Free Monthly Sales Report Templates

Download Restaurant Monthly Sales Report Template — Microsoft Excel

使用数据从你每周销售报告创建a monthly restaurant sales report. Keep track of sales performance over time to view total monthly and annual sales. The template breaks down restaurant sales into food and beverage categories and shows an itemized list of sales by transaction type (e.g., credit card or cash). Edit the spreadsheet to include additional sales categories or costs that you want to track.

Download End-of-Month Sales Report Template — Microsoft Excel

Thisdashboard sales templateprovides a snapshot of important end-of-month key performance indicators (KPIs). View performance metrics for individual sales reps and your team as a whole, including outbound calls, meetings, client conversions, and new leads. Get a visual representation of the lead-to-opportunity ratio, opportunity-to-win ratio, and sales volume by channel, and see how your end-of-month revenue compares to previous months. Create a continuing monthly sales report by copying and pasting the dashboard template into new tabs for each month.

Download Monthly Retail Sales Summary Report Template
Microsoft Excel|Microsoft PowerPoint

Use this template to get a summary report of your monthly retail sales displayed in tables and charts. The template includes three sections: TheSales Summaryshows total sales, customer orders, and products sold for each month, with a graph that tracks sales changes from month to month. TheProduct Summary显示了多个专业销售量和销售金额ducts, and it includes a pie chart to compare product performance. Finally, the template also provides a comparison of current and previous month sales. For template variations, replace products with sales rep names or store locations.

Download Monthly Sales Activity Report Template — Microsoft Excel

Record sales activity for a single month or create a continuous monthly report with this template. List the type of sales activity, completed or projected sales amounts, and associated costs, and the template will automatically calculate revenue for each item and display total amounts. Add or remove columns to create a custom sales report template for your business.

Download Monthly Sales Call Report Template
Microsoft Excel|Google Sheets

这个报告模板提供了一个每周崩溃啊f sales call metrics for a single month. Sales reps can use this template to track calls, compare performance against goals, and report this information to sales managers. (The template also includes space to list the salesperson name, month, and year at the top.) The template automatically calculates the percentage of target sales value achieved, calls completed, and sale amounts for a given month.

Download Simple Monthly Sales Report Template
Microsoft Word|Adobe PDF

Compare planned versus actual sales in this simple, printable sales report template. Use the preformatted tables to collect data on sales volume, revenue, margin, total orders, and average order value, and use the additional sections for more detailed reporting. Write a sales performance summary and expand on any strengths, weaknesses, opportunities, or threats (a SWOT analysis) that influence sales. Enter recommendations or additional notes at the end of the report.

Download Hotel Monthly Sales Report Template —Microsoft Excel

View monthly hotel sales, including lodging revenue, number of rooms sold, average room rate, and occupancy percentage for each month. The template provides a list of monthly statistics, along with a visual chart that illustrates monthly room sales. Use this template as a monthly and annual sales report, and display data for each month and yearly totals.

Download Small Business Monthly Sales Forecast Report
Microsoft Excel|Google Sheets|Smartsheet

Small businesses can estimate monthly sales over a 12-month period with this simpleforecast report template. This template is designed for a single product, but can also be used to show a summary forecast of total sales. Enter your data into the non-shaded cells, including units sold and price per unit, and the template will automatically calculate total sales and percentage totals for each month, as well as display the annual projected sales total.

Amonthly sales report templateallows sales managers and small business owners to track sales KPIs, set goals, and createsales plans. A monthly sales report provides a broader look at sales performance than a weekly or daily sales report.

Monthly sales report templates might focus on how individual sales reps or products are performing, or provide a summary report for a sales team or an entire business. Details might include sales quotas versus actual sales, deals closed, sales value and volume, new leads created, and other metrics.

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