Sales report template provides an editable starting point to track sales totals, targets, products, customers, periods, variances, and performance trends. The downloads on this page are designed for sales teams, retailers, startups, and business managers. Choose the layout that fits your needs, replace the sample information, and review every entry before printing, sharing, or using the completed document.
For connected tasks, you may also use our sales revenue report templates, quotation templates, and annual report template.
A well-organized sales report can show the number of sales achieved, assigned targets, individual salesperson performance, reporting periods, and other relevant information. It provides managers and business owners with a structured way to review sales activity and compare actual results with expected targets.
Using a ready-made sales report template in Word or Excel saves time and provides a consistent format that can be customized for different teams, products, sales periods, or business requirements.
What Is a Sales Report?
A sales report is a business document that summarizes sales activity and performance during a particular period. It may cover daily, weekly, monthly, quarterly, or annual results.
Sales reports can be prepared for an individual salesperson, sales team, department, product category, territory, or entire business. The information included depends on what management needs to measure.
A typical sales report may compare sales targets with actual results. This helps managers understand whether sales objectives are being achieved and where additional attention may be needed.
What Does a Sales Report Template Include?
The exact format depends on the business, but a useful sales report format can include:
- Company name
- Salesperson or sales team
- Reporting period
- Sales target
- Actual sales achieved
- Number of orders or transactions
- Products or services sold
- Sales revenue
- Target achievement percentage
- Customer or territory information
- Previous-period comparison
- Sales notes
- Challenges or market observations
- Recommendations
- Manager comments
Not every sales report needs all of these fields. A simple report may only track targets and actual sales, while a more detailed report can include revenue, product performance, customer information, and comparisons.
Benefits of Using a Sales Report Template
A free sales report template provides a consistent structure for collecting and presenting sales information. Instead of creating a new report layout every reporting period, businesses can reuse the same format and update the figures.
Sales reports can help managers identify strong and weak sales performance. Comparing targets with actual results can highlight areas where a salesperson or team is performing above expectations or falling behind.
Regular sales reporting can also support better planning. Historical sales information may help businesses review trends, evaluate sales strategies, and determine where additional resources or attention may be useful.
For sales teams, a standardized report also makes it easier to communicate results to management.
Sales Report Template in Word
A sales report Word template is useful when the report contains written observations alongside sales figures. Microsoft Word allows you to customize headings, tables, company information, salesperson details, targets, and management comments.
Word is particularly convenient for creating printable sales reports or reports that need to be shared as PDF documents.
The template can be reused for different reporting periods while maintaining a consistent company format.
Sales Report Template in Excel
An Excel sales report template can be especially useful when the report contains multiple salespeople, products, transactions, or reporting periods.
Excel makes it easier to organize sales information in rows and columns and can support sorting, filtering, formulas, and charts when those features are configured in the workbook.
For example, a sales manager may maintain columns for salesperson, target, actual sales, variance, and achievement percentage. This structure makes it easier to compare performance across the team.
How to Prepare a Sales Report
Start by defining the reporting period and deciding what sales information needs to be measured. Collect the relevant sales data and organize it consistently.
Next, enter the sales targets and actual results. If the report tracks individual employees, identify each salesperson clearly. For product or territory reporting, add the appropriate category or location.
Compare actual results with targets and highlight important observations. If sales are below expectations, document relevant factors such as customer demand, product availability, competition, or other business conditions when supported by the available information.
Finish the report with useful conclusions or recommendations. Keep the report focused on information that can help management understand performance and make decisions.
Daily, Weekly, and Monthly Sales Reports
The same sales report template can often be adapted for different reporting periods.
A daily sales report may focus on transactions, orders, revenue, or sales activity completed during the day. A weekly sales report can provide a broader view of team performance and progress toward targets.
A monthly sales report can provide more detailed analysis, including target achievement, salesperson comparisons, product performance, and changes from previous months.
Choosing the appropriate reporting period depends on the business and how frequently management needs sales information.
Sales Report vs. Sales Revenue Report
A sales report generally focuses on sales activity and performance, while a sales revenue report may focus more specifically on revenue generated from sales.
The two reports can overlap, and a sales report may include revenue as one of its key metrics. However, a broader sales performance report can also track targets, salesperson performance, orders, products, customers, and other indicators.
A sales report template can therefore be customized to emphasize the metrics most important to a particular business.
Download sales report templates.
Monthly Sales Report Template
This editable sales report format helps organize revenue, targets, product performance, customer activity, trends and sales-team results.
Click on the download button and make this sales report template your own.
Sales Performance Report Template
This editable sales report format helps organize revenue, targets, product performance, customer activity, trends and sales-team results.
Related Templates
You may also find our sales revenue report templates and our progress report templates useful.
Frequently Asked Questions
1. What is a sales report template?
A sales report template is a pre-formatted document used to organize sales performance information such as targets, actual sales, salespeople, reporting periods, revenue, and other sales metrics.
2. What should a sales report include?
A sales report may include the company name, reporting period, salesperson, sales target, actual sales, revenue, orders, target achievement, products, and management observations.
3. Can I use a sales report template in Word?
Yes. A Word sales report template can be customized with company information, sales figures, tables, targets, observations, and other report sections.
4. Is Excel better for sales reports?
Excel can be particularly useful when a sales report contains multiple salespeople, products, transactions, or periods because information can be sorted, filtered, and calculated.
5. How often should a sales report be prepared?
The frequency depends on the business. Sales reports may be prepared daily, weekly, monthly, quarterly, or annually depending on management requirements.
6. What is the difference between a sales report and a sales revenue report?
A sales report can cover broader sales performance information, while a sales revenue report focuses primarily on revenue generated from sales. A sales report may include revenue as one of several metrics.
7. Can a sales report track sales targets?
Yes. A sales report can compare assigned sales targets with actual results and show how much of the target has been achieved.
8. Can I customize the sales report template?
Yes. You can add or remove fields for salespeople, products, customers, territories, targets, revenue, orders, and other information according to your reporting needs.
