dealer visit report template

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Feature impact.

• Map Your Business Requirements with Features
• Roles and Responsibilities
• Get Your Own Automotive Cloud Trial Org
• Enable Features
• Permission Set Licenses for Internal Users
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• Sharing Settings
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• Product Page Layout
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• Default Page Layout for Vehicle
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• Default Page Layout for Visit Planning
• Default Page Layout for Visit Execution
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• Object and Record Sharing with External Users for Automotive
• Give External Users Access to Automotive Objects
• Digital Experience Sites in Automotive Cloud
• Prerequisites for Service Console for Automotive
• Service Console Components in Automotive Cloud
• Protect Information of Automotive Customers and Dealers With Audit...
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• Predefined OmniScripts for Automotive Scheduler
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• Key Steps in the Vehicle Inventory Search Workflow
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• Set Up Records for Vehicle Inventory Search
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• Visualize the Loans and Leases Related to Your Customer
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• Types of Automotive Events and Milestones
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• Add Timelines to a Vehicle Record in Automotive Cloud
• Relationship Cards in Automotive Cloud
• Create Relationship Cards to Show Account Information on Vehicle
• Set Up the Actionable Relationship Center for Automotive Cloud
• Create an Actionable Relationship Center Graph for Vehicles
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• Types of Record Alerts in Automotive Cloud
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• Intelligent Document Reader
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• Branch Management
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• Units of Measure
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• Data and Org Requirements
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• Modify Inventory Aging Days
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• Modify Days to Warranty Expiry
• OmniStudio for Automotive Cloud
• Flow for Automotive Cloud
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• How Groups of People Are Represented in Automotive Cloud
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• Create Party Role Relationships in Automotive Cloud
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• Merge and Split Groups or Households in Automotive Cloud
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• Create Asset Contact Participants in Automotive Cloud
• Capture Your Lead's Dates of Interest
• Create Lead Line Items
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• Map Custom Fields for Lead and Opportunity Products and Preferred...
• Manage Opportunity Products and Preferred Sellers
• Distribute Leads or Opportunities with Dealer Groups
• Lead and Opportunity Conversion Predictions by Using Scoring Framework
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• Create Assets to Model Vehicles and Parts
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• Vehicle Fields in Automotive Cloud
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• Explore the Financial Account Page in the Finance Console for...
• How Automotive Scheduler Records Work Together in Automotive Cloud
• Schedule Test Drives for Your Prospects as an Internal User
• Schedule Test Drives for Your Prospects as a Dealer User
• Schedule Vehicle Service Appointments as an Internal User
• Schedule Vehicle Service Appointments as a Dealer User
• Schedule Vehicle Service Appointments as a Customer
• How Are Inventory Records Represented in Automotive Cloud
• Manage Products and Locations in Automotive Cloud
• Search for and Transfer Vehicles in Automotive Cloud
• Transfer Vehicles to a Dealership to Meet Customer Demand
• Report Sales of Vehicles
• Report Sales of Parts and Accessories
• Process Dealer Claims and Transaction Journals
• High-Level Workflow for Visit Management in Automotive Cloud
• Create Tasks for Dealer Visits
• Assess Dealer Visits with Metrics
• Add Context for Tasks Performed During Dealer Visits
• Create Dealer Visit Key Performance Indicators
• Create an Action Plan Template for Dealer Visits

Create a Dealer Visit

• Determine the Tasks to Perform During a Dealer Visit
• Visit Dealers and Perform Tasks On the Go
• Revenue and Sales Targets for Dealers
• Dealer Compliance with Sales Agreements
• Vehicle Model Introductions with Program Based Business
• Accurate Forecasts for Sale of Vehicles and Parts
• Warranty Lifecycle Management in Automotive Cloud
• How Are Warranties Managed in Automotive Cloud
• Create Code Sets and Code Set Relationships in Automotive Cloud
• Create Fault and Labor Codes for Products in Automotive Cloud
• Create Warranty Terms in Automotive Cloud
• Create Warranty Term Coverages in Automotive Cloud
• Create Product Warranty Terms in Automotive Cloud
• Create Asset Warranties in Automotive Cloud
• How Are Claims Managed in Automotive Cloud
• Claims in Automotive Cloud
• Claim Items in Automotive Cloud
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• Claim Coverage Payment Details in Automotive Cloud
• Claim Participants in Automotive Cloud
• How Are Claims Processed in Automotive Cloud
• Manual Claims Adjudication in Automotive Cloud
• How Are Claims Automatically Adjudicated in Automotive Cloud
• Review the Claim Details Context Definition in Automotive Cloud
• Review the Claim Validation Business Element in Automotive Cloud
• Create an Expression Set for Automatic Claim Adjudication in...
• Create a Flow to Orchestrate the Automatic Claim Adjudication...
• Create a CRM Analytics Template Configuration
• Input Features
• CRM Analytics App Assets
• Take a Tour of the Service Console for Automotive
• Respond to Callers with the Service Console for Automotive
• Work with the Service Console Components in Automotive Cloud
• Generate Prework Estimates and Create Orders in Automotive Cloud
• Create Branch Units and Branch Unit Business Members in Automotive...
• Associate Records with Dealer Branches in Automotive Cloud
• Dealer Performance
• Original Equipment Manufacturer Performance
• Original Equipment Manufacturer Sales
• Leads Intelligence
• Vehicle Portfolio Insights
• Claims Analysis for Warranty Lifecycle Management Home Page
• Claims Analysis for Claims Page

Create a visit and assign an evaluation officer or district manager to the intended visit location, such as a dealer showroom, an office, or a warehouse. Provide an expected date and time for the visit and additional instructions if necessary.

Required Editions and User Permissions

• From the App Launcher, find and select Visits .
• Click New .
• Click the down arrow for Place, select Locations or Addresses , and then select the required record.
• Select the account of the dealer.
• Enter the start date, the end date, and the time. The actual time can vary based on the real-time activity of the field rep.
• Sales Agreement
• Advanced Account Forecast Set Use
• Advanced Account Forecast Set Partner
• Account Manager Targets
• Manufacturing Program
• Rebate Program
• Provide special instructions to the evaluation officer, if necessary. For example, sales managers can ask an officer to request feedback on a new product while at a dealer’s location.
• Click the down arrow for Visitor, select People , and then select an evaluation officer.

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How to Write a Visit Report

Last Updated: March 30, 2024 References

This article was co-authored by Madison Boehm . Madison Boehm is a Business Advisor and the Co-Founder of Jaxson Maximus, a men’s salon and custom clothiers based in southern Florida. She specializes in business development, operations, and finance. Additionally, she has experience in the salon, clothing, and retail sectors. Madison holds a BBA in Entrepreneurship and Marketing from The University of Houston. This article has been viewed 653,710 times.

Whether you’re a student or a professional, a visit report helps you document the procedures and processes at an industrial or corporate location. These reports are fairly straightforward. Describe the site first and explain what you did while you were there. If required, reflect on what you learned during your visit. No additional research or information is needed.

Writing a Visit Report

Explain the site's purpose, operations, and what happened during the visit. Identify the site's strengths and weaknesses, along with your recommendations for improvement. Include relevant photos or diagrams to supplement your report.

Describing the Site

• Reports are usually only 2-3 pages long, but in some cases, these reports may be much longer.
• In some cases, you may be asked to give recommendations or opinions about the site. In other cases, you will be asked only to describe the site.
• Ask your boss or instructor for models of other visit reports. If you can't get a model, look up samples online.

• If you visited a factory, explain what it is producing and what equipment it uses.
• If you visited a construction site, describe what is being constructed and how far along the construction is. You should also describe the terrain of the site and the layout.
• If you’re visiting a business, describe what the business does. State which department or part of the business you visited.
• If you’re visiting a school, identify which grades they teach. Note how many students attend the school. Name the teachers whose classes you observed.

• Who did you talk to? What did they tell you?
• What did you see at the site?
• What events took place? Did you attend a seminar, Q&A session, or interview?
• Did you see any demonstrations of equipment or techniques?

• For example, at a car factory, describe whether the cars are made by robots or humans. Describe each step of the assembly line.
• If you're visiting a business, talk about different departments within the business. Describe their corporate structure and identify what programs they use to conduct their business.

Reflecting on Your Visit

• Is there something you didn’t realize before that you learned while at the site?
• Who at the site provided helpful information?
• What was your favorite part of the visit and why?

• For example, you might state that the factory uses the latest technology but point out that employees need more training to work with the new equipment.
• If there was anything important left out of the visit, state what it was. For example, maybe you were hoping to see the main factory floor or to talk to the manager.

• Tailor your recommendations to the organization or institution that owns the site. What is practical and reasonable for them to do to improve their site?
• Be specific. Don’t just say they need to improve infrastructure. State what type of equipment they need or give advice on how to improve employee morale.

Formatting Your Report

• If you are following a certain style guideline, like APA or Chicago style, make sure to format the title page according to the rules of the handbook.

• Don’t just say “the visit was interesting” or “I was bored.” Be specific when describing what you learned or saw.

Sample Visit Report

Community Q&A

You Might Also Like

• ↑ http://services.unimelb.edu.au/__data/assets/pdf_file/0010/471286/Site_Reports_for_Engineers_Update_051112.pdf
• ↑ https://www.examples.com/business/visit-report.html
• ↑ https://www.thepensters.com/blog/industrial-visit-report-writing/
• ↑ https://eclass.aueb.gr/modules/document/file.php/ME342/Report%20Drafting.pdf

About This Article

To write a visit report, start by including a general introduction that tells your audience where and when you visited, who your contact was, and how you got there. Once you have the introduction written out, take 1 to 2 paragraphs to describe the purpose of the site you visited, including details like the size and layout. If you visited a business, talk about what the business does and describe any specific departments you went to. Then, summarize what happened during your visit in chronological order. Make sure to include people you met and what they told you. Toward the end of your report, reflect on your visit by identifying any strengths and weaknesses in how the site operates and provide any recommendations for improvement. For more help, including how to format your report, read on! Did this summary help you? Yes No

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Home » Report Templates » Free Industry Visit Report Templates (Excel / Word / PDF)

Report Templates

Free industry visit report templates (excel / word / pdf).

When an individual visits the industry whether he or she is a student or an employee, they need an industry visit report template to create a visit report. This document contains a detailed summary of the visit organized in a sequence.

Table of Contents

How to write an industry visit report?

Here are the steps to write an industry visit report;

Introduction

In this section, provide the introductory information about the event including;

• Who proposed and organized it
• Complete designation of the facility you’ve visited
• The name of your college or company
• The names and positions of people who played a significant role in organizing and implementing the event
• Faculty members who are associated with the students or employees
• Total number of people involved in it

Details of Visit

Here, you need to provide the following details about the visit;

• The timeline of the visit
• Point-by-point detail of every part of your journey
• Where and when you started
• What industries and facilities you’ve visited
• Where and when you attended seminars
• When the event ended
• When you come back

Detailed descriptions

Describe the important stages of your visit in detail. In case, you have attended seminars then specify the following;

• When and where they took place
• How long they lasted
• Who conducted them
• What they were about
• What you’ve learned
• Your general impressions

In addition, if you have visited any specific places then mention the locations, staff members that are with you during the visit, knowledge you got during the visit, and your feedback about the visit.

Travel details

This part of your report includes technical and statistical details;

• Names of the people or students who are with you during the visit
• The place where you stayed

Feedback from students or employees

In the end, the students or employees have to provide their generalized opinion of the whole event. State whether it was useful and whether you got any specific new knowledge and experiences from it.

Store Visit Report Form

School visit report form, site visit report sample, industry visit report template, team home visit report template, field visit report template, sales person daily progress report template, construction site visit report template, business visit report template.

It provides you with updated details regarding the current events after a visit. It facilitates decision-making in a company.

First, state the general information about the visit and specify the purpose of the visit. Describe the entire visit in detail and summarize the report with important information.

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I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.

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Client Visit Tracking Report

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Efficiently track and manage client visits for your sales team

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What is Client Visit Tracking Report Template?

A client visit tracking report is a comprehensive document that helps your sales team keep track of their interactions with clients. It includes essential information such as department name, salesperson, company name, company address, contact person, industry, communication method, purpose of visit, date, and summary. This template allows your team to efficiently manage client visits, ensuring that all necessary details are recorded and easily accessible.

Try this template now

Who is this Client Visit Tracking Report Template for?

This client visit tracking report template is perfect for sales teams, customer success teams, and account managers who need to keep track of their interactions with clients. It is suitable for businesses of all sizes, from startups to large enterprises, and can be used across various industries. Some potential users of this template include:

- Sales teams who need to manage their client visits and ensure that all relevant information is recorded and easily accessible.

- Customer success teams who want to track their interactions with clients and monitor the progress of their relationships.

- Account managers who need to keep track of their client visits and ensure that they are providing the best possible service.

