Category: Sales Reports

Create Daily Sales Report in Excel

Set up Day-to-day Product or Service Sales Report with Excel Is daily sales report the right way to monitor and report your sales efforts and results? While daily tracking is perfect for some businesses other companies don’t really need daily tracking. The frequency of reporting will depend on the nature of the business. In addition […]

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Sales Forecasting: How to Improve Your Sales Forecast

Sales Forecasting Ideas and Tips to Improve Your Current Sales Forecasts   If you need to generate significantly better sales forecast, in that case it really is time to have a different strategy. Just giving the same reports from the numbers reported in your business and generating modifications depending on just a gut feel will […]

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Top 3 Sales Metrics Every Business Should Measure

Sales Metrics: What are your strategic metrics for sales It’s very easy for business managers and sales managers to get overloaded with technology, tools and applications available today. It happens to everyone. Today, managers can measure many different metrics and KPIs and that is great. However, without planning what to measure managers can lose track […]

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Sales by Region Chart in Excel

Here is yet another example of creating effective sales charts in excel to analyze your sales data, trends, sales metrics and key performance indicators (KPIs). This excel chart illustrates how sales data analysis in Excel can be simplified. In this example we use a simple and yet effective excel chart to present sales data from […]

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Sales Turnover Ratio

Sales turnover is an efficiency and productivity ratio. For example, if company A and company B have the same revenue but company B has twice as much average inventory in a given time period – this means that company A is more efficient and profitable. The time required to sell your inventory or the time […]

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How to Improve your Sales Funnel by Selecting the Right Metrics

Sales Funnel Management Tips and Tools Sales Funnel Tool 1. Your sales funnel is a process If you look at your sales funnel as a process, meaning consecutive stages and steps, you will realize that the strength of your overall process depends on its weakest link (step in the sales and marketing process). For example, […]

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Sales Pipeline Analysis Process, Strategies and Tactics

The sales pipeline is a complex process which is of high value to the organization because the way you manage your sales pipeline will drive the overall sales performance of your company. The sales analysis can include various approaches. For example, you can analyze the overall team performance as well as individual performance. In addition […]

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Sales Performance Analysis: The 4 Main Areas

1. Lead Generation Process Analysis Every sales opportunity starts with lead generation. While the lead generation process will be different for different companies the single common thing for each process is that it needs to create steady flow of high quality leads. It’s not always about the numbers – how many leads were generated but […]

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How to Improve the Quality of your Sales Leads and Boost Sales Funnel Performance

If we start with the end point in mind of conversion rate in your sales funnel and how we measure it and compare with others we can quickly learn that some things doesn’t make any sense. Conversion rate varies drastically among companies and industries simply because there are too many variables that impact this ratio. […]

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Sales Management Tools, Tips, Reports, Analysis, Articles and Templates

Sales management resources for sales managers and business professionals. How to improve sales performance, sales management, sales reporting & analysis, develop your sales dashboard and create sales reporting system by focusing on the most important sales KPIs and metrics for your business. Sales strategies, tactics and tips: Sales and Marketing Process Improvement with Six Sigma […]

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