FREE 15+ Sales Report Form Samples in PDF | MS Word

Reports help people understand certain situations by providing them with information that answers questions that pertain to who, what, when, where, and how.  A good example would be if a person were to make use of any General Incident Report Form to provide the fact on any incident that involved two or more parties being injured.

Conducting a report is also a great way to relay information that can help make important decisions. If one were to use assess a referee report form, the information can help determine whether the referee has done what is needed to be properly compensated for officiated matches, or if that person has been unavailable in too many of them which would mean a pay cut. So be sure to properly fill out any report you make.

Daily Sales Report Forms

Daily Sales Report Form Sample

Sample Daily Sales Report Form

Weekly Sales Report Forms

Weekly Sales Call Report Form

Sample Weekly Sales Report Form

Sales Call Report Forms

Hotel Sales Call Report Form

Sales Call Planning Report Form

What Is a Sales Report Form?

A sales report form is similar to service report forms, where one shares information regarding how other people have provided a particular type of service. In this case, it shows sales managers how their representatives are able to conduct sales and to help them see whether or not they have been able to achieve their goal within a certain period of time. So what these forms take into account are the number of calls that were made, and the number of goods that were sold to customers.

How to Write a Sales Report

Sales managers must always require that all representatives under their department present them with a sales report to show progress. So to help these salespeople, the following information must be placed when writing a sales report:

• Date of the report
• Name of the sales representative
• Name of the sales manager
• Number of calls made
• Date of the calls
• Complete name of the customer
• Customer’s location
• Customer’s phone number
• Remarks on the interaction of the sale

If you would  like to learn how to write other reports, such as incident report forms wherein one states information regarding any type of incident, then you may go through our other sample report forms.

Sales Activity Report Forms

Blank Weekly Sales Activity Report Form

Business Sales Activity Report Form

Community Sales Activity Report Form

The Different Types and Purpose of Sales Report Forms

Learning how to do a proper sales report is essential for every sales representative. However, one should also know that different types of sales reports also require different types of forms. This is to help properly document the information which will make analysis of company sales and assessment of factors to sales success much easier. So here are a few examples of these types of forms:

• Daily Sales Report Forms are the kind of forms that are utilized by sales representatives for when they have to provide reports regarding their daily sales activities. So this means looking at all the calls made, and the number of successful customer calls within the day’s time. This can be compared to previous daily sales report to see whether the current day was better or worse in terms of sales.

• Sales Call Planning Report Forms are used by sales representatives to plan out calls ahead of time. What these forms do is set objectives that the representative must attain during the call, and how they will be achieved. This also shows the strengths of the representative and the course of action that was taken to help a customer.

• Sales Employee Performance Report Forms are made use of by the sales managers to determine the performance level of all representatives within a particular department. These forms are to help determine whether an employee was able to achieve the sales quota for a particular time frame, and if the methods that he or she used is effective in ensuring successful sales.

It also pays to learn other types of forms that can help assess a business other than just sales reports. Good examples would be status report forms which show the status of an employee or the business’s performance, or inspection report forms that look into the different parts of the business for any issues.

Sales Activity Report Forms

Sample Sales Activity Report Form

Daily Sales Activity Report Form

Sales Call Planning Report Form

Sample Sales Call Planning Report Form

The Importance of Sales Report Forms

The reason why sales report forms are important, is because it gives sales managers important data regarding the level of performance of their team. Just like how medical report forms contain information to fulfill a certain purpose, the sales report’s purpose is to help keep track of the different sales activities that are happening.

And it uncovers other information such as knowing who your customers are, what prompts and prevents them from buying, and the success rate of each sale made.

Guidelines for Sales Representatives

• A sales representative must learn how to properly manage time and learn how to properly organize information when handling calls.
• The sales representative must always be fully prepared when making a call.
• Sales representatives must talk in clear teams that the customer can understand, much like how one would use a school report form, which states information that has to be properly assessed.
• The sales representative must gather all information from the customer, but must also learn to not ask inappropriate questions such as the issue of money right away.
• If the customer is constantly refusing in purchasing the product, then the representative must learn to let go.

Sales Tax Report Forms

Sales Tax Report Short Form

Sales Tax Report Return Form

Free Sales Report Forms

Daily Sales Report Form

Sales Call Report Form

How to Improve Sale Efficiency

Most sales managers are always trying to make sure that they achieve high sales. So it is up to them to decide on what to do to improve how to increase the efficiency of every sale. So to help, here are a few tips:

• You must train your team properly, reinforce their training, and observe them to see if they are putting what they learned to good use.
• Try to get your team motivated. One of the best ways to do that is through competition by showing the team the numbers on who sold the  most.
• Try to learn the personality of your team members. Doing so will allow you to know their strengths and help you find ways in dealing with their weaknesses.
• Inspire your team by giving them higher commissions. This will most likely get them to strive even further with their goals which would mean more sales.

The point of every report form is to utilize them well so that the information relayed can be properly assessed and used. So whether you are making a business expense report form to report on all of a business’s financial expenses, or student report forms to report on a particular student’s performance, just be sure that you completely and accurately fill out these forms.