Quarterly Sales Report Template

A sales report is probably regarded as the backbone of the company. It is proof of how a company is performing. Sales analysis reports show the results in the sales volume over a specific period of time. A quarterly sales report provides results related to the sales volume and its changing trends over a period of 3 months.

A quarterly sales report documents the sales figures related to 3 months. The purpose of making this report is to see the progress of the company. The report shows the result in the form of a pie chart which is easy to understand for everyone.

A quarterly sales report, in its most basic terms, shows if the sales of the company during a quarter are increasing or decreasing. Sales managers of the company may analyze the report during any part of the quarter to determine how their company is performing during a quarter and how well it will deliver in the future. It allows managers to chalk out a plan for improving their course of action according to the needs of the company.

About Template

The quarterly sales report template prepared using Microsoft Excel is a wonderful tool for business owners through which they can identify their opportunities and weaknesses in a most commendable way. It helps owners to closely monitor quarterly sales for gauging company performance over a period of three months. This shows how well customers are behaving towards the products or services offered by the company.

This great template for businesses helps you keep track of your customers and products through a detailed analysis of the quarterly sales of the company. It is very simple to use. You just need to put in the data and the template automatically updates info providing you with an organized sales report for the quarter.


Preview and details of the template

Quarterly Sales Report Template

File:Excel (.xls) 2007+ and iPad Size 40 Kb | Download

File: OpenOffice (.ods) Spreadsheet [Calc] Size 17 Kb | Download

License: ENERGY  (Personal use only)
(Distribution) by Kate Elizabeth(CEO)

Importance of quarterly sales report:

Over a period of time, you may want to check the progress of your company. In order to keep track of progress, sales reports are made. You can make daily, weekly, monthly, and quarterly sales reports depending upon the size of the business.

In many organizations daily, weekly, and monthly sales reports are made. The data from the monthly sales reports are integrated into the quarterly sales report.

Creating the sales report no doubt improves the performance of the sales team. When a sales report is prepared, the sales team can easily evaluate whether the actions that are taken to increase the sales are working or not.

It also enables the sales team to know whether it is doing the right things to increase things or not. If not, then what steps can be taken to increase sales.

When there is a need to bring change in the strategies and policies of the company in order to reach the goals, the sales report will definitely let the sales team know about it. The quarterly sales report template is also used by many salespersons to prepare the sales report quickly and professionally.

What are the benefits of a quarterly sales report?

A quarterly sales report is a comprehensive type of sales report since it covers the entire quarter. Following are the benefits:

  1. In order to get a review of the sales activities taking place in an organization, the quarterly sales reports are used.
  2. In order to determine the best decision to be taken for boosting the sales, sales report made over the sales figures of the quarter is very beneficial
  3. The quarterly sales report enables the sales team to get the bigger picture of the company’s sales and activities that are conducted for such sales.