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    15 Free Sales Report Forms & Templates - Smartsheet

    Download free sales report templates in Microsoft Excel, Word, and PowerPoint; Adobe PDF; and Google Sheets for your business.

    Smartsheet

    This template is ideal for individual sales representatives who need to track weekly sales activity. For each weekday, enter the number of calls made, visits completed, sales leads generated, and deals closed. Include daily revenue goals and actual amount collected. The template calculates daily and weekly totals for all activities and revenue. It ...

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    Use this simple spreadsheet template for daily sales reporting. List products, prices, and item descriptions in the inventory list tab. In the main template tab, use the dropdown menu in each row of the first column (labeled Item No. ) to select a product. Enter the quantity sold and tax rate for each item. The template calculates the total sales a...

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    Create a monthly sales report showing team performance, including the lead conversion rate, outbound calls, and revenue closed for each sales rep. The dashboard provides charts to quickly view your lead-to-opportunity ratio, opportunity-to-win ratio, and sales volume by channel. You’ll find example sales channels for a call center, mobile app, soci...

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    Use this sales analysis report template to track quarterly sales growth for multiple products, regions, and salespeople. The template shows side-by-side estimated versus actual sales for each quarter. Enter your product names and sales amounts to populate the color-coded bar charts. The report also includes a graph comparing product revenue over fo...

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