Why use this Client Visit Tracking Report Template?

Using a client visit tracking report template offers several benefits for your sales team and organization:

1. Improved organization: By keeping all client visit information in one place, your team can easily access and update the data as needed. This helps to ensure that everyone is on the same page and reduces the risk of miscommunication or lost information.

2. Enhanced communication: With a clear record of client visits, your team can easily share updates and progress with other departments, ensuring that everyone is informed and aligned.

3. Better decision-making: By tracking client visits and interactions, your team can identify trends and patterns, helping them make more informed decisions about their sales strategies and client relationships.

4. Increased efficiency: A well-organized client visit tracking report can save your team time and effort, allowing them to focus on building relationships and closing deals.

5. Seamless integration with Lark: This template can be easily integrated with Lark's suite of tools, allowing your team to collaborate and communicate more effectively.

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What is Lark used for?

How is Lark different from all the work collaboration tools?

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Streamline user registration and account management

Reference List

Create a professional reference list for your research papers and publications, simple will, create a simple will to distribute your assets.

Grant Proposal

Streamline your grant proposal process and increase your chances of securing funding, essay format, format your essays with ease using this template.

Budget Tracker

Track your expenses and income with ease, letter of support, show your support with a letter of endorsement, college essay, streamline your college essay writing process with this comprehensive template, thank you letter, express gratitude and follow-up with personalized thank you letters, create your own game board with ease.

Collection Letter

Streamline your collection letter process with this customizable template, bullet journal, stay organized and productive with a bullet journal template, news article, create professional news articles with ease, birthday calendar, never miss a birthday with this customizable birthday calendar template.

Monthly Bills

Stay on top of your monthly bills with ease.

Visualize your data on a bubble map

Create an elegant gala event booklet

Stock Certificate

Create professional stock certificates for your shareholders.

Exit Interview

Streamline your exit interview process and gather valuable feedback from departing employees, financial plan, manage your personal finances with ease.

Value Proposition

Create compelling value propositions for your target customers, event proposal, create professional event proposals with ease, verification of employment letter, verify employment details with ease.

Doctor Excuse

Generate doctor excuse notes for patients, policies and procedures, manage and track your organization's policies and procedures, job posting, create professional job postings with ease, movie script, create a movie script with ease, food journal, track your daily meals and nutritional intake with ease.

Memo Format

Create professional and organized memos with ease, corrective action plan, track and manage corrective actions for identified issues, mission statement, craft a compelling mission statement for your organization.

To Whom It May Concern Letter

Create professional recommendation letters with ease.

Keep track of your calls and follow-ups with ease

Waiver of liability, create a waiver of liability for your activities, track your business financial performance and growth.

Monthly Work Schedule

Manage your team's work schedule with ease.

Block Schedule

Organize your school's block schedule with ease, birthday list, keep track of birthdays and gift ideas for your friends and family.

Journey Map

Visualize and analyze customer journey with ease, create a comprehensive site map for your website, notary acknowledgement, create professional notary acknowledgement templates with ease, job proposal, create professional job proposals with ease.

Rent Ledger

Track rent payments and balances with ease, cleaning checklist, efficiently manage cleaning tasks with this comprehensive checklist template.

Potluck Sign Up Sheet

Organize your potluck event with ease.

Birth Certificate

Create personalized birth certificates for newborns, questionnaire, create engaging and interactive quizzes with our questionnaire template, certificate of origin, create professional certificate of origin documents with ease, envelope address, create professional envelope addresses with ease, notarized letter, create professional notarized letters with ease.

Stakeholder Analysis

Analyze and manage project stakeholders effectively.

Instagram Carousel

Create engaging instagram carousels with ease.

Decision Matrix

Make informed decisions with the decision matrix template.

Create stunning mood boards with a variety of visual elements

List of references, create a comprehensive list of references for your research projects, bill of lading, create professional bill of lading documents with ease, monthly expenses, track and manage your monthly expenses with ease, reference sheet, organize and manage your references with ease, efficiently manage household chores with this chore list template, happy birthday, plan and organize birthday celebrations with ease.

Blank Bingo

Create your own customized bingo game, bank statement, track your financial transactions and balance with ease.

Create a personalized birth plan for a smooth delivery

Free itinerary, create a personalized travel itinerary with ease.

Custody Agreement

Create a comprehensive custody agreement for co-parenting, visualize your data with a colorful bar graph.

Policy And Procedure

Standardize your company policies and procedures with this template.

Track and manage handovers between team members

Create professional and customizable quotes for your clients

Contractor estimate, estimate the cost and materials needed for your construction project, itinerary temp, plan your travel itinerary with ease, create a personalized will with ease, free work schedule, efficiently manage employee schedules with this free work schedule template, manage your cloud resources with ease.

Rent To Own Contract

Create a rent-to-own contract for tenants and landlords, sales funnel, track your sales pipeline and manage deals effectively, budget proposal, create a budget proposal for your projects.

Create professional doctor's note templates for patients

Script Format

Create professional scripts with ease, gift letter, create personalized gift letters for donors and recipients.

Letterhead Word

Create professional letterheads with ease, missing person, track missing persons and their case details.

Contractor Agreement

Create a comprehensive contractor agreement with ease, recommendation letter, create personalized recommendation letters with ease, wanted poster, create a professional wanted poster for fugitives, monthly budget, track your monthly budget and manage your expenses with ease, letter of recommendation, create professional and compelling letters of recommendation, doctors note, keep track of patient visits and medical recommendations with this doctor's note template, create a professional newspaper with ease, vision board, visualize your goals and dreams with a vision board, create professional and personalized envelopes for your business, business plan, create a comprehensive business plan with ease, project plan, plan your projects with ease.

Create professional newsletters with ease

Account Based Marketing

Manage your account-based marketing strategies effectively.

Price Matrix

Track and compare product prices, bulk prices, and vendor details.

Content Calendar

Organize and plan your content strategy with ease.

Product Roadmap

Track and manage your product features with ease.

Gantt Chart

Track your project progress with a comprehensive gantt chart.

Availability

Manage your resources and schedule with ease, inventory sheet, manage your inventory with ease and precision, income statements, streamline your request for quotation process with this rfq template, manage your projects efficiently with a clear overview of all activities, project status report, track your project's progress, budget, and health with ease.

Requirements Gathering

Streamline your project requirements with a comprehensive overview.

Staff Availability

Manage your staff's availability with ease and efficiency.

Weekly Stand Up Meeting

Streamline your weekly stand-up meetings and keep track of team progress.

Release Management

Manage your software releases efficiently and effectively, networking spreadsheet, manage your professional contacts and networking activities effectively, process documentation, streamline your business processes with a comprehensive documentation, account planning, streamline your account management and planning process.

Action Item

Track and manage your team's tasks efficiently.

Business Requirements Document

Streamline your project requirements with a comprehensive and organized approach, communications plan, streamline your communication strategy with a comprehensive plan.

Post Mortem

Analyze your projects, identify successes and failures, and improve future endeavors.

Party Planning

Organize your party planning with ease and efficiency.

Vacation Itinerary

Plan your dream vacation with ease, business model canvas, visualize, design, and reshape your business model with ease, track your company's financial health with a comprehensive p&l statement, manage your marketing campaigns effectively and efficiently.

Production Schedule

Streamline your production process with a comprehensive schedule, sprint planning, streamline your sprint planning with a comprehensive overview of tasks, assignments, and deadlines, construction daily report, track your construction project progress daily.

Product Backlog

Manage your product backlog with ease and efficiency, release plan.

10 Year Plan

Plan your personal and professional life for the next 10 years.

Event Run Of Show

Efficiently plan and manage your event schedule, 3 year plan, plan your business objectives and strategies for the next three years, order tracker, track your orders and deliveries in real-time, grant management, manage your grants effectively and efficiently, trade show planning, streamline your trade show planning process.

Manage your customer relationships with ease

Training plan, streamline your training sessions with a comprehensive plan.

Project Outline

Streamline your project management with a comprehensive outline, organize your meetings effectively with a comprehensive overview, interview guide, streamline your interview process with a comprehensive guide, manage and organize your team's profiles in one place, vendor management, manage your vendors, contracts, and services in one place, real estate schedule, manage your real estate showings, agent details, and property status in one place.

Jira Checklist

Streamline your project management with a comprehensive checklist, class schedule, organize your class schedule with ease, marketing campaign, plan, track, and analyze your marketing campaigns in one place, design brief, streamline your design projects with a comprehensive brief, manage and analyze your product reviews in one place.

Compare and contrast different products with ease

Project milestone, track your project milestones with ease and precision, track your events, responsibilities, and status with ease, manage your projects efficiently with a clear overview of tasks, deadlines, and priorities.

Holiday Schedule

Manage your team's holiday schedule with ease.

Interior Design Schedule

Manage your interior design project with ease, legal case management, manage your legal cases efficiently and effectively, grant calendar, track and manage your grant applications with ease, sales training plan, streamline your sales training with a comprehensive plan.

Key Policy For Employees

Manage and track your employees' key issuance and return with ease, track your project milestones, dependencies, and status with ease, book of business, manage your client's financial portfolio with ease, long term planning, strategize your long-term goals and track progress with ease, action plan for students, track your goals, actions, and progress with ease.

Story Mapping

Map your user stories and prioritize tasks with ease, social media content calendar, plan, schedule, and manage your social media posts effectively, hourly calendar, organize your day with precision using the hourly calendar template, marketing strategy, strategize your marketing efforts with clear objectives, target audience, key messages, and more, personal budget, performance evaluation, streamline your employee performance evaluations with ease, contact list, organize your contacts in one place, invoice tracker, track your invoices and payments with ease, schedule of real estate, manage your real estate activities with ease, media brief, organize your media briefs with ease and efficiency, manage your it assets efficiently and effectively, vacation coverage plan, ensure smooth operations during employee vacations with a comprehensive coverage plan.

Msp Client Onboarding Checklist

Streamline your client onboarding process with a comprehensive checklist.

Product Testing

Track and manage your product testing with ease, talent planning, track and plan your employees' career development, volunteer spreadsheet, manage your volunteers and their contributions effectively, intern onboarding, streamline your intern onboarding process with ease, product training, streamline your product training process with a comprehensive schedule, retrospective, track and improve your team's performance with a retrospective template.

Risk Matrix

Manage and mitigate risks effectively with our risk matrix template, project overview, manage your projects effectively with a comprehensive overview, google calendar, manage your events, meetings, and appointments with ease, organize your tasks, groceries, work, and home maintenance with ease.

Sprint Retrospective

Track and improve your team's sprint performance, event program, streamline your event planning with a comprehensive schedule, staff schedule, efficiently manage your staff's schedule and roles, track and improve your employees' performance with ease, product comparison.

Track your project tasks and employee hours with precision

Activity calendar, organize your team's activities with a comprehensive calendar.

Product Design

Streamline your product design process with a comprehensive overview, project portfolio management, manage your projects, track progress, and align with strategy.

Free Pay Stub

Manage your employee payroll with ease and accuracy, manage your project tasks, deadlines, and deliverables effectively, operations plan, streamline your operations with a comprehensive plan.

Goal Tracking

Track your personal and professional goals with ease, training schedule, organize and manage your training sessions effectively.

Lifecycle Powerpoint

Manage your project lifecycle with ease and precision.

Grant Tracking

Track your grants, deadlines, status, and more with ease.

Conference Itinerary

Organize your conference itinerary with ease.

Subscription

Manage your subscriptions with ease and never miss a renewal date, sprint demo, track and manage your sprint demos with ease.

Consultant Timesheet

Track your consultants' work hours and billable status with ease, project scope, define your project's boundaries with clarity and precision, track and achieve your personal and professional goals with ease, project management plan, manage your project tasks, resources, and timelines effectively, manage your project estimates with ease and precision, manage your sales and purchases with a comprehensive proforma invoice, hourly weekly schedule, organize your week with precision and ease.

Request For Quote

Streamline your procurement process with a comprehensive rfq template, strategic roadmap, strategically plan your company's future with a comprehensive roadmap.

5 Whys Root Cause Analysis

Identify, analyze, and solve problems effectively, manage your volunteers and their tasks efficiently, purchase order, streamline your purchase order process with ease.

Donation Tracker

Track your donations and donors with ease, requirements document, manage your project requirements with ease and efficiency, marketing brief, plan and execute your marketing strategies effectively, monthly goals, track and manage your monthly goals effectively, track, manage, and resolve issues efficiently, travel planner.

Board Meeting Agenda

Streamline your board meetings with a comprehensive agenda.

Fundraising

Track your donors, donations, and follow-ups with ease, project retrospective, analyze your project's success and areas for improvement, conference planning, effortlessly plan and manage your conferences.

Product Launch Plan

Efficiently plan and track your product launches, manage your project backlog with ease and efficiency, sprint planning meeting, streamline your sprint planning meetings and keep track of your team's progress.

