Create Daily Sales Report in Excel

Why a Daily Sales Report Is Essential

Daily sales reporting gives you a clear, real‑time picture of how your business is performing. It helps you:

• Identify trends before they become problems.
• Measure the impact of marketing campaigns and promotions.
• Motivate sales teams with up‑to‑date results.
• Make quick, data‑driven decisions.

Even if you don’t need a report every single day, having a template ready in Excel means you can start tracking as soon as the need arises.

Step‑by‑Step Guide to Build Your Daily Sales Report in Excel

1. Set Up the Raw Data Sheet

Collect the following fields for each transaction:

• Date – the day of the sale.
• Customer – name or ID.
• Product / Service – description or SKU.
• Quantity – units sold.
• Unit Price – price per unit.
• Total Sale – Quantity × Unit Price (use a formula).
• Sales Rep – who closed the deal.
• Channel – online, in‑store, phone, etc.

Enter the data in a simple table (Ctrl + T) so Excel treats it as a structured range.

2. Create a Pivot Table for Daily Summaries

Insert > PivotTable, place it on a new worksheet, and drag:

• Rows: Date
• Values: Sum of Total Sale
• Columns (optional): Product, Sales Rep, or Channel to slice the data.

Format the numbers as currency and add a slicer for quick filtering.

3. Visualize the Data with Charts

Use a line chart to show daily revenue trends and a column chart for product‑wise breakdowns. Keep the charts on a dedicated “Dashboard” sheet for easy sharing.

4. Automate Refreshes

If you store raw data in a CSV or a database, use Automated Excel Reporting to pull new rows each morning. Set the workbook to refresh on open (Data ► Queries & Connections ► Properties ► Refresh data when opening the file).

Industry‑Specific Quick Templates

Retail

Track SKU, store location, and in‑store vs. online sales. Add a column for “Discount Code” to see promotion effectiveness.

Service‑Based Business

Include “Hours Delivered” and “Billable Rate” to calculate service revenue. Add a column for “Project Code” to allocate income to projects.

Manufacturing

Record “Batch Number” and “Cost of Goods Sold” to tie production costs directly to daily sales.

Key Metrics to Monitor Daily

• Daily Revenue – total dollars sold each day.
• Number of Transactions – count of sales rows.
• Average Order Value (AOV) – Daily Revenue ÷ Number of Transactions.
• Units per Transaction – total quantity ÷ number of transactions.
• Sales Rep Performance – revenue per rep, conversion rate, and activity count.
• Channel Contribution – % of total revenue from each sales channel.

Excel Tips & Tricks for a Faster Report

• Use =TEXT(TODAY(),"yyyy-mm-dd") to auto‑populate today’s date in a new row.
• Apply Conditional Formatting to highlight days where revenue drops below a threshold.
• Create a named range for “SalesData” – it makes formulas easier to read.
• Protect the dashboard sheet (Review ► Protect Sheet) so only the raw data can be edited.

Ready‑to‑Use Daily Sales Report Checklist

Take Your Reporting to the Next Level

Once you’re comfortable with the daily sales report, you can expand it into a full‑blown Financial Dashboard in Excel that includes profit margins, cash flow, and forecasts. For businesses focused on conversion, the Sales Conversion Strategy Pack provides templates to track leads through the funnel and tie revenue to marketing spend.

Get Started Now

Download the ready‑made One‑Page Executive Excel Report Template and customize it with the steps above. Turn daily data into actionable insights and keep your sales engine running smoothly.