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Get organized and effortlessly analyze sales and business performance with sales report templates
The work of sales leaders and managers are becoming incredibly complex. You have to
To effectively manage all of this with limited time, you need to make smart decisions that will sail your teams and the company in the right direction.
This is where sales report templates can help you.
Sales report templates are predefined layouts of sales reports that you can replicate and use as your own. By simply filling in the data required, sales report templates can generate a visual summary of your sales team’s and company's progress towards the sales goals. Sales reports provide actionable insights that can enable decision-making.
Sales report templates give you a visual representation of all the sales-related activities in your company and their subsequent outcomes.
Once you understand “what” has happened in the past and zero-in on the “why”, you will be able to identify the dos and don’ts in your sales process.
Here's how sales report templates benefit different tiers of a company -
Sales reports templates help sales managers get a quick performance overview of
Sales leaders can use sales reports templates to quickly generate reports that provide an insight into
With sales reports templates, salespeople can easily get an idea about
Wondering how you can create and use the sales reports templates to generate the insights you need? Read on as we show you how you can achieve it.
For startups and small businesses, we know how difficult it is to stay competitive while trying to cut down on expenses. Spreadsheets make a low-budget way to track deals in the pipeline and business performance.
As your business grows and a lot of deals start coming in, spreadsheets are an inefficient way to track and maintain data. It can quickly get cluttered with multiple deals and contacts, making it difficult to generate more meaningful reports.
And here is the main deal:
You need to fill in your sales data manually into the spreadsheet every time you want to generate a report.
Even if it is a sales report template, you still have to feed in the data, which will definitely eat up a good part of your time (that you could rather spend on your long list of responsibilities).
But with a powerful CRM system, the data is already available in the system, waiting to tell you all it can about the current sales happenings in your company.
Let’s dig in a little more.
Powerful CRM software with analytical capabilities comes loaded with free sales report templates that you can use to create visual sales reports in no time.
Some of the reports you can create using a CRM are
Trendline reports show the rise and fall of numbers over a particular period. This helps you identify trends over weekly, monthly and quarterly periods.
Trendline reports help you answer the above questions and more!
A CRM collates all of the sales activities performed by your sales team. It uses this information to build sales cycle and sales performance reports that answer your two important questions
Now, identify bottlenecks quicker and clear them by taking informed decisions.
With a CRM, you can pull out revenue metrics based on territory. Analytical CRMs provide sales report templates that pinpoint the territories that are meeting targets.
This helps you identify the key potential regions and star performers in your team.
Sales activities reports template can give you key sales metrics like
and much more!
Using the sales activities report, sales managers can get a holistic view of their sales team’s performance and make decisions about optimizing their sales process.
If you’re looking into a specific set of sales reports every day, then a sales reports dashboard in a CRM is perfect for you.
Sales reports dashboard is a collection of sales reports that appear on a single screen, so you don’t have to pull each of them separately. Now you can view more data and draw inferences faster without having to spend a lot of time collating them together.
Here are some other benefits of a sales dashboard -
A CRM such as Freshworks CRM even allows you to custom curate multiple sales dashboards for your different teams, functions, and leadership. You can also share these dashboards with your internal teams and decision-makers.
Create and automate your sales reports. You can also schedule them to be sent to your inbox at regular intervals.
AI-powered CRMs in the market analyze the interactions with your prospects and predict the outcome of the deals.
Verify the data and see how it is represented in the report. Then export it or share it with different teams from within the CRM.
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