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Excel Sales Report Template

Having trouble with upload to scribd, please download to see for best formatting. It is a report for salespeople with weekly, monthly and quarterly reports. A helpful guide for setting up a sales dashboard. This excel sales report template will be best for SaaS businesses, but many of the metrics work for other industries as well.

Uploaded by

John Short
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
589 views

Excel Sales Report Template

Having trouble with upload to scribd, please download to see for best formatting. It is a report for salespeople with weekly, monthly and quarterly reports. A helpful guide for setting up a sales dashboard. This excel sales report template will be best for SaaS businesses, but many of the metrics work for other industries as well.

Uploaded by

John Short
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Welcome to the (free) Sales Report Example. You are encourage to copy and paste as much o sample report.

Sales Reports are in no way one size fits all. But this should give you a good bas

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Data as of
Metric
Projected Deals Deals Closed Revenue New Leads Qualified Leads Emails Sent RFPs Sent Top Reps by Revenue James Lilly Emily Lead Contacted / Lead RFPs Sent / Lead Deals / Lead $100-$200 $201-$300 $301-$400 $401-$500

Week 1

Week 2

Add graphs from other Sheets below here

Metric
Projected Deals Deals Closed Revenue New Leads Qualified Leads Emails Sent RFPs Sent Top Reps by Revenue James Lilly Emily Lead Contacted / Lead RFPs Sent / Lead Deals / Lead $100-$200 $201-$300 $301-$400 $401-$500

3rd Quarter

4th Quarter

History
Core Metrics
Week Number Week
Leads Qualified Leads Leads Contacted Touches RFPs Sent Deals Closed Revenue

Week 1 1/1/2012

Week 2 1/8/2012

Week 3 1/15/2012

Week 4 1/22/2012

Communication Stats
Week Number
Cold Calls Emails Sent Email Opens Emails Replied to Demos Given

Week 1

Week 2

Week 3

Week 4

Conversions on Leads
Week Number
Lead Contacted / Lead RFPs Sent / Lead Deals / Lead RFPs Sent / Demo Revenue / Deals Closed

Week 1

Week 2

Week 3

Week 4

Deals per Deal Size


Week Number
$100-$200 $201-$300 $301-$400 $401-$500

Week 1

Week 2

Week 3

Week 4

Week 5 1/29/2012

Week 6 2/5/2012

Week 7 2/12/2012

Week 8 2/19/2012

Week 9 2/26/2012

Week 5

Week 6

Week 7

Week 8

Week 9

Week 5

Week 6

Week 7

Week 8

Week 9

Week 5

Week 6

Week 7

Week 8

Week 9

Week 10 3/4/2012

Week 11 3/11/2012

Week 12 3/18/2012

Week 13 3/25/2012

Week 14 4/1/2012

Week 10

Week 11

Week 12

Week 13

Week 14

Week 10

Week 11

Week 12

Week 13

Week 14

Week 10

Week 11

Week 12

Week 13

Week 14

Week 15 4/8/2012

Week 16 4/15/2012

Week 17 4/22/2012

Week 18 4/29/2012

Week 19 5/6/2012

Week 15

Week 16

Week 17

Week 18

Week 19

Week 15

Week 16

Week 17

Week 18

Week 19

Week 15

Week 16

Week 17

Week 18

Week 19

Business Metrics
Metric
Marketing Spend Leads Qualified Leads Leads Contacted RFPs Sent Deals Closed Revenue Lead Contacted / Lead RFPs Sent / Lead Deals / Lead RFPs SentDeals Revenue / / Demo Closed Cost per Lead CAC Churn LTV $100-$200 $201-$300 $301-$400 $401-$500

Q1

Q2

Q3

Q4

Time-to-Close
Overview
Leads Contacted Touches Email Replies RFPs Sent Deals Closed Revenue

1 Day

1 Week

2 Weeks

3 Weeks

$100-$200
Leads Contacted Touches Email Replies RFPs Sent Deals Closed Revenue

1 Day

1 Week

2 Weeks

3 Weeks

$201-$300
Leads Contacted Touches Email Replies RFPs Sent Deals Closed Revenue

1 Day

1 Week

2 Weeks

3 Weeks

$301-$400
Leads Contacted Touches Email Replies RFPs Sent Deals Closed Revenue

1 Day

1 Week

2 Weeks

3 Weeks

$401-$500

Leads Contacted Touches Email Replies RFPs Sent Deals Closed Revenue

1 Day

1 Week

2 Weeks

3 Weeks

4 Weeks

5 Weeks

6 Weeks

7 Weeks

8 Weeks

4 Weeks

5 Weeks

6 Weeks

7 Weeks

8 Weeks

4 Weeks

5 Weeks

6 Weeks

7 Weeks

8 Weeks

4 Weeks

5 Weeks

6 Weeks

7 Weeks

8 Weeks

4 Weeks

5 Weeks

6 Weeks

7 Weeks

8 Weeks

9 Weeks

10 Weeks

11 Weeks

12 Weeks

9 Weeks

10 Weeks

11 Weeks

12 Weeks

9 Weeks

10 Weeks

11 Weeks

12 Weeks

9 Weeks

10 Weeks

11 Weeks

12 Weeks

9 Weeks

10 Weeks

11 Weeks

12 Weeks

Touches by Rep
Sales Rep
James

Metrics
Touches Deals Conversion Revenue Touches Deals Conversion Revenue Touches Deals Conversion Revenue Touches Deals Conversion Revenue Touches Deals Conversion Revenue Touches Deals Conversion Revenue

January

February

March

Lilly

Emily

John

Zack

Sarah

April

June

July

Largest Deals
Company Name
1 2 3 4 5 6 7 8 9 10

Deal Size

Seats Sold

Touches

Time-to-Close

Sales Rep

Largest Renewals
Company Name
1 2 3 4 5 6 7 8 9 10

Deal Size

Seats Sold

Touches

Time-to-Close

Sales Rep

Largest Deals Lost


Company Name
1 2 3 4 5 6 7 8 9 10

Deal Size

Seats Sold

Touches

Time-to-Close

Sales Rep

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