The 10 simple sales report templates in Excel | WPS Office Academy (2024)

Sales Report Templates in Excel help you measure and track your progress when selling products or services. These templates can be customized to your specific needs and goals. Sales reports template can be a valuable tool for entrepreneurs, small businesses, and large companies alike.

By tracking your sales data, you can identify patterns and trends, set goals, and plan strategies. Sales report templates can be used to track individual salespeople's performance, measure the success of marketing campaigns, and even forecast future sales. Sales Report Templates in Excel are easy to use and can save you time and money.

Simple Creative Sales Budget

This Simple Creative Sales Budget will help you to track your sales income and expenses so that you can see how well your business is doing.

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Sales Record Sheet

These Sales Record Sheet templates provide an easier way of recording sales via spreadsheets in Microsoft Excel. The Sales Record Sheet template is divided into columns and rows for ease of data input and understanding.

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Financial Report Sales Revenue

Financial reports are a critical part of any business. They provide insights into sales revenue, expenses, and profit margins. However, creating these reports can be time-consuming and complex. That's where the financial report sales revenue template comes in.

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Sales Situation Sheet

The Sales Situation Sheet template in Excel is a simple, yet effective, way to track sales information. This template includes three worksheets: one for sales data, one for customer data, and one for product data.

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Simple Sales Summary Report Chart

The Simple Sales Summary Report Chart allows you to input your sales data for the current month, quarter, and year-to-date. You can also review your sales targets for the upcoming month, quarter, and year.

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Daily Sales Record Sheet

The Daily Sales Record Sheet is a simple sales report template in Excel that can be used to track sales data on a daily basis. The template is designed to be easy to use and understand, and it can be customized to fit your specific needs.

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Sales Clerk Performance Report

This report provides a detailed analysis of sales clerk performance, including information on sales volume, average transaction size, and Sales Per Hour. The Sales Clerk Performance Report can be customized to include data for specific time periods, clerks, or products.

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Daily Sales Report

Daily Sales Report is an excellent template for those in sales or who manage sales teams. It can help you track progress, identify patterns, and make decisions about where to focus your efforts.

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Sales Performance Report

Sales teams often use Sales Performance Report templates to track their performance against goals. This type of template typically includes data on the number of sales, the value of sales, and the average sale price.

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Annual Analysis and Summary Report of Sales Data

The Annual Analysis and Summary Report of Sales Data template is a great choice for businesses that want to keep track of their sales data without spending a lot of time on reporting.

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We've compiled a list of the 10 Simple Sales Report Templates in Excel, which you can download for free from WPS Office. These templates are easy to use and can help you create a professional-looking timeline for your project. With just a few clicks, you can add Milestones, Tasks, and Notes to your timeline, and then easily share them with your team. So why wait? Download WPS Office today and get started on your next project.

The 10 simple sales report templates in Excel | WPS Office Academy (2024)

FAQs

How do I create a simple sales report in Excel? ›

How to Prepare a Sales Report Format in Excel?
  1. Step 1: List Down the Product Names From Your List of Products. ...
  2. Step 2: Using the Sales Report, Find the Unit Price. ...
  3. Step 3: Calculating Total Sales For a Day. ...
  4. Step 4: Calculating Monthly Sales For a Product in Excel. ...
  5. Step 5: Calculating the Quantity of Sold Products.

How do I download Excel templates? ›

Free Excel for the web templates
  1. Go to Create.Microsoft.com.
  2. Click Templates at the top of the page.
  3. On the Templates page, click Excel. ...
  4. Click the template you want, click Edit in Browser, sign in if prompted, and then click Continue.

What is a sales report template? ›

A sales report template provides a pre-built form for compiling sales data. The report gives sales managers and stakeholders insight into daily, weekly, monthly, quarterly, or yearly sales performance, and might focus on one salesperson or a sales team.

How do you write a simple sales report? ›

How to write a sales report: A step-by-step guide
  1. Step 1: Define the reporting period. Begin by specifying the time frame for your report. ...
  2. Step 2: Gather data. Collect relevant sales data for the chosen period. ...
  3. Step 3: Choose Key Performance Indicators (KPIs) ...
  4. Step 4: Organize the report. ...
  5. Step 5: Create visuals.
Sep 21, 2023

Where can I find templates on Excel? ›

Select File > New and search for accessible templates using the Search for online templates field. Select one of the accessible templates to open a new workbook based on the template.

Where can you search and download Office templates in Excel? ›

You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, cover letters, presentations, social media and much more.

Where can I download free templates? ›

Users can download templates from Template.net and edit them in their favorite software applications.

What does top 10 mean in Excel? ›

The "Top 10 Items..." and "Bottom 10 Items..." rules will highlight cells with one of the appearance options based on the cell value being the top or bottom values in a range. Note: The default number of items is 10, but you can specify any whole number up to 1000 for Top/Bottom Items to be highlighted.

What is a slicer in Excel? ›

Slicers provide buttons that you can click to filter tables, or PivotTables. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is currently displayed.

How do I find the top 5 records in Excel? ›

Using an Array Formula to Display Top Five Values
  1. Select cells E3 to E7. This set of cells will hold the top five client balances.
  2. In the formula bar, enter the following formula: =LARGE(C3:C17,{1;2;3;4;5}
  3. Then press Ctrl+Shift+Enter.
  4. The top five balances will be displayed.
Feb 13, 2014

What is a sales report in simple terms? ›

A sales report is a collection of metrics, quantitative data and qualitative inputs that helps to evaluate sales performance within a team, region, division or organization.

How do you make a sales sheet? ›

How to Create a Sell Sheet
  1. Draft the text. The written description is the main component of your sell sheet. ...
  2. Create a catchy headline. The headline should summarize the main purpose of the product while reflecting the tone of the company. ...
  3. Choose images. ...
  4. Outline the format. ...
  5. Include testimonials.
Aug 29, 2022

Can you Create a sales report in Excel? ›

Learning how to make a sales report using popular tools such as excel, powerpoint and freshbooks are considered staples to any field manager's diet. Done properly, they provide a basic level of insight into a team's performance and inform managers of the progress being made towards achieving their sales goals.

How do I Create a simple sales page? ›

How to create a sales page
  1. Identify your target audience. When you start creating a sales page, the first step is to identify the ideal customer. ...
  2. Define your value proposition. ...
  3. Determine pricing options. ...
  4. Choose a type of sales page. ...
  5. Create a headline. ...
  6. Emphasize the benefits. ...
  7. Overcome objections. ...
  8. Add visual elements.
Feb 3, 2023

Can I generate a report from Excel? ›

How to make reports in Excel
  1. Enter the data into the sheet using the "Insert" option in the program toolbar.
  2. After the data is in the sheet, find the "Select data" option to choose the information you want to display. ...
  3. Select the style of graph you want for your report from the "Chart design" tool in the menu.
Mar 10, 2023

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