sample sales report forms

Reports are created to help people acquire important information regarding how certain events and situations happened. A good example of this is a general incident report form where one is able to gather and see all the data pertaining to a certain incident, such as who started the incident and where it happened.

Business benefit greatly from conducting reports. From doing progress reports on how well their employees are doing, to using copyright report forms that trace the right of ownership of certain products. All one has to do is to know how to create and utilize these reports, which is why the information here should be able to help you.

Daily Sales Report Form

Daily Sales Activity Report Form

Details
File Format
  • PDF

Size: 194 KB

Download

Monthly Sales Report Forms

Monthly Retail Sales Report Form

Details
File Format
  • PDF

Size: 49 KB

Download

Monthly Sales Activity Report Form

Details
File Format
  • PDF

Size: 42 KB

Download

What Is a Sales Report?

Sales report are what businesses use to help them keep track and make a record of all sales made within a certain period of time. These help the business see the progression of the businesses’ state of finances over an extended period of time. Think of these in the same way as using Expense Report Forms, but instead of using it to report on the total number of expenses, one records all information on what items were sold and how much of it was sold.

This can help businesses make important decisions based on the kind of report received by the sales representatives that conduct the report. So be sure that when making any sales report, you do so by placing every number accurately.

Why Are Sales Reports Used?

As mentioned earlier, sales reports can help businesses make important decisions based on the information it  contains. Similar to using Performance Report Forms to see an employee’s ability to handle certain services, if it sees that there are things that need to be done to improve, then those in charge may make important decisions to ensure that the sales goals are met. So knowing how sales are increasing or decreasing is very important for businesses to help them achieve the success that they are looking to gain.

Weekly Sales Report Form

Weekly Sales Consultant Report Form

Details
File Format
  • PDF

Size: 73 KB

Download

Sales Call Report Form

Sales Call Planning Report Form

Details
File Format
  • PDF

Size: 57 KB

Download

Sales Analysis Report Forms

Product Sales Analysis Report Form

Details
File Format
  • PDF

Size: 228 KB

Download

Sales Promotion Analysis Report Form

Details
File Format
  • PDF

Size: 257 KB

Download

The Different Types of Sales Report Forms

There are many different methods that one can use when conducting sales reports. Since there are may different ways to do so, one must learn which of the proper forms is appropriate for the sales report. Considering that there are many different types, learning how each of them are utilized is essential to every sales representative that has to create them. So here are a few examples of sales report forms.

  • Weekly Sales Report Forms are utilized by sales representatives to help them report all sales that were made within a week’s time. This shows the statistics of all the items sold and can be used to compare the sales from the previous week’s.
  • Monthly Sales Report Forms are what are used to see the sales within a month’s time. This is very similar to a weekly sales report form wherein the only difference is that in a monthly sales report covers more dates that sales representatives must assess the sales. This helps see whether the goals for the month have been achieved or to show why the goal of the month was not seen.
  • Sales Report Staff Performance Report Forms are made use of by employers to see the performance of each staff member’s ability to produce sales. This can be used in the same sense as Evaluation Report Forms which shows how much sales a particular department was able to make within a certain time frame. Knowing this can help see whether these people are meeting their sales quota, or if certain things need to be done so that their performance is improved, such as putting these people through training or possibly even terminating them.

If you would like to know other different types of report forms, such as  Business Report Forms to help one see what a business has achieved, then you may go through any of our report form samples to help you.

Sales Activity Report Form

Sales Agent Activity Report Form

Details
File Format
  • PDF

Size: 1 MB

Download

Sales Projection Report Form

Annual Sales Projection Report Form

Details
File Format
  • PDF

Size: 4 MB

Download

Sales Performance Report Form

Employee Sales Performance Report Form

Details
File Format
  • PDF

Size: 626 KB

Download

Sales Staff Performance Report Form

Details
File Format
  • PDF

Size: 282 KB

Download

Sales Budget Performance Report Form

Details
File Format
  • PDF

Size: 326 KB

Download

Why Is Conducting a Sales Report Important for Business?

Sales reports help business managers stay on top of everything that is going on within the business. It can give you valuable data regarding how your staff is performing, and just how much they are selling to ensure that your business is gaining profit.

It also helps gain other information such as knowing who your customers are, what prompts your customers to buy your products and what convinces them to continue buying them. This can even be used in the same way as Complaint Reporting Forms to see what problems your products have that results in majority of the public not buying them.

How to Write a Sales Report

Here are the following information that you must include in the event that you are required to write up a sales report:

  • Date of the sales report
  • Name of the sales representative
  • Name of the sales manager
  • Type of sales report (daily, monthly, weekly etc.)
  • Goal of sales that need to be met
  • Dates of the sales
  • Items of each sale
  • Quantity of each item
  • Price sold for each item
  • Total amount of all items sold

You may also use the information to create Sales Activity Report Forms that shows how certain sales were done and what sales were made.

Sales Comparison Report Forms

Weekly Sales Comparison Report Form

Details
File Format
  • PDF

Size: 626 KB

Download

Yearly Sales Comparison Report Form

Details
File Format
  • PDF

Size: 523 KB

Download

Sales Report Forms in PDF

Monthly Sales Report Form

Details
File Format
  • PDF

Size: 585 KB

Download

Quarterly Sales Report Form

Details
File Format
  • PDF

Size: 23 KB

Download

Sales Revenue Report Form

Details
File Format
  • PDF

Size: 339 KB

Download

Sales Performance Review Report Form

Details
File Format
  • DOC

Size: 12 KB

Download

What To Do When Having a Bad Sales Month

  • Control anything that you can to help you achieve sales. If you cannot control when a customer is willing to answer your calls, you can control the number of times you make these calls.
  • Even when the sales month seems bad, do not let it take over and ruin your performance. One bad call from a customer should not justify that the rest of the week or even the month should be a bad one for how your business’s sales are going to go.
  • Take action and put effort to make sure that you achieve your sales target. Just waiting for certain things to happen will not help you achieve business financial success, so you must do what you can to improve your sales such as reaching out more to customers.

If you would like to know more about the different type of forms such as annual credproject report formsit report forms that report on your current year’s credit history or project report forms to show your project’s progress, then you may go through any of our report form examples to get more information to use report forms efficiently.

Related Posts