THE KEY-METRICS-ONLY
SALES REPORT TEMPLATE (EXCEL)

Everything you need. Nothing you don’t. Skip the vanity metrics and get the real picture of your sales team’s performance with the sales report template. Built in excel. Pre-made formulas. Update your data for insights.

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WHAT YOU’LL LEARN

SALES PERFORMANCE
INDICATORS TO MONITOR

Get a weekly report into your team’s critical numbers to track progress, identify weak areas, and hit your number.

SEE WHERE NUMBERS
ARE SLIPPING

Don’t wait until it’s too late! The sales report template highlights mission-critical metrics from activity stats to pipeline gaps.

PRE-BUILT FORMULAS
AND REPORTS

Enter rep data and the template will automatically populate with built-in excel formulas and reports for your team.

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HOW TO USE THE SALES
REPORT TEMPLATE

  • UPDATE DATA:
    Enter weekly stats for each rep (activity, pipeline) and the template does the work for you.
  • FOLLOW INSTRUCTIONS INCLUDED
    IN THE TEMPLATE:
    The template comes with instructions on how to update the data – the template works even if you don’t have a degree in Microsoft excel.
  • GENERATE YOUR SALES REPORTS:
    Get clean, accurate data into your team’s activity, pipeline, and leaderboards to understand what’s working (and what isn’t) in your team’s performance.
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WHAT REPORTS ARE INCLUDED?

  • ACTIVITY REPORTS:
    Calls. Emails. Meetings booked. Accounts worked. The sales report template gives you an overview of crucial activity metrics for B2B sales teams.
  • PIPELINE REPORTS:
    Get a weekly report on pipeline coverage and calculate needed pipeline to close the gap between your bookings and your target.
  • LEADERBOARDS:
    Automatically generate a leaderboard for activity and pipeline metrics so you know which reps to focus on.
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THE BIG FAT SALES REPORT EXCEL TEMPLATE

Get your sales report template now (Excel and Google sheet link included)

FAQ

Who is the sales report excel template for?

If you manage a team of B2B sales reps, this is for you!

What format does the report come in?

The sales report template is available as an excel file and as a Google Sheet.

Do I need to know Excel?

No: This template comes with pre-built formulas so you only need to update the data in the excel spreadsheet and let the template do the rest.