Sales Performance Evaluation Template is a ready-to-use excel template that helps you evaluate the sales activity of your sales team. You can evaluate on a monthly, quarterly, half-yearly and yearly. Insert the sales figures for each sales executive and give a rating from 1-10 for each attribute.

The sales report template is available as an excel file and as a Google Sheet. Regardless of which format you use, the value of the insights are exactly the same. Both versions include two important tabs: Activity Metrics and Pipeline. Do I need to know Microsoft Excel to use this sales report template? No.:

Here are four sales reporting templates I recommend. 1. Forecasted vs. Actual Sales Report Template A forecasted versus actual sales report can help your salespeople compare their progress against monthly and quarterly goals. These reports provide a quick way to analyze sales numbers and make adjustments as necessary.

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.