Reporting Specifications

Streamline your reporting process with a comprehensive overview, 24 hour planner, plan your day hour by hour with this 24 hour planner template, workback plan, streamline your project management with a comprehensive workback plan, template management, manage your templates effectively and efficiently, event schedule, organize and manage your events with ease, resource planning, efficiently manage your resources and tasks with a comprehensive view, construction proposal, manage your construction proposals efficiently, project kickoff, kickstart your projects with a comprehensive plan.

Organize and analyze your data with ease

Best Practices Documentation

Document and implement best practices across various business functions.

Supply Request Form

Streamline your supply requests with a simple and efficient form, legal case management spreadsheet.

Legal Case Tracking

Track and manage your legal cases efficiently, track and manage your project tasks efficiently, account plan, manage your client relationships effectively with a comprehensive account plan, employee task list, manage your team's tasks efficiently and effectively, weekly goals, track and manage your team's weekly goals with ease, daily task employee task list, streamline your daily tasks and improve productivity, deliverables, track and manage your project deliverables with ease, project pipeline, manage your projects efficiently with a clear overview, streamline your order management process with ease, track and evaluate participant performance with ease, manage your request for information (rfi) process with ease, professional development plan, track your professional growth and plan for future skills with ease, competitive analysis, analyze your competition with a comprehensive overview, google sheets calendar temp, manage your personal and professional life with a comprehensive calendar.

24 Hourly Schedule

Organize your day with a 24-hour schedule, create a new database from the time card, track your employees' work hours and tasks efficiently, case management, manage your cases efficiently and effectively, risk benefit analysis, analyze the potential benefits and risks of your business decisions, business case, streamline your business case creation process, manage your projects efficiently with a comprehensive overview, gap analysis, identify and address gaps in your business operations, workforce planning, streamline your workforce planning with a comprehensive overview of your employees, streamline your project management with clear roles and responsibilities, streamline your testing process with a comprehensive test case template.

30 60 90 Day Plan

Streamline your first 90 days in a new role with a clear plan, performance review, streamline your performance review process with a comprehensive template, strategic planning, strategically plan and track your company's goals with ease.

Software Comparison

Compare and choose the best software for your needs, interview notes, streamline your interview process with a comprehensive overview of each candidate, success plan, track your goals and measure your success with ease, risk register, manage and mitigate potential risks with a comprehensive overview, creative brief, streamline your project management with a comprehensive creative brief.

Student Progress Tracker

Track and analyze student progress with ease, construction budget template goog, track your construction budget with ease and accuracy, employee availability, manage your team's availability and shift preferences with ease, sprint backlog, manage your project tasks efficiently with a sprint backlog.

Google Docs Timeline

Track your project's progress with a comprehensive timeline, elevator pitch, craft compelling elevator pitches with ease, strategize your business goals and objectives with ease, event budget, track and manage your event expenses effectively, team charter, streamline your team's mission, roles, and norms with a comprehensive team charter, social media calendar template goog, streamline your social media posts and track engagement metrics.

Travel Itinerary Template Go

Plan your travel itinerary with ease and precision, project deliverables, work breakdown structure, streamline your project management with a detailed work breakdown structure, implementation plan, streamline your project implementation with a clear and concise plan, organize your meetings effectively with a detailed agenda.

Manage your projects, tasks, and deadlines with ease

Expense Report

Track and manage your team's expenses with ease, weekly schedule, organize your week efficiently with a clear schedule, time blocking, organize your day efficiently with time blocking.

Standard Operating Procedure

Streamline your operations with our standard operating procedure template, google docs itinerary, plan your business trips with ease and precision, root cause analysis, analyze, track, and prevent incidents with a comprehensive root cause analysis, performance improvement plan, track and manage employee performance improvement plans, market analysis, analyze your market with precision and ease, 12 week year, plan and track your goals and actions for each week of the year.

Profit And Loss

Track your company's financial performance with ease, action plan, streamline your project management with a comprehensive action plan, cost benefit analysis, analyze the cost and benefits of your projects with ease, products list, manage your product inventory with ease, organize your events, meetings, and activities with ease, cost analysis, analyze and manage your company's expenses effectively, project charter, streamline your project management with a comprehensive project charter, income statement, travel itinerary.

Streamline your project management with a comprehensive workflow

Manage your project risks, assumptions, issues, and dependencies with ease, vendor list, manage your vendors efficiently and effectively, mutual action plan, streamline your business objectives and action plans with mutual action plan templates, daily schedule, organize your daily activities with a clear and concise schedule, track your expenses and savings with ease, go to market strategy, strategize your market entry with comprehensive planning, risk assessment, manage and mitigate risks effectively with a comprehensive overview, raci matrix, workback schedule, streamline your project management with a detailed workback schedule, action items, track and manage your team's action items effectively.

Business Plan Temp

Craft a comprehensive business plan with ease.

Proof Of Concept

Track and manage your innovative projects with ease, free business plan, streamline your business planning process with a comprehensive template, timeline template go, track your project's progress from start to finish, smart goals, track and achieve your goals with precision and clarity, process mapping, streamline your project process with a clear roadmap, gantt chart template goog, manage your project timelines and tasks efficiently, vacation planning, staff roster, manage your team's information and hours with ease.

Sales Tracker

Track your sales, analyze trends, and maximize profits.

Uat Sign Off

Track and manage your user acceptance testing (uat) with ease.

Technical Debt Register

Track, manage, and resolve technical debts efficiently, marketing calendar, plan and track your marketing campaigns with ease, sample rollout plan, streamline your product rollout with a comprehensive plan, photo directory, create a comprehensive photo directory for your organization, process flow chart, visualize and streamline your sales process, investment agreement, track and manage your investment agreements with ease.

College Schedule

Organize your college life with a comprehensive schedule, meeting tracker, track your meetings, attendees, and action items with ease, business travel itinerary, organize your business travel details in one place, plumbers invoice, manage your plumbing services invoices with ease.

Employee Daily Activity Report

Track and manage your team's daily activities efficiently, work breakdown, streamline your project management with a comprehensive work breakdown.

Html Report

Create comprehensive html reports with ease, plan and manage your events with ease, end of day report, track your team's daily progress with ease, cna report sheet, track and manage patient care with ease, rank tracker report, track your keywords and their performance across different search engines.

Classroom Seating Chart Whiteboard

Organize your classroom seating with ease and efficiency, delegation of authority matrix, streamline your task delegation and authority levels with ease, executive project status report, track your projects' progress, budget, risks, and more in one place, decision log, track and manage your team's decisions with ease, simple payment agreement, manage your payment agreements with ease and precision, medical chart, manage your patient's medical records efficiently, level 10 meeting, streamline your team meetings with the level 10 meeting template, capability matrix, track and manage your team's skills and certifications, benchmark analysis, analyze your competitors' strengths, weaknesses, and opportunities, content plan, streamline your content planning and execution with ease, seo competitor analysis, analyze your competitors' seo strategies and improve your own.

Campaign Brief

Streamline your marketing campaigns with a comprehensive brief.

Streamline your deal management process with a comprehensive overview

24 hours schedule, organize your day efficiently with a 24-hour schedule, weekly planner, organize your tasks and deadlines with a weekly planner, software change log, track and manage software changes efficiently, construction gantt chart, track your construction project progress with a gantt chart, termination of contract letter, manage your contract terminations effectively and efficiently, manage your projects, tasks, and deadlines efficiently, daily to do list, organize your day efficiently with a comprehensive to-do list, seo project management, manage your seo tasks efficiently and effectively, project management decision log, track and manage your project decisions with ease, content management, manage your content effectively across different platforms, organize your legal memos with ease.

Marriage Contract

Simplify your marriage contract creation process.

Approval Matrix Whiteboard

Streamline your approval process with the approval matrix whiteboard template, company contact list, organize and manage your company's contacts with ease, data analysis report, analyze and present your data effectively.

Shift Schedule

Manage your team's shifts efficiently and effectively, project roadmap, track your project's progress with a comprehensive roadmap, commission sheet, track and manage your sales team's performance with ease, report requirements, streamline your report creation process with this comprehensive template, weekly report, track your team's weekly progress with ease.

Camp Schedule

Organize your camp activities with ease and precision, policy memo, streamline your policy memo creation and management, leader standard work, streamline your leadership tasks and priorities, employee schedule, streamline your employee scheduling process, it incident report, track, manage, and resolve it incidents effectively.

User Acceptance Testing Checklist

Streamline your user acceptance testing (uat) process with this comprehensive checklist, 5050 partnership agreement, create fair and balanced partnership agreements, contractor invoice, manage your contractor invoices with ease and efficiency, plan of record, track your project tasks, deadlines, and progress with ease, governance plan, streamline your governance plan with a comprehensive overview of tasks, roles, and deadlines, meeting minutes, track your meetings, attendees, agendas, and action items with ease, urgent important matrix, prioritize your tasks effectively with the urgent important matrix template, customer success plan, track and manage your customer success journey, business development plan, strategize your business growth with a comprehensive plan, out of office coverage plan, manage your team's leaves and ensure smooth task delegation with our out of office coverage plan template, staffing matrix, manage your staffing needs efficiently and effectively, college pros and cons list, compare and contrast different colleges with ease.

75 Hard Wellness Challenge

Track your daily wellness activities and progress with ease, social media posting schedule, schedule and manage your social media posts effectively, test report, track and manage your software testing process, scheduling matrix, streamline your tasks and manage your team efficiently, user story mapping, map your user stories, track progress, and manage tasks with ease.

Monthly Planner

Organize your work and personal life with a monthly planner, investigation report, track and manage your investigations with ease, budget report, track your budget, income, expenses, and net profit/loss with ease, change of shift report, streamline your shift changes with a comprehensive report, request form, streamline your request management process with a comprehensive request form, workshop agenda, streamline your workshop planning with a comprehensive agenda.

For Dummies Book

Streamline your book writing process with a structured approach, organizational chart, visualize your company's hierarchy with our organizational chart template, llc annual meeting minutes, streamline your annual meetings with our llc annual meeting minutes template, pto calendar, manage your team's time off with a comprehensive pto calendar, addendum to a contract, track and manage your contract amendments with ease, minutes of meeting mom, streamline your meetings and keep track of decisions with the minutes of meeting (mom) template.

Identify the root cause of problems and devise effective solutions

Profit and loss statement, streamline your standard operating procedures with this comprehensive sop template, website migration project plan, streamline your website migration process with a comprehensive project plan, inventory report, action register, trip report, track your business trips, objectives, expenses, and insights, event brief, kinship diagram whiteboard, visualize and understand your family tree with ease, alignment chart, align your team's goals and strategies with clear execution steps, end of day cash register report, track your daily sales and cash register status with ease.

Communication Matrix Report

Streamline your project communication with a comprehensive matrix, streamline your standard operating procedures with this sop template, meeting agenda, streamline your meetings with a comprehensive agenda.

Organize your tasks efficiently with a clear view of priorities and deadlines

Project timeline, manage your project timeline efficiently and effectively.

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• Customer Visit Report Template

A Customer Visit Report Template is a report containing data collected by a sales representative on visited customers. Create an excel based report for your sales team to keep track of the time they spend on visiting customers and the products they are selling. Mark a check-mark on the excel sheet for the visit to get an idea of how many customers have been contacted within a span of time.

Jotform can be easily customized by adding a logo, updating form fields, diversifying the questions, choosing new fonts and colors, adding an e-signature with drag-and-drop Form Builder, and an easy-to-use interface that does not necessitate any coding. Boost your progress via Jotform. Easily embed your form either on your website or share it via URL.

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Site Visit Report Template (PDF For Business)

Free site visit reports templates are hard to come by. Intelligent, well-thought-out site visit report templates are a rarity online. Most of the time, you’re stuck with either a) not enough information about a download someone wants you to pay for or b) something so bleak, so bland, that you will need to change half of it to make it reasonably worth its salt.

To lend a mower to this proverbial thicket, we thought we’d do what no one else seems to endeavor to deliver a free site visit report template you can download and start using today . And you won’t get sent to some screen asking for a credit card either. This one is on us.

Before you dive into the download, let’s take a few points and unravel their mystery to ensure we’re on the same page. After all, we were hoping you could make the best use of your site visit reports templates, so it makes sense to communicate how best you might utilize this site reporting tool. Let’s dive in.

Table of Contents

Included In The Site Visit Report Template

Site visits are a common practice in many industries. Some of these industries include:

• Construction
• Project Management
• Property Management

We’ve done our research to set the template, so you’ll find the template valuable and efficient no matter the function. It should work great in Construction, site project management, and also property management endeavors.

Diving into the template, you may notice three primary sections:

• Administrative
• On-Site Report Information

These sections are all very standard and should require no further explanation, save for the central data collection section.

