After all, this document is a very valuable input for the sales team, which needs accurate data to analyze trends, make forecasts and make strategic decisions.
A sales spreadsheet is a spreadsheet used to record, visualize and analyze a company's sales transactions. Its purpose is to provide the information needed to evaluate results, make forecasts, create strategies and understand the performance of sales representatives.
We recommend you read: What is sales control and why is it important?
What does daily, weekly and monthly monitoring include?
In an Excel sales report, you
list of vatican city consumer email can segment the results based on the time period you want to analyze. For example, days, weeks, or months.
Daily sales report
To record daily sales, you can include what sales activities your team performed during the one-day period, such as:
Among other sales KPIs , the daily sales report in Excel helps you know how productive your sales force is .
A complementary tool you can use is Zendesk's Seller Performance Evaluation Template , with 4 methodologies for evaluating seller performance.
Managing your sales pipeline on a day-to-day basis may not give you an adequate view of your short-term achievements. That's what the weekly sales report is for , which you can also create in Excel.
This document allows you to make a quick assessment of your activity in order to make effective decisions. There are strategies that allow for sudden changes when the objective is to boost the closing rate. For example, if you are having difficulties in the relationship with a prospect.
Let's say your planning gave you a week to convert the sale and you haven't managed to do so. What do you need to change? Is it time to give up on the sale or can a change in strategy make a difference?
In addition to the weekly sales report in Excel, there are other methods to visualize results. Read: What is the conversion rate and how does it relate to the sales funnel?
Monthly sales report
If you are focused on your long-term goals, then it will be more productive for you to understand how to make a monthly sales record.
In addition, you can use it to your advantage to analyze valuable sales indicators for your planning, such as:
Generated leads: people who were interested in your product or service and took some kind of action. For example: downloading content (guide or ebook), subscribing to a newsletter, registering for a webinar, among others.
Qualified leads: leads that you have nurtured with relevant information and with whom you have already had a conversation. With them, you have taken a step closer to conversion.
Customer Acquisition Cost: CAC is a metric that tells you how much it cost to acquire a customer and whether you need to reduce it in the coming months.
Conversion rate: Expresses the relationship between the number of opportunities generated (leads) and those that become effective sales.
Average ticket: This is what you get by dividing the total value of sales by the number of orders.
Additionally, it is worth including loyalty data in your Excel sales report. Your customer retention data is as important, if not more important, than your acquisition data.
