timeframes, the most common being daily, weekly, and monthly reporting.
Here are some examples of the types of KPIs and metrics you may want to include in each:
Here are some examples of the types of KPIs and metrics you may want to include in each:
Daily sales report template: To track daily sales activities and algeria mobile phone number performance figures, you could include the following:
Outbound call duration
Total outbound calls
Total proposals sent
Total emails sent
Weekly sales report template: For weekly sales performance assessment, consider including these metrics:
Call volume
Taux de conversion
Total appointments scheduled
Total deals closed
Sales per channel
Sales per region
Monthly sales report template: Your monthly report should provide more of an overview of performance over the month and may include metrics like:
Total deals per pipeline stage
Total appointments scheduled
Durée moyenne du cycle de vente
Average conversion rate
Montant moyen des transactions
Total sales volume