The on-site report information or central data collection section of the site visit report template has five areas:

• Site Conditions – From safety to functionality, the site conditions section allows notation of your findings of the site.
• Current Work In Progress – It holds the details about the work taking place at the time of the site visit, whether on temporary shut down to accommodate for the visit or not.
• Scheduled Work Preparation – It includes the details and information about the following stages and the pre-development on-site to accommodate upcoming steps and processes.
• Observations – Your reporters will include any overall observations, points requiring notes, or other information.
• Additional Report Details – An information overflow section allows you or the reporter to include any other pertinent details about the site visit that were not included in the report. The section can also be used as a supplemental data capture section.

How To Use The Site Visit Report Template

The Site Visit Report Template is an organized slate for your site reporting needs. It is purposefully organized, with room to write observations and details for each of the vital fundamental metrics you’re likely to explore on your site visit.

Step 1 – Download the template.

Step 2 – Print the template.

Step 3 – Complete your report.

It doesn’t get much simpler than that. However, you know that your site visit report will be complex in comparison. We thought sharing six essential tips for a successful site visit process would be of use to aid you in your quest. And without further ado, here are the tips to use with your Site Visit Reports Templates.

6 Essential Tips For Site Visiting and Reporting Success

• Get Tooled Up

One of the best things you can do pre-inspection is to ensure you have the best tools to aid you in your site visit reporting. Now, you could easily download and print the Site Visit Reports Template we’ve provided here; or you could look at using a fully digital solution.

At the very least, you or your appointed reporting staff will likely carry a smartphone with them. Using a digital solution, you can use this device we all carry regardless for the reporting process itself. With digital solutions like what you’re going to find with 1st Incident Reporting’s mobile and customizable app, you can do a lot more than fill out a report on your phone or tablet. We’ll get more to that later. 

• Plan It Out

One of the most essential lessons to learn in business management is that appropriate planning saves time, money, and headaches. Preventing disaster is wise by having a well-thought-out plan of attack for your site visit inspection and subsequent reporting.

Break down your site visit into notable segments, and you’ll find you can quickly investigate a segment at a time, then cross it off your list. Segmentation for inspections tends to allow for a more straightforward determination of process faults at the micro-level rather than the macro. It’s also a great way to formulate your plan to complete the site visit efficiently and effectively.

• Watch The Weather

If your operations or those of the site you or your reporter will attend are outside, watching the weather might be as crucial as it would on a day run to take the family to the beach. The weather might play an even more critical role if the site visit itself will hamper outdoor operations.

Similarly, if you are in Canada or one of the Northern United States, where harsh winters are an annual reality, accounting for weather in your plans is something every intelligent manager will do.

• Communicate Intent

Depending on the nature of your site visit, it’s typically a wise and polite idea to communicate your intent to perform a site inspection. It’s essential when you’re looking at a sudden shutdown of operations to accommodate for reporting staff to perform their site visit.

Whether you’re letting the team lead for building materials coordination know or the foundation construction foreman, communicating your intent to perform a site visit is a professional way to move forward. It’s also a great way to build up the people around you by including them instead of excluding them. ( source )

• Coordinate With Teams

You need to coordinate with relevant teams rather than just communicating that you’ll have an on-site inspection site visit completed on a particular date and time. It’s one thing to drop an email or a phone call to let someone know; it’s another thing to invite their active support.

When you coordinate with teams on-site for your site visit, you communicate a powerful message – that teams are stronger when they work together. Consider the ramifications of an unannounced site visit. Staff would be paranoid, on edge, and looking over their shoulder. Although you might increase specific workforce metrics by instilling a culture of fear, you likely won’t get anyone’s best work.

The moral of this short thought was that it usually pays more significant dividends to work with people than against them.

In order to look at things from another perspective, there are cases where you need to communicate your intent to do a site visit for your own safety. Here’s an interesting fact: In 2019, 33% of worker fatalities in road construction sites involved a commercial motor vehicle. There were 250 such deaths that year. ( source )

Sometimes coordinating to shut down a busy vehicular area to allow pedestrian inspectors or management to do a site visit is for everyone’s best interest and safety.

• Don’t Be Afraid

Okay, we aren’t saying you’re a child in a dark room at night during a thunderstorm, not at all. This last tip is perhaps the most essential tip of all because it challenges you to step outside your comfort zone. When we say don’t be afraid, we mean don’t be afraid to ask for help.

The best leaders are those who recognize the limitations of not only the team but of themselves. In placing limitations on our workloads, we limit stress from pushing us to a breaking point. 

Given the complexity of many construction projects and other projects that might incur a need for regular site visits and reports, it’s obvious why some companies utilize entire teams for their site and project management. 

Never feel afraid to ask for the help of another professional. Managing big projects isn’t easy. It’s okay to ask someone for assistance to help you complete a big or prolonged site visit.

Next Steps: Digitizing Your Site Visit

Okay, so you’ve got your template printed and ready to go, a viable solution to documenting a site visit report. However, would it be easier to carry a tablet you could complete the report on directly, including photos or even video? Or perhaps customizing a report to include a checklist you can check off right on your smartphone as you walk around the site?

With a digital, mobile solution, you have the freedom to come and go into the report as you please. And when the report is complete, the custom notifications can let the right people know the report is complete and ready for sharing.

Automated processes take the guesswork out of remembering to hand in a report. They allow management to immediately take action rather than wait to see a paper report to determine what happened.

Like the 1st Reporting app, a digital solution allows for instant collaboration, so if you need to have one, two, or even several other staff assist in a group site visit, each could contribute on their own device.

Saving you time and money while offering you a secure platform for customizable site reporting is the name of the game here. Find out how turning your site visit reports templates digital can move your business forward.

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How to Plan the Perfect Customer Visit [+ Agenda Template]

Published: August 02, 2021

Now that the world is opening back up, it’s time to get out there and meet your customers face-to-face. For many newer customers, this might be their first time getting to spend time with you — especially as conferences have moved online.

Creating that connection is invaluable. But before you book that plane ticket, it’s essential to create a plan. Planning the perfect customer visit will ensure that you meet your goals and that your customer meeting will be successful. Here’s a look at how you get there.

Why plan a customer visit?

Jason Lemkin, the founder of SaaStr and EchoSign, has said “ I never lost a customer I actually visited. ” That’s a bold statement — one that's worth taking note of. But why? What is it about customer visits that has such a big impact on customer loyalty?

First of all, you get to make a stronger impression with your customers. No matter what you sell, you aren’t just selling a product — you’re also selling the people behind it.

Your vision, your passion, your knowledge are all play into the perceived value of your product or service. All of these elements come across more strongly when you visit in person. A Zoom call just isn’t enough time to go deep.

Secondly, you get to see how your customers are using your product in person. Are they constantly printing out reports to pin up on a wall? Are you seeing teams walk across the sales floor to point out something on a screen? What kind of working environment and equipment do they have? What other types of software are they using?

Everything happening behind the scenes paints a much clearer picture of who your customers are. And when it comes time to renew or jump on that next customer success call, you’ll have a lot more knowledge ready to draw on.

Finally, meeting your customers in person is a huge motivational boost! When you’re behind a screen for so long, it can start to feel like what you do doesn’t matter — or that you’re not making any real connections. But a visit to a customer’s office can change all that, and really light up your idea of “why” you do this at all.

61 Templates to Help You Put the Customer First

Email, survey, and buyer persona templates to help you engage and delight your customers

• 6 buyer persona templates
• 5 customer satisfaction survey templates
• 50 customer email templates

You're all set!

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5 Potential Goals of Your Customer Visit

Going into a customer visit with goals in mind will help you get the most out of your time there. Here are five goals to consider when planning a customer visit:

1. Understanding Their Business Goals

If you’re visiting a client, you’re likely hoping for a long term relationship. Understanding what their future goals are can help align your product with their needs. These in-depth conversations would rarely come up over a quick phone call.

2. Gathering Feedback

Customer visits provide a unique opportunity to gather honest and in-the-moment insight into what your customers need and want. When you sit next to someone who uses your product in their daily work, there’s a lot more space to have this feedback arise. And documenting it for future sales opportunities and your product team is one of the more productive actions you can take during a customer visit.

3. Referrals

In-person visits are a great time to ask for and give referrals. Ask, “Are there any other companies that you work with that you could see our product being helpful for?” Alternatively, if a pain point is mentioned by the client and you know the perfect company to help solve it, don’t be afraid to build that connection. It’s just another way you can bring value to your customers.

4. Uncovering Opportunities for Cross-Selling or Upselling

While your primary objective shouldn’t be pitching your offering at every opportunity, you might uncover a problem that your product or service can help solve. Noting these potential value-adds can make for more effective, thoughtfully targeted upsell and cross-sell conversations.

5. Testimonials and Case Studies

Customer visits can be a unique source of sales content, including pictures for case studies, video testimonials, and strong evidence-based customer stories. If you plan on making this one of your primary goals, consider asking your client to set the stage for these kinds of materials before you visit so you already know who you’ll be speaking to, before coming onsite.

How to Plan an Onsite Customer Meeting

By putting more effort in before you go, you’ll have a much better chance of achieving your goals and impressing your clients. Here are some key actions to consider when planning your customer meeting.

Thoroughly prepare before the visit.

Before you arrive, make sure you’re up to date on the state of the customer's account. Who are they usually talking to at your company? What customer service tickets have they raised lately? Are there outstanding issues that need to be addressed? These will come up during your visit.

Secondly, understand the current ecosystem your customer is working within. Is your customer in the news? What’s happening in their industry? What threats and opportunities are arising in their business? Being prepared and knowledgeable about their inner workings will make a better impression than coming in blind.

Decide who you’re meeting with.

Start by setting up a meeting with relevant company leadership. That could be the CEO, the founders, or the VP of the functional team you're working with — depending on the company's scale. Bear in mind, while this contact might be the "reason" for your visit, they're probably not who you'll be spending the most time with.

Once you have a meeting scheduled with the company's leadership, plan the rest of your day around meeting with the team leaders and employees using your product — as well as any teams that are open to signing up or expanding the current seat count or contract scope.

Make dinner reservations for you and your clients.

Traditionally, a customer visit includes taking your client out for a nice dinner as a token of appreciation. It also offers a chance for you to get to know each other outside of the limits of the work environment and form stronger relationships.

That being said, this is not a social visit. Keep your goals in mind — even outside of work hours. If you’re familiar with the restaurants in the area, choose a place that has options for every diet and has a good atmosphere for conversations. If you’re not familiar with the available options, ask the client where they’d recommend.

Complete the wrap-up report.

After the visit is over, you still have work to do. Create a wrap-up report for your internal teams back at the office. It should cover key elements of the visit like any confidentiality agreements put in place and who at your company you can share contact information or sales figures with.

Identify any action items that came up during the visit. Include any positive highlights during the meeting as well as any risks or opportunities that arose. Create a copy of the report for your client as well, to show that you were listening to their concerns and that you’re going to follow up with them.

Customer Visit Agenda Template

Use this sample agenda to plan your own customer visit.

10 am: Welcome/Office Tour (30 minutes, w/ Stacy, Raul)

• Get settled, set up a desk or boardroom for the day

11 am: Executive Meeting (1 hour, w/ Stacy, Thomas, Ankit, Shireen)

• Overview of status, product usage, any updates
• Add any bullet points you need to cover here
• Upcoming changes or challenges for the business
• New Opportunities
• Areas of concern

12pm: Lunch

1pm: User Meetings (4 hours, rotating through Marketing teams)

• Overview of new features
• Gather feedback from users
• Sit with teams to review workflow

5pm: Wrap Up meeting (30 minutes)

• Process or configuration change recommendations
• General questions and answers
• Items to be addressed as part of maintenance
• Enhancement opportunities

6:30pm: Dinner at Restaurant

Internal Notes

• At the bottom of your agenda, include internal notes that are meant to be shared with your team only.

Plan for success

It’s time to get back out there and meet your clients face-to-face. By planning your customer visit ahead of time, you’re sure to achieve your goals and come out with a stronger understanding of what your clients need.

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Dealer Visit Report – Overview

Replace Your Excel Sheets With Mobile Based Dealer Visit Report Software

What is Dealer Visit Report ?

It’s rightly said “WHATEVER CAN BE MEASURED, CAN BE IMPROVED”. OEMs also follow this judiciously. Almost all the OEMS have predefined parameters for dealer quality audit. On some parameters dealers are audited monthly and some parameters are audited quarterly or annually.

Auditors from OEMs end audit different departments, equipment, services and amenities of authorized dealers.

The purpose of such visit is to ensure total customer satisfaction and at the end of such visits, problem points are noted by auditors and bought into the notice of dealer principal for corrective action. Once corrected by the dealer, a score sheet is created on different parameters, which helps the OEMs to evaluate the dealership and identify areas of improvement.

