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 immediate insights.
Get a weekly report into your team’s critical numbers to track progress, identify weak areas, and hit your number.
Don’t wait until it’s too late! The sales report template highlights mission-critical metrics from activity stats to pipeline gaps.
Enter rep data and the template will automatically populate with built-in excel formulas and reports for your team.
You’ve got a good feel for the top performers on your team. Get a snapshot of your activity leaderboard in a couple of clicks.
Meetings are critical to deal momentum, relationship building, and staying top of mind. See weekly bookings by rep.
Can’t close deals without picking up the phone. See the weekly call activity for each rep and light a few fires if you need to.
Get some hard activity data that helps explain why certain deals are stalling, stagnating, or falling off the map.
Emails are money! At least they can be. See weekly sales email activity for each rep and see where activity is falling short.
See the gaps in your pipeline that are impacting the accuracy of your sales forecast. Pro tip: pipeline coverage should be 3X gap to quota.
Keep tabs on this critical pipeline metric. Just enter rep quota and total weekly bookings to see % goal attainment.
Use the Needed Pipeline Calculator to identify missing pipeline. You’ll see Win-Rate, Expected Bookings, and Expected Gap Pipeline Need, broken down by each rep.
Get your sales report template now (Excel and Google sheet link included)
Who is the sales report excel template for?
If you manage a team of B2B sales reps, this is for you! The report gives you insights from two perspectives: Activity Metrics and Pipeline. It will help you evaluate reps, forecast, and even identify pipeline risk, all based on reality, not opinion.
What format does the report come in?
The sales report template is available as an excel file and as a Google Sheet. Regardless of which format you use, the value of the insights are exactly the same. Both versions include two important tabs: Activity Metrics and Pipeline.
Do I need to know Microsoft Excel to use this sales report template?
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. No need to be a master in Excel or Google Sheets—this template is built to be easy to use.
Do you have any other tips or sales reporting best practices?
For an in-depth look into all of these metrics, check out Track These 7 Sales Analytics To Increase Team Performance.