Example: An online store wants to analyze its sales performance related to the leads generated.
Problem: The store gets around 1,000 leads each month, but only 5% of those leads are converted into actual sales. The store wants to increase the conversion rate to 8% over the next six months.
Evidence: Analyzing the number of conversions metric during the stipulated time.
Quick solution: invest in lead nurturing to maintain a good conversion rate, meaning they complete the purchase journey.
Metric: retention amount vs. sales
Example: a telephone company.
Problem: They are achieving a 70% retention rate among customers, they want to increase it to 80% by next year.
Evidence: The company’s annual report and analysis of the mint database retention metric provided the results to be improved.
Express solution: implement the customer retention strategy through the following actions: simplify the customer service flow, adopt an omnichannel approach and create a loyalty program.
Note: There may be informal or formal reports, but the interesting thing is that you give it the style, your own brand or tone.
In conclusion, the elements that the report must have are:
Highlights (process summary)
Breakdown of the product, campaign or action to be evaluated
Options for improvements
Proposal, ideas of what will be done in the following period
Sales Report Example in Excel
With this simple, example-based sales report in Excel, you can view including keywords that potential buyers can the most important data during the second quarter of a company’s year or from month to month.
Here are some elements you can include in each column of the document
These types of reports in Excel provide you with a quick and clear view of sales performance over a period of time.
There are templates that can save you work so you don’t have to alb directory start from scratch, as they are designed so you can record daily, monthly or quarterly.
Likewise, it automatically generates the report with different periodicity.
template-management-opportunities-sales-blog-rd-station
You may want to read: Digital Marketing Report Examples: Improve Your Deliveries with Concrete Data.