Limitations Of Manual Process:

• Paper Based Process: The response from different departments is captured by the auditors on paper. Since the process is completely manual, auditor cannot pinpoint the problems areas immediately and they need to go back and work to collate all the information collected and prepare a report for any meaningful decision making. Thus a lot of time precious time of auditors is wasted by visiting dealers and collating the information gathered during dealership visit.
• Record Keeping: Considering the fact that one auditor is responsible for audit of multiple dealerships on different parameters monthly & quarterly, keeping track of huge data manually is very difficult.
• Increased Transportation: Auditors generally work very closely with the dealer principal to rectify any anomalies identified during visit and have to revisit dealerships as per the target resolution time provided by them. Planning and scheduling the revisits along with other planned visits makes it more difficult for the auditors to manage manually.
• Non-Customizable: Those using manual system finds it very difficult to roll out changes in the predefined audit criteria. Moreover, OEMs don’t have the flexibility to define different audit criteria for different dealerships.
• No Attachment Sharing : In a manual process images and video are the important tools for audit. But in manual processing there is no functionality to enclose them with manual reports if auditor is capturing them in his standalone device as they cannot be used for efficient reporting.
• Time Taking Process : Manual process involves spending countless hours for preparation of quarterly and annually summary report for tracking dealer performance.

So, How OEMs Can Make This Process More Effective?

In recent years, competition in automotive industry has become increasingly challenging. OEMs historically invest millions of dollars annually in dealer incentives and ultimately gain market share. And keeping these trends in mind, Intellinet suggests implementing mobile based dealer visit report (DVR) . This is mobile app based functionality prepared by Intellinet to facilitate OEMs. Having this application on board will help OEMs to perform their dealer visit tasks faster.

Benefits Of Mobile Based Dealer Visit Report (DVR)

• Digital Entry: As and when the response is captured in electronic dealer visit report app, score against that particular head and the overall score for dealership instantly become visible to the auditor and the same can be shared with dealer principal well in time for corrective action.
• Real-time Data: Moment an auditor logs in to the app, system will guide him of the pending audit on monthly or quarterly basis ensuring every audit happens in time.
• Online Visit Scheduling: Auto dealer visit report app provides the functionality to auditor to record target date as defined by the dealer principal and alongside auditors can also define the revisit date i.e. the date on which they would like to revisit the dealership to close open points. Once defined, auditors will get the alerts for revisit as soon as he logs into the app on that day.
• Customizable: It being an electronic system OEM can dynamically define or change the audit parameters and can introduce new parameters from time to time. Electronic dealer visit report can be configured to show different audit parameter for different category of dealers.
• Multi-Functional: Intelli DVR makes it super easy for the auditor to capture and attached images and video alongside their response to any question. Inbuilt tool also provides the facility to annotate the images for easy reference in future. Auto dealer visit report app’s automated image sync algorithm automatically reduces the size of images yet maintaining the quality before syncing the images on the server.
• Instant Reporting: Electronic dealer visit report back office module enables OEMs users to generate a report on any parameter captured through the system in the most user-friendly way possible.

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Visit Report Template for Trade Shows and Field Service

Recording and maintaining contact data in the CRM system is a daily task in the back office, but recording leads and existing customers is also elementary for successful field service sales. In this guide, we would like to provide you with an essential tool for this: a template for your visit reports.

Visit report – recording communication

Sales increasingly take place outside of a personal meeting on site because of the Internet and modern communication options. However, trade fairs and the field sales are still important pillars of a company in which time and money are invested. At the same time, the accurate recording of your meetings at a trade fair is the basis for further sales success. But how are the relevant prospects and customer meetings stored and tracked for subsequent follow-up? This is exactly why visit reports are used as a template, whose purpose and structure will be explained in this guide. You will find a template for free download at the end of this article, which you are welcome to use!

Visit report, what does it mean?

For many sales reps, visit reports are THE way to record and analyze customer information on the go. For this reason, these reports are especially important for field sales and trade show work. The main idea is simple: You consider in advance what information you need from your prospect for your sales process and create a customized questionnaire. It is essential that this information is completely recorded for subsequent follow-up and analysis.

Based on the questionnaire you have created, all the information is compiled during the meeting and attached to a business card. After the trade fair or field service, the completed visit reports are then used to contact the prospects again. A CRM system is often used in this step, which is filled with the information from the visit report. Here it is important that the sales representative fills out the visit report directly during the conversation or afterwards. The atmosphere of a trade fair and the many meetings can cause important information to be forgotten just a few days after the trade fair.

Why use a visit report template?

The advantage of a template is obvious – and yet at trade fairs and in the field sales, you see sales staff noting down their conclusions on a piece of paper or just collecting business cards without taking down any further information. With a customized questionnaire, you can record your customer meetings in a structured way and ask for all important information to make the most of your sales opportunity. Based on the questions and answers in the visit report, you can then classify your prospects into different groups in the follow-up, which will be handled accordingly in the sales meeting. In addition, the visit report sets the course for longer-term cooperation. By documenting the essential key figures and meeting notes – first on paper and then directly into the CRM system after the trade show – it is also possible to see later in the CRM which problems, requirements and possible wishes the respective customer has. This information enables the sales employee to see at any time how he has convinced the customer and when he needs to react to possible problems.

What makes a good visit report template?

Decisive for a useful template are the questions or information that are specifically asked. There are significant differences depending on the industry. Basically, we can say that sales employees collect important data about the company as well as the contact person via the visit report. Master data, company size and product interest are in first place.

By consistently evaluating the visit reports, the information collected can even be used to make strategic decisions afterwards, for example, based on customer responses regarding the size of the company. If, for example, closing rates are significantly lower at larger companies, this could lead to conclusions about weaknesses in the sales process. A visit report can therefore always be used as the starting point for an analysis of field service activities or trade show visits.

Using visit report templates correctly

Creating visit reports yourself can be time-consuming. Therefore, feel free to use our template and customize it according to your needs.

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15 Free Sales Report Forms & Templates

By Kate Eby | August 10, 2022

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Make sales reporting easy with free templates available in Microsoft Word, Excel, and PowerPoint; Adobe PDF; and Google Sheets formats. All of the templates below are downloadable and customizable for your small business.

On this page, you’ll find a weekly sales activity report template , a simple daily sales report , a sales call report template , and multiple other spreadsheet, dashboard, and document templates, including forms for monthly, quarterly, and annual sales reporting.

Weekly Sales Activity Report Template for Excel

Download the Weekly Sales Activity Report Template for Excel

This template is ideal for individual sales representatives who need to track weekly sales activity . For each weekday, enter the number of calls made, visits completed, sales leads generated, and deals closed. Include daily revenue goals and actual amount collected. The template calculates daily and weekly totals for all activities and revenue. It also shows the variance between your target sales revenue and actual amounts.

Basic Daily Sales Report Template for Excel

Download the Basic Daily Sales Report Template for Excel

Use this simple spreadsheet template for daily sales reporting . List products, prices, and item descriptions in the inventory list tab. In the main template tab, use the dropdown menu in each row of the first column (labeled Item No. ) to select a product. Enter the quantity sold and tax rate for each item. The template calculates the total sales amount including tax. You’ll be able to see the daily sales total at the top of the template for easy reference.

Monthly Sales Report Dashboard Template for Excel

Download the Monthly Sales Report Dashboard Template for Excel

Create a monthly sales report showing team performance, including the lead conversion rate, outbound calls, and revenue closed for each sales rep. The dashboard provides charts to quickly view your lead-to-opportunity ratio, opportunity-to-win ratio, and sales volume by channel. You’ll find example sales channels for a call center, mobile app, social media, email marketing, and online store. Edit the categories and add your data to see which channels are the top performers for your business.

Annual Sales Performance Report Template for Excel

Download the Annual Sales Performance Report Template for Excel

Use this sales analysis report template to track quarterly sales growth for multiple products, regions, and salespeople. The template shows side-by-side estimated versus actual sales for each quarter. Enter your product names and sales amounts to populate the color-coded bar charts. The report also includes a graph comparing product revenue over four years.

Weekly Sales Call Report Template

Download a Weekly Sales Call Report Template for Excel | Microsoft Word | Adobe PDF

Record sales call activity to create a simple weekly report. Use this template to track data from one sales rep or a team. Enter the daily number of calls and sales made, along with target amounts. The Microsoft Excel version of this template calculates the sales rate for each day of the week. Enter your sales values to see how daily and weekly revenue compare to sales goals.

Daily Sales KPI Report Template for Excel

Download the Daily Sales KPI Report Template for Excel

This sales report template displays daily key performance indicators (KPIs) for one month. View revenue, customer, and average order value growth in a bar chart, so you can track performance. KPIs are shown together on each day, allowing you to evaluate changes on a daily and monthly basis. Enter your data in the unshaded portions of the spreadsheet to generate the dashboard chart, as well as monthly average values for each KPI.

Deal Loss Reasons Report Template for Excel

Download the Deal Loss Reasons Report Template for Excel

Identifying the reasons you are losing deals will help you find trends and make informed changes to a sales strategy. This template includes two charts: one showing loss reasons by value and the other by count. The total number of lost deals and total lost earnings are shown at the top of the report. Enter the starting and ending dates for the reporting period, edit the loss reasons, and add sales data to reveal a snapshot of deals lost.

Sales Tracking Report Template for Excel

Download the Sales Tracking Report Template for Excel

This sales tracking report provides a detailed breakdown, as well as a broad overview of financial data. Use the spreadsheet portion of the template to list the cost per item, markup percentage, quantities sold, shipping costs, and returns. The dashboard displays the profit per single item, total income for all items sold, and a percentage breakdown showing what portion of revenue is attributed to each product.

Hourly Sales Report Template

Download an Hourly Sales Report Template for Excel | Google Sheets

Make a comprehensive, hourly sales report for any time frame. Select the starting and ending dates and times for your report. Enter hourly sales data, including the number of items sold and sales amount. The template calculates the average and percent of sales made for each time slot. Sum totals appear at the top of the template and update each time you add new data to the report.

Sales Rep Daily Report Template for Excel

Download the Sales Rep Daily Report Template for Excel

Suited for an individual sales representative, this template can be used to record activities for a single day or over multiple dates. Use the Inventory tab to create a list of products with unit costs. On the main Sales Report tab, select your products from the dropdown menu in the item number column. Enter the number of units sold and tax rate, and the template computes the total sales amount. For each item sold, record the date, time, type of call, and customer information.

Monthly Retail Sales Summary Report Template

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

Monitor your monthly retail sales performance with this summary report. The template shows totals for customer orders, products sold, and sales amount during your chosen time period. A horizontal bar chart provides a breakdown of weekly sales revenue. Evaluate product performance with an itemized list of units sold, plus a pie chart showing the percentage of sales for each item. Compare current and previous month sales to set future goals for your retail business. 

You can create a slide deck of your report by downloading the Microsoft Excel version to populate the charts with your sales data, then copy and paste screenshots into the PowerPoint template.

Restaurant Weekly Sales Report Template for Excel

Download the Restaurant Weekly Sales Report Template for Excel

Compile daily and weekly restaurant sales information into a single report. The template provides example food and beverage categories, plus discounts and complementary items. Add or remove categories to create a customized template for your restaurant. Enter your itemized sales for each day, and the template tallies the daily subtotals and total weekly sales. Keep track of payment types with a separate section where you can input credit card, cash, and other transactions.

Real Estate Sales Report Template for Excel

Download the Real Estate Sales Report Template for Excel

Real estate agencies can use this sales report template to assess team performance on a monthly and annual basis. See how agents performed with total listings, new listings, number of sales, and sales values. View actual versus target amounts to monitor sales objectives. The template includes a dashboard with charts and graphs for a visual summation of your sales data.

Quarterly Sales Report Template

Download a Quarterly Sales Report Template for Excel | Google Sheets

This sales report template provides a monthly and quarterly breakdown of sales figures for one year. Collect data on the number of contacts in your sales pipeline , conversion rate, units sold, and total sales value for each business quarter. Graphs illustrate your actual unit sales and total sales amounts over time and compares it to your sales quotas.

Year-End Sales Report Template

Download a Year-End Sales Report Template for Microsoft Word | Adobe PDF | PowerPoint

This annual sales report includes a table of contents, an executive summary with sample text, a section for listing financial data, and space for inserting an auditor report. Attach any other documentation needed to create a thorough report for stakeholders. Enter your sales data for current and previous years in the preformatted table to see performance changes over time. This template is also useful for creating an outline for developing a customized yearly report for your business.

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.

Find additional templates and learn more about the sales process , effective sales management , and sales forecasting in our comprehensive guides.

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37 Sales Reports Examples You Can Use For Daily, Weekly, or Monthly Reports

Table of Contents

1) What Is A Sales Report?

2) Why Are Sales Reports Important?

3) Types Of Sales Reports

4) Tips For Your Sales Reporting Process

5) How To Write A Sales Report To Your Boss

6) Monthly Sales Reports

7) Weekly Sales Reports

8) Daily Sales Reports

9) Bonus: Quarterly Sales Reports

Using a daily, weekly, and monthly sales report with your team may be the single most powerful action you can take to increase your team’s performance and generate powerful sales results. Modern sales analysis reports provide managers and sales representatives with a detailed overview of all relevant sales processes to optimize performance and ensure healthy business growth. The best part is sales reporting has never been easier. Thanks to the rise of modern sales reporting software that facilitates businesses' lives by providing interactive reports in the shape of professional dashboards that are easy to create and understand for everyone without any need for technical skills.

 To help you dive into the world of sales data analysis, this blog post will focus on the power of these reports by presenting the definition and a list of examples of daily, weekly, and monthly sales reports. Additionally, we will discuss exactly how to report sales, its importance, and the creation process so that you can find out the story behind each report and use them as templates or inspiration to generate your own.

Without further ado, let's get started.

What Is A Sales Report?

A sales report is an analysis tool that provides a mix of powerful KPIs that track the performance of various sales activities within a company. The insights contained in them help managers spot trends and improvement opportunities to reach sales goals. 

These powerful tools give a snapshot of the company’s strategies and activities at a specific period to assess the situation and determine the best strategic decisions and actions to undertake. With the help of modern online sales report software, decision-makers can find potential new market opportunities to improve results and gain an advantage over their competitors.  

They can be of various forms: a daily sales report format will track sales KPIs that are relevant daily, such as the number of phone calls or meetings set up by a rep or the leads created. Likewise, weekly sales report templates can monitor the amount of deals the team closes or the revenue generated. A monthly sales report format will provide a bigger picture of the activity of each sales rep or the team as a whole. Putting it all together on sales dashboards will enable you to automate your data and focus on human-centric tasks without requiring time-consuming manual calculations and repetitive exports.

There are also different variations of reports that will focus on different aspects: the progress of sales in general, detailing the revenue generated, the sales volume evolution, measuring it against a pre-set sales target, the CLV, etc. There are also reports focusing on the sales representative themselves and their sales cycle performance, from lead generation to closing a deal. We will go through the main types of sales reports later in the post, but before that, we need to discuss why these analytical tools are so important today. 

Why Are Sales Reports Important?

Imagine a sales team has set an ambitious goal of closing six figures in new revenue streams for that quarter. They check their progress two months into the goal only to realize they’re way off target from hitting it. They were probably busting their butts to make their goal become reality, but just working hard isn’t enough. Setting goals is fine, but they need to be realistic and achievable. That is where professional sales reporting and analysis comes in. If that sales team had analyzed their historical data with the help of a professional report, they would have thought of a goal that matched their reality and prevented the disappointment and the waste of resources. 

Tracking your progress with the help of self-service data analytics tools and regularly reporting on your performance can make a significant difference in how strategies are approached. These tools give businesses the power to make informed decisions based on their own data, preventing any mistakes that lead to wasting resources or, even worse, stall business growth. 

But that's not all. Keep reading to learn more about the business-boosting benefits of these reports: 

• They help you make informed decisions: Believe it or not, in the age of information, some businesses still rely on pure intuition or experience to make critical strategic and operational decisions. This can only lead to a waste of resources and untapped potential. Luckily, modern sales reports give businesses easy access to their current and historical performance to make decisions and build strategies solely based on their data. Avoiding shooting in the dark when it comes to important decisions. 
• They provide a navigational system: Think of reporting as your “navigational aid” for steering your sales team in the right direction. Modern online reporting software will help you get actionable sales insights to drive future revenue and crush quotas. They make things crystal clear for your sales team regarding what’s important and what they should be working on.
• They ensure consistent monitoring: To make the most out of your strategies, you must work hard on the right things at the right time. In other words, you need to work hard with intention and awareness. And that’s what daily or weekly sales report samples will help you achieve. They indicate how your team and strategies perform in real-time, so you can course-correct things as needed. 
• They keep goals simple and clear: As long as you’re not overloading your team with too many KPIs, by using reports, you can show your staff, “Hey, these numbers are crucial to our success. So, we’re going to keep track of them frequently.” When your team has a set of clear KPI examples they need to execute, they can invest all their energy into drumming up revenue – instead of wasting time thinking about what they should focus on next.

To put things into perspective, let’s say you’ve been doing an aggressive cold-calling campaign to drum up a new business. If you use a weekly report, you might find after a week that NOBODY has made any significant progress. Knowing this, you can switch to another strategy in time to hit your revenue goal.

Granted, all of this information largely depends on your sales cycles. If you have a massively expensive enterprise software package that often takes half a year to close, then a monthly report would be your version of a weekly report, and your weekly report would be similar to a daily report for other businesses with shorter sales cycles.

In essence, a sales report provides a roadmap to track your progress and monitor the team's efficiency to develop the most profitable funnel and keep your costs at a minimum while productivity is at a maximum level. If you want to improve your sales cycle performance management periodically, you can also read our extensive article on the benefits and value of a KPI scorecard . 

Now, let’s move on to the different types of reports for sales. 

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Types Of Sales Reports

Depending on the analysis goal, the business type, and other variables, businesses rely on various reporting techniques to track the progress of their sales efforts and ensure success across the board. Here, we present you with some key types that you should know. You can find visual examples of the reports presented above in the templates section at the end of the post.  

• Sales funnel reports : This type of report illustrates a business’s customer journey from when they first contacted the company to when they actually purchased a product or service. Typically, the funnel is divided into different stages, requiring sales representatives to take specific actions to move a potential client from one stage to the next. This enables managers to evaluate the individual performance of sales reps in moving prospects further in the funnel, evaluate the entire process, and tackle any bottlenecks that might be preventing leads from turning into paying customers. For example, a business might realize that leads are dying at the proposal stage. This could mean the product or service is not being presented correctly and could affect the entire sales process. 
• Conversion report: Similar to the funnel report, the conversion report tracks all details related to converting leads into new customers. It takes data from your sales funnel to understand how the different stages are performing, how many leads are converted, and how many are lost, among other things. Unlike other revenue-related reports that track the amount of money brought to a business in general, a conversion report tracks the revenue generated directly by the efforts of the sales department. It can be produced monthly, quarterly, or yearly and is a perfect tool to spot improvement opportunities. 
• Forecasts reports : This straightforward yet complex report type enables the department to predict the future sales of a given period. It uses predictive analytics technologies to analyze past and present data and generate accurate predictions. By using these reports, businesses can spot any potential seasonal slowdowns and any other bottlenecks that must be addressed beforehand. Additionally, a forecast report can identify pipeline weaknesses so they can be appropriately optimized. 
• Opportunity reports : This tool uses Einstein's opportunity score to rate the leads from 0 to 99. The ones with higher scores are the most likely to turn into paying customers, while the ones with lower scores are not. Businesses use this score to divide their leads and dedicate more human and monetary resources to those most likely to convert. 
• Sales marketing report : This straightforward report type tracks the developments of all marketing-related strategies that work towards increasing sales. It is a great collaborative tool between the two departments, allowing them to stay connected with different needs. For example, the marketing team can track which campaign has been most successful for the sales team and ensure the same material quality is produced. The same could go the other way. Unsuccessful campaigns can be discarded to avoid wasting resources.  
• Sales agent performance reports : As its name suggests, these tools are used to track and analyze the performance of sales reps in terms of productivity and profitability. The metrics tracked on these reports often include the amount of leads generated, opportunities closed, and revenue generated, among others. This data enables managers to spot reps who might be struggling, provide them with training opportunities, and reward the best performers. 
• Calls reports : As an extension of the previous report type, the sales call report tracks the amount of visits or calls that sales representatives make to potential clients during an observed period. The time can be either weekly, monthly, or yearly, depending on the aim of the analysis. Tracking this data helps managers assess goal completion for sales reps and understand the percentage of total calls that convert a new client. 

After we have expounded on the benefits and types of sales reports, we will now explain how to make one for yourself and your boss.  

How To Make A Successful Sales Report: Tips & Reporting Best Practices

Generating reports can be tricky for both sales teams and managers. To clearly compose your data to tell a story, you should follow these tips and best practices.

When you generate a report, you need to keep your final objectives in mind. To master report writing, there are a couple of crucial questions that you need to ask yourself: who are you reporting for, and why? Is this a weekly check-up or an assessment of a situation or a campaign project? What is the time period of the report? What is the main message you want to share?

Once these questions are answered, you can easily articulate your report accordingly. Here’s how to do it:

• Identify your goals: There is no point in creating a solid reporting process for sales if you don’t have a goal. Define specific questions you need an answer to, and tie all the metrics that correspond to your final destination. This is a crucial point as it will help you define the kind of data that you need to collect and prevent your analysis from becoming overcrowded with unuseful information. 
• Define your audience : Before working on the report, consider who will read it and what they need to know. Consider their background and if they are familiar with the jargon you might use. It’s not the same if you write for a specific sales audience than to a general one. Taking care of this aspect will help your reports be more engaging and readable. 
• Define the purpose of your report : Sharing monthly advancement with top management or just having the weekly overview and analysis of the sales objectives with your team. Both reports will have a different structure, and the info you will share will also be very different. You can also benefit from report automation and schedule a specific time for your reports to be produced and shared.
• Decide on a time period : You can create a daily and a monthly report or choose to display the data of the last quarter or year. Whichever you choose, it is important to think about it beforehand as it will help you gather the correct data and plan accordingly. You can also customize templates based on your own goals, departmental structure, or C-level management requirements. 
• Gather the right data : Now that you have defined your goals, audience, and time period, you should have all the necessary information to collect your data. With the help of professional online BI tools , you can easily connect multiple data sources and visualize them all together in interactive sales analysis reports. The best part is the sources will be automatically updated, meaning you will always have fresh insights available. 
• Tell a story: As you learned from the different types of reports we presented above, each type tells a different story based on the goals we have predefined. In this area, you also need to look at the bigger picture. If your goals aren’t being met, there is a reason behind it – does your customer or client have a rough business patch that resulted in lower sales volumes?
• Visualize and communicate your findings : Once you have analyzed and dug out insights from your data, the most important part is to convey this information to your audience. In the past, reports were mainly in written form or using static visuals. Today, it is all about interactivity and visual analytics. A professional business intelligence dashboard is a highly visual tool that offers a centralized location for your most important sales KPIs.
• Create an unforgettable presentation: Humans are visual creatures, and by visualizing all the numbers and correlations on a single screen, you enable faster insights, pattern recognition, easy-to-spot trends, and interactivity with data. A simple sales presentation with visualized data is much more digestible and effective when it’s done through the power of online data visualization .
• Provide context : An aspect often forgotten when we are deep in the reporting mindset is that numbers never tell the full story. Provide some background and a bigger picture of the figures, especially if you are presenting weekly sales report templates. For instance, how has the situation been this month or this quarter? Is the general trend going up or down?
• Take advantage of sales forecasts: One of the most crucial tips we can give you is to utilize sales forecasts to be able to make better and more informed business decisions, predict future performance, and give insights on how to manage your sales strategies, like in our example below:

**click to enlarge**

This example shows an intuitive user interface of modern business intelligence software like datapine that allows you to analyze and visualize sales data with a few clicks and take advantage of advanced analytics features such as predictions, intelligent alerts, and conditional formatting.

11. Identify patterns in your data: An important tip to consider when using company sales reports for your online data analysis process is to act on results. Often, organizations react when the numbers are negative. However, the true value of reporting lies in providing a deeper look into your business. Once you get your sales management reports done, examine the data carefully, and find trends and patterns to understand why something is happening. Like this, you will not only fine-tune your sales strategies but will find new opportunities that will lead your business to grow.

12. Share your findings: Whether you need to input your colleague or show your sales manager or board of directors achievements and current insights, these kinds of reports should be easily shared. That way, you empower collaboration and increase productivity between stakeholders. For instance, datapine’s business dashboards can be shared and exported in multiple formats, including print, PDF, live URL, automated email, and more. 

13. Use automated tools: One of the main benefits of sales reporting is to help businesses deal with their sales data the most efficiently. To do so, sales business intelligence tools provide automated features that will autogenerate your reports with just a few clicks. By investing in these business intelligence solutions to leverage your sales data, you can leave the pains of manual reporting in the past and benefit from interactive dashboards filled with real-time data ready to extract fresh business insights.

14. Get creative! When building your report, add a bit of fun or a more personal touch to catch your audience's attention and make you more confident while presenting! Sales analytics tools , like datapine, offer white-label reporting features to allow users to customize reports to meet any design needs they might have. 

These tips will help you create a powerful business sales report to share with your colleagues and key stakeholders. To keep digging deeper into the process, below we will discuss some tips to present a report to your boss. 

How Do You Write A Sales Report To Your Boss?

All of the steps mentioned above apply when writing a daily, weekly, or sales monthly report to your boss. However, your audience is already defined and specific – this time, you are writing for direct and/or top management. So here’s what you should additionally consider when writing to your boss:

• Focus on what matters to your boss: choose the right metrics. During the writing, you must remember why your boss needs the report and focus on giving the precise information they need to make the best data-driven decisions possible. When gathering the data, select the very metrics that matter to them: sales growth, the targets previously set and the state of achievement, the sales revenue over the month or year, etc. Remember that data is the centerpiece of your report, so spend some time collecting and organizing it as clear as possible.
• Visualize the data to communicate it better: To make it easy to grasp in a simple glance, instead of adding up one after a succession of graphs, you should opt for the overview that provides a dashboard. To visualize all of your metrics together in an effective way, online dashboards are key – and you can take some inspiration from different dashboard examples and templates. The advantage of using such dashboards is that you will always present up-to-date information, as they work with real-time data. No more stress over synchronization and updating files a hundred times!
• Don’t forget the executive summary : To finish with, do not forget to add an executive summary. That summary might be at the beginning of the report before introducing your data and findings, but that will still be the last thing you will write. Indeed, it will summarize the major insights drawn out and question the next steps. Top management does not always have time to go into detail, so you need an executive sales summary paragraph that lists the salient points.

Now that you've got all the details on analyzing sales data and creating powerful reports, we will look into an extensive list of 37 templates for daily, weekly, monthly, and quarterly reporting. 

Sales Report Examples For Daily, Weekly, Monthly, & Quarterly Reporting

1. 8 monthly sales reports templates and samples.

A monthly sales report is used to monitor, evaluate, analyze, and determine monthly sales trends. It includes more long-term measurement of KPIs, such as sales cycle length, conversion report, and monthly progress report, among many others.

To dig a bit deeper, we will briefly introduce some monthly sales reports examples that can help. A month will provide a broader feeling of how your sales reps are performing in the long run, even though, as we mentioned earlier, it can be too long for you to implement correction to avoid missing out on opportunities before it is too late.

1) Sales KPI report

We will start with an example focused on high-level metrics intended to make C-level executives’ lives much easier. Reporting on these levels should include main metrics, such as revenue, churn rate, profit margin, incremental sales, etc.

These metrics (as seen in the example above) are of utmost importance to track every month since they can change the course of a company’s sales strategy. Sales VPs, managers, and executives can monitor the most important operational and strategic data to increase the quality and performance of designated sales targets. A monthly sales report template like this one can be generated within minutes with professional KPI software . 

In the example above, we can see how to maintain revenue and management under control with the help of interactive charts that consolidate data from your connected database and bring you powerful visualizations that tell an immediate data story. You can break down your costs, monitor your incremental sales, and compare your results with the last month while keeping your data up-to-date.

2) Sales opportunity report

A sales manager report template should incorporate management, development, monitoring, and analysis of opportunities. Those are the most prominent leads within the funnel that need special attention and care. With the help of professional BI reporting tools , opportunities are available in a single, central location, and automatic data updates will enable you to look at the data in real-time without the manual optimization of numerous spreadsheets and static reports. Let's see this through a visual example below:

A sales performance report sample above is focused on opportunities and details on various metrics. It starts with a glance overview of current opportunities, current purchase value, average purchase value, and the win ratio compared to last month. This will immediately tell you if your developments are positive or need additional adjustments to improve results. Below, you can find details on the churn reasons with the most lost opportunities stating they've chosen a competitor. You can use these findings to examine what competitors offer and if you can adjust your sales strategies accordingly and try to offer something more valuable for your most promising leads.

At the bottom, the details will let you know when the first contact was made, by which sales rep, what kind of package is listed, comments, and other specifics of each opportunity. That way, you will see additional information without needing to manually search through e-mails or spreadsheets or perform any manual and time-consuming task. By adopting business intelligence software , key reports for sales managers will be centralized and accessible anytime and anywhere. Moreover, you will be able to share and interact with each part of this dashboard, saving you countless hours of work and, ultimately, increasing your productivity levels. 

3) Sales cycle length report

This monthly sales report sample covers the totality of your reps’ sales funnel, from the opportunity to a closed deal. It will outline the development of each rep and point out how good they are at closing deals and how long it takes them to get there. Visualizing these metrics will help you determine the strengths and weaknesses of each individual, providing you with the information you need to respond accordingly.

In our sales data analysis example, you can see that the average cycle length is 18 days, with the details being shown below and on the right in this dashboard. A data report such as this will ensure you gain a complete overview of your cycle while monitoring the conversion rate and cycle length of each sales manager on your team. The goal is to shorten the sales cycle as much as possible, but it also depends on the industry. In B2B, the cycle length is usually much longer than in B2C. The less time it takes you from identifying an opportunity to closing a deal, the more effective and profitable your processes will be.

4) Sales conversion report

As a complement to the previous template, here you can see how effective your reps are at converting the leads into sealed deals after hitting every step of the funnel to get there. By analyzing each stage of this funnel, you can identify where an issue may occur and address it to increase your sales conversions.

This sales summary report sample, created with a powerful dashboard maker , shows the leads, opportunities, negotiations, proposals, and wins in a simple yet straightforward way. The monthly development is depicted on top, showing how many converted leads you gained in the last 30 days. When you see certain spikes, you can examine what happened that day to see if you can apply the same tactics for your next sessions.

You can also see two gauge charts that visualize the lead-to-opportunity and opportunity-to-win ratios. If you notice a significant increase in your wins, you can safely assume your sales reps bring profits to your company. On the other hand, if the opportunity-to-win ratio is stagnating or decreasing, you can examine what kind of problems your reps have at the later stages of sales.

5) Sales Analysis Report Sample

Our next example is the perfect overview for a B2C business that sells products or services across the globe and needs a centralized view of the latest developments. With insights into critical revenue, profit, and product metrics for different regions, companies can extract actionable insights regarding the development of their strategies and identify where they could be improved. 

Looking into this sales operations report in more detail, we get a revenue and profit trend chart where users can quickly understand the overall performance of each quarter. In this case, we can see that Q2 2022 saw a significant decrease in revenue and profit compared to Q1 2022. Now, that data alone doesn’t tell us much about why this happened. To dig deeper, you need to explore the rest of the data contained in the report and extract useful insights from it. For example, by looking into the revenue by country and product charts, you can identify a region or product that is underperforming and affecting the overall results.  In this case, we can see that some products with the highest revenue also have the lowest profit margin; this could mean high production costs that could be optimized to increase profitability. 

6) Sales & order report

The following monthly report template can benefit online retailers the most. With so many orders to handle, it can sometimes be difficult to track everything sent out or returned. Every retailer aims to increase sales volumes, but keeping the return process in the loop will help you greatly on many levels. In the retail dashboard below, you can first see in which quantity your items are returned and then analyze why. This is key to figuring out where the problem lies and troubleshooting it as fast as possible.

If the item doesn't fit, as we see in our example as the main return reason, it would make sense to communicate the sizes more effectively. Maybe they need to be more visible within your online store, or they don't correspond to the standard US or EU sizes.

That way, you can easily increase your customers’ satisfaction, and we all know that a satisfied client is coming back: s/he can also recommend your products and services to their friends and family. And that’s pretty much what you want to achieve.

7) Outbound calls report

Telephone cold calling is still one of the most important techniques used in sales. That’s why we have chosen to present this report, which displays various key areas in your outbound processes and potential results.

In this comprehensive sales analysis example, you can generate invaluable insights referring to outbound call trends, the sales team performance based on the contact rate, contracts closed, and average order value, among others. This visual lets you compare your findings with the previous period and learn the most effective moment to perform calls to maximize results and profits.

In our example, you can see that the contact rate is highest mid-week while the details on the agents' performance are depicted on the right. The trends are indicated in comparison to the previous period and are, unfortunately, negative. The point is to examine further what happened to avoid such scenarios in the future. If agents need more education or something unexpected happens that you can't influence or change, it's time to ask additional questions.

8) Sales performance report

As our final monthly report format, we chose one that displays a broad overview of your performance, combining a lot of different KPIs – which is helpful if you decide to create a monthly report. The one displayed here goes further, showing data over one year, but you can take data for just over one month.

From the number of customers you have acquired during that span to the costs it takes to get them, from the average revenue each of them brings you to the lifetime value they have, this sample provides you with at-a-glance information to quickly see if your teams are meeting their goals.

In a practical sense, this performance dashboard will enable you to track the acquisition costs, the average revenue per unit, the customers' lifetime value, and the development over time. It's important to track and regularly evaluate your performance since it will create an informed sales environment where you can make decisions based on data and not "hunches" or assumptions that can cost you significant money and time.

2. 13 Weekly Sales Report Samples And Templates

A weekly sales report is a measurement tool used by companies and individuals to track sales performance and essential KPIs, such as lead-to-opportunity ratio, lead conversion ratio, sales volume by channel, and total sales per region, among many others, every week.

A week is arguably the perfect period to measure individual sales rep performance. A month is often too long, leading you to miss out on course correction opportunities until after the fact. And a single day is often too short to see any meaningful, outcome-dependent information. Of course, the perfect period to measure sales rep performance also depends on your business model as well. You can also check our resources to expand your knowledge using a business report template .

Here, we will look at specific reports and KPIs you can track weekly from a B2B and retail perspective.

a) Track Your Weekly B2B Sales With These Reports

As mentioned, the week is a perfect span to track your team's performance and get a more detailed overview of your sales numbers. Let’s explore some examples below! 

1) Number of outbound calls

Telephone cold calling is an invaluable B2B KPI that can tell you which weekdays are the most promising for outbound calls. Usually, Tuesdays, Wednesdays, and Thursdays are particularly valuable for B2B sales, but it might be helpful to set your own benchmarks.

You can set daily targets and track the progress during each day of the week but do consider factors such as mentioned days of the week or local time.

2) Sales volume by channel

This is a bit of a more “strategic” KPI that can also be used effectively on longer time scales. This report shows you what physical areas and customer acquisition methods pull the most revenue. The total sales volume can make it easy to see where you should prioritize your sales efforts so that you can adjust accordingly.

3) Sales opportunity score

Scoring models will help you set a standardized value for your opportunities since there are different classifications depending on the potential. That way, you can allocate your resources more effectively and spend more time with more potential opportunities.

As we can see in our sales summary report above, the amount of high-potential opportunities corresponds with the dark grey area and 13% of all opportunities. This metric, created with modern dashboard software , will help you make an effective weekly strategy and action plan on where your sales reps should focus their time and energy.

4) Revenue closed by rep

While a week may be slightly too short to get a meaningful revenue metric (depending on the length of your sales cycle), this is still a valuable report to run. For shorter sales cycles , you’ll certainly be able to see trends by rep over 2-3 weeks. For longer sales cycles, this report may provide insight into what times of the month your reps tend to close sales, increasing the accuracy of your future projections.

5) Upsell and cross-sell rates

As it is well known in the sales industry, it is much easier to sell additionally to your existing customers than to acquire new ones. This daily sales report sample is useful to track every week since tracking it daily is just too short of a time span to evaluate your strongest and weakest points. When you compare the results of each rep, you can see each rate and educate others to implement the same tactics. That way, your sales numbers will grow, but there is a high chance that you will also improve client loyalty and satisfaction.

6) Customer lifetime value

This is one of the most important KPIs you can track in a B2B sales setting, first on a week-to-week basis and then expanding over the months.

It shows how much a business expects to earn from the entirety of the relationship with a customer. You can monitor it weekly to see whether the average rises or decreases. The goal is, of course, to keep the lifetime value as long and high as possible.

7) Average purchase value

Comprehensive sales analytics reports should include the average purchase value. It makes sense to compare this metric with the amount of opportunities every week since you can immediately spot direct correlations between the two.

In our example of a sales report, we can see the number of opportunities and average purchase value divided into 3 categories: basic, premium, and professional. The numbers can help you identify if you need to offer additional incentives to your clients or customers to increase your chances of selling higher-end products or services. If you compare it with the previous week, you can see the growth of 4%, which tells you you're on the right track.

8) Client meetings attended by rep

This is very good for a weekly sales activity report template. While in a day, it’s hard to get meaningful conclusions from how many meetings are being attended by each rep, a week timeline shows a different story. 

These meetings can either be virtual or in person, but successful sales reps will have them consistently, and this report will show you how they’re doing.

9) Lead-to-opportunity ratio

Tracking this metric weekly will let you evaluate the amount of unqualified versus qualified leads. A qualified lead is usually an opportunity, i.e., positive interaction that leads to a face-to-face meeting or a phone call, opening favorable circumstances for closing a sale. The lead-to-opportunity ratio tells you the amount of leads you need to meet your objectives in terms of revenue. Once you have a baseline ratio, you know how many leads you need to create to reach your target growth – and at the same time, you have predictable revenue.

This example can be assessed with the MQL (marketing qualified lead) and SQL (sales qualified lead), as it interconnects the departments since you need to define the most promising prospects that can turn into customers. Over the weeks, you can determine which potential customers convert the most and adjust your sales and marketing strategies accordingly.

10) Opportunity-to-win ratio by rep

This report displays a straightforward sales KPI that shows how effective each of your reps is at closing their opportunities. While some variance is expected, if one rep is dramatically better than the others, they may get the best leads. Or, this rep may have some skills they could teach the rest of your reps.

If a rep isn’t closing at the same rate as their colleagues, this could just be a fluke – at least weekly. But if these weekly reports continue to indicate the same trend, it could be the moment to help this rep out.

11) Lead conversion ratio

As the name states, this report will measure the number of leads that end up in a “win,” i.e., that turn into paying customers. This is one of the most important ratios for a sales team, as it gives a baseline to determine the number of leads the team needs to meet business objectives. It will depend on each company and industry, but generally, a low lead-to-conversion ratio will alert you to the weakness of your sales pipeline.

b) Skyrocket Your Retail Sales With These Reporting Templates

As one of the most sales-oriented businesses, retailers must also measure, and report on important sales values every week to get a bigger picture compared to daily reports. Let’s see which ones are the most prominent.

12) Rate of return

The next example is a retail sales report template tracking the rate of return. Whether a big or small business, the rate of return can tell you a lot about what customers think of your merchandise.

No retailer is happy when their products are returned. Therefore, tracking these values every week will enable you to decrease this number in the future when you investigate why the goods were returned and how you can improve.

13) Total sales by region

Tracking your sales by region can tell you which of your stores (or customers’ locations if you are an online business) are performing well. That way, you can compare these values and implement various other marketing activities based on your results. If you see a specific location outperforming others, see what makes it tick and invest more resources to grow even further.

Now that we have tackled monthly and weekly sales reports and provided examples you can implement in your own business strategies, it’s the moment to take a look at some more detailed insights through sales daily reports.

3. Top 11 Daily Sales Report Templates And Examples

A daily sales report is a management tool used by businesses, sales reps, and managers in order to extract the most relevant day-to-day sales data, such as the number of closed deals, client conversations, opportunities created, and many other sales-related KPIs.

Regarding daily reports, you don’t want to get too focused on outcome-dependent metrics. Instead, you want to focus more on process metrics. What’s the difference?

An outcome metric is revenue earned, which your sales rep can’t directly control. A process metric is something your sales rep can directly control, like how many calls they’ve made, emails they’ve sent, or meetings they’ve set up.

Daily, your reps will simply have some bad days and some good days due to reasons beyond their control. So, seeing that a rep has one low-earning day and then calling them into your office would be a little premature and arguably an example of micromanagement.

However, if several days in a row are pretty bad, or if a week goes by where your reps aren’t performing at their normal standards, that’s a pretty good sign that you might want to ask them what’s happening. Maybe they need to learn some new skills – or maybe their dog just died, and they’re in a bad spot. Either way, it’s your role as a manager to support them. Hereafter are some examples of B2B and retail KPIs you can measure in this sales reporting template.

a) B2B Daily Reports To Control Your Operations

As mentioned, each day in a sales department is different, and many things are simply out of human control. But by closely examining your daily sales operations, you can better conclude what works in your sales process and what does not. Now, we will focus on some examples you can track every day.

  1) Number of meetings set up by a rep

While you can’t actually force a potential client to meet with you through sheer force of will, you can mostly control how many meetings you set up. Take note that we’re not tracking phone calls and/or emails sent out explicitly, as while those KPIs can measure effort, they can also be manipulated quite easily.

And this contains an important lesson about KPIs, even daily ones – they must serve your overall goals. If your daily KPI measures something that doesn’t contribute to your overall goal, it’s not valuable. All in all, it’s hard to set up too many sales meetings, which makes this daily sales activity report template useful.

2) Number of client conversations by rep

This is the equivalent of: “How many phone conversations and in-person meetings do each rep have each day?”. Again, all else being equal, a rep who spends more time talking to customers will generate more results for your business than a rep who doesn’t. This is assuming that you are qualifying your leads properly, which sometimes can be easier said than done.

3) Lead response time by rep:

This daily sales report template can be tricky and controversial since it can vary greatly based on the lead type and actual scenario. The optimal response time should be determined after different strategies are tested. That means you should decide when the right time to react is when prospects download a free trial or whitepaper, whereas prospects requesting an offer should be contacted as soon as possible.

After you have your benchmarks, you can track daily how your sales reps are performing and their averages. That way, you can better analyze the effects on your overall strategy.

4) Number of outbound calls by rep:

You can track the number of outbound calls made by each of your reps daily, see how effective they are in their performance, and take appropriate measures if there are significant deviations from set targets. That doesn’t mean you should micromanage sales reps on a daily basis, as mentioned earlier, but provide them a helping hand when needed.

5) Number of sales opportunities

An opportunity is basically a lead that gets qualified because of the good response and interaction it had – meaning, this is no junk email address nor a fake phone number. An opportunity can be a conversation that ends at a meeting, paving the way to further sales interaction.

Valid qualified leads are extremely important to sales, as is comparing the number of opportunities against the purchase volume. This sales analysis template will show you the potential purchase value of new opportunities, and it would make sense to track it daily but also its development so that you can easily pinpoint successful days and try to recreate the processes in the future optimization of your sales funnel.

6) Number of touchpoints created by rep

This is a tie-in metric that looks at:

• How many emails were sent to a potential customer that has shown interest
• How many phone conversations were held or voice mails left with potential customers who have shown interest

With this metric, we’re trying to provide an overall “effort” KPI for each rep without making things too easy to manipulate. That’s why it can be useful to specify that for an email or phone conversation to count, there must have been prior contact with a customer identifying them as a lead.

7) Number of new leads created by rep

This is a pretty straightforward report. If you’re worried about reps boosting their numbers with low-quality leads, you can identify specific qualifications for leads and base your report on those numbers.

8) Number of sales/closed deals

Quite straightforwardly, this KPI counts the number of sales performed on the day. This is particularly important for small retailers with many items with low-added value who need to close as many deals as possible to make a profit margin.

b) Retail Sales Reports You Should Track On A Daily Basis

The retail KPIs we will explain next are indispensable in the retail industry. Retailers must track these KPIs since they need to have a daily overview of their operations, costs, and expenses to be able to generate profit. Let’s take a closer look at each of them.

9) The total volume of daily sales

This is a clear-cut daily report that focuses on the number of sales achieved on a daily basis. It is quite important to track, especially in the retail industry, since daily volumes can indicate which days of the week perform best and how you can use this to your advantage.

The goal is to keep your daily sales volumes growing, but don't panic if they start to decrease - instead, investigate why and adjust your strategies.

10) Average transaction size

This is another retail KPI that is extremely useful to track since you can conclude a lot about customer behaviors by looking at the device or payment type.

This KPI certainly varies, depending on the retail store type. However, evaluating this KPI can tell you how to adjust your advertising and online shop to meet your customers’ needs.

11) Total orders and average units per customer

Order placement must be tracked daily since retailers need to monitor how many orders they receive each day to ensure profitable results. This will enable you to improve your retail analytics and evaluate which weekdays are busy the most to avoid out-of-stock situations.

The average number of units per customer evaluates how many items customers purchase (on average). This can set the tone of the purchase trends and give you enough data to evaluate your sales even more precisely.

4. Bonus: Quarterly Sales Reports Examples

A quarterly sales report is a tool used to record the performance of sales metrics in three months. One month is often not enough time to track strategies' success or discover trends and patterns that will lead to improvement opportunities. For this reason, businesses use quarterly sales report templates to track growth based on a target, a specific market, a geographical area, or any other relevant sales-related process.

After analyzing, monitoring, and evaluating the most prominent KPIs through a quarterly sales report, managers and sales representatives use the results to define the steps to improve in the next quarter. As bonus content for our examples section, we will present 5 quarterly sales reporting examples you can apply to your business.

1. Pipeline Value Forecast  

Our first quarterly sales report example is the pipeline value forecast. By analyzing your historical data to find trends and patterns, this powerful sales report aims to predict the sales value of your business as well as the performance of your sales representatives for the next three months.

The predictions consider not only the value of your sales pipeline but also your committed deals, which can also include old clients upgrading their contracts, as well as a worst- and best-case scenario for each value. By getting these predictions, you can quickly understand if you are on the way to meeting your sales targets or if you are facing some underperforming issues and implement strategies to fix them on time.

2. Sales Growth 

Arguably one of the most important quarterly sales reports to track, the sales growth aims to measure the amount of revenue by sales representatives in the last 12 weeks (or 3 months).

This is a relevant sales KPI to track as it allows you to drive several conclusions about your sales strategies. For instance, if each of your sales reps is working for a different target group or market, you can monitor which of them brings more revenue and focus your efforts on that target.

3. Customer Acquisition Cost (CAC)

Next in our examples for quarterly reports is the customer acquisition cost. As its name suggests, the CAC aims to track all costs incurred in signing up a new customer. These costs will defer depending on your business type and what resources you implement to acquire new customers, which can be from campaign implementation to staff salaries and other related costs.

In the report example above, we see the CAC tracked for a year. However, tracking it on a quarterly basis will allow you to fine-tune your strategies before bigger issues affect your entire revenue. It is recommended that customer acquisition costs should be recovered within less than one year of your customer's subscription. The goal should be to keep your CAC as low as possible while increasing your customer lifetime value.

4. Revenue & Profit per Product 

Product profitability is arguably the most important quarterly sales report any business offering products should use. When we talk about a profitable product, we mean that it gains more money than its production costs. If a business sells a very expensive product with a low-profit margin, then it may not be worth the effort.  

In the template above, we can see that the DSLR D520 18MP product has the lowest profit margin and the second-highest revenue. Meanwhile, the product FinePix 12.0 MP has a way lower revenue and the second-highest profit. These important insights can lead decision-makers to focus their efforts on more profitable products or tweak their strategies to improve the least profitable ones. 

5. NPS by Sales Representatives 

When it comes to sales, customer experience should be a top priority. How customers interact with salespersons or answer questions can significantly influence their final purchasing decision. With that in mind, our next quarterly report example is the net promoter score by sales rep tracking how satisfied your customers are with the service provided by your sales employees. 

What makes this sales report valuable is its visually appealing nature. Just by looking at the numbers with the red and green arrows, managers can easily understand if a rep is underperforming. Additionally, the trend lines for the past six months provide deeper insights into previous performance to extract conclusions and support employees who are struggling. 

In The End, What Should A Sales Report Include?

To sum up this long and rich article, here is a list of what you can find in a sales report:

• An overview of the sales operations and activity of the company
• Specific sales KPIs tracked and analyzed to assess said activity
• A determined time period over which the KPIs are analyzed
• Graphs and charts to visualize all the data collected
• An executive sales summary for top management

As we’ve said in other posts, it’s important not to overwhelm yourself with new business processes all at once. Instead, choose the KPIs you think will be the most useful for you and your team and implement those. Then, after a month or more of using those reports, you can add them to your reporting – or keep them where they are. For more reports, you can look at our previous article on sales graphs and charts and find more inspiration!

Knowing where to start with reports is the precondition to creating effective dashboards that will enhance your decision-making and bring your business forward. To see by yourself and start building your own reports, give a go to our 14-day free trial !

tools4dev Practical tools for international development

Monitoring visit report template

The purpose of a monitoring visit (sometimes called a supervision visit or a field visit) is to make sure that project activities are implemented the way they are described in the plan. It normally involves meeting with the people running the project, meeting with the participants, and observing the activities.

At the end of a monitoring visit, it is important to prepare a report that describes what you found. These reports will document any discrepancies between the plan and actual implementation, as well as improvements made by the project team.

This monitoring visit report template is appropriate when:

• You need to report the results of a monitoring visit, supervision visit, or field visit.

This monitoring visit report template is NOT appropriate when:

• Your organisation or donor already has a standard template for monitoring visit reports (in which case use their template).

Photo by  U.S. Mission Uganda

Tags Monitoring & Evaluation

About Piroska Bisits Bullen

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Sample Customer Visit Report Template

Download this Sample Customer Visit Report Template Design in Word, Google Docs, Apple Pages Format. Easily Editable, Printable, Downloadable.

Are you on the process of drafting a customer visit report to better understand the goals and objectives of customer interaction? If so, our premium and professional looking Customer Visit Report template will definitely benefit you. The customer is one of the most essential elements to operate your business successfully. Analyzing data regarding your customers can help you identify factors that can affect your business. Modify its suggestive content according to your specifications. Also, this professional looking template isn’t just limited to a computer; you can view and edit it on your tablet and phone as well. Get this Customer Visit Report template now!

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