Install Yesware Today!

Welcome to the (free) Sales Report Example. You are encourage to copy and paste as much of this as you would like. Keep in mind this is a sample report. Sales Reports are in no way one size fits all. But this should give you a good basis to build your report.

If you are not already using Yesware, check it out and let us know what you think. Yesware is a extension for Gmail that helps you manage prospects by telling you when they have opened your emails, and allowing you to store and easily use templates.

Install Yesware Today!

http://www.yesware.com/?utm_source=GoogleDoc&utm_medium=QtrSalesReport&utm_campaign=QTRSalesReport

Install Yesware Today!

Welcome to the (free) Sales Report Example. You are encourage to copy and paste as much of this as you would like. Keep in mind this is a sample report. Sales Reports are in no way one size fits all. But this should give you a good basis to build your report.

If you are not already using Yesware, check it out and let us know what you think. Yesware is a extension for Gmail that helps you manage prospects by telling you when they have opened your emails, and allowing you to store and easily use templates.

Metric Week 1 Week 2

Projected DealsDeals ClosedRevenue

New LeadsQualified LeadsEmails SentRFPs Sent

JamesLillyEmily

RFPs Sent / LeadDeals / Lead

$100-$200$201-$300$301-$400$401-$500

Data as of 1/2/2013

Top Reps by Revenue

Lead Contacted / Lead

Add graphs from other Sheets below here

Metric 3rd Quarter

Projected DealsDeals ClosedRevenue

New LeadsQualified LeadsEmails SentRFPs Sent

Top Reps by RevenueJamesLillyEmily

Lead Contacted / LeadRFPs Sent / LeadDeals / Lead

$100-$200$201-$300$301-$400$401-$500

4th Quarter

History

Core MetricsWeek Number Week 1 Week 2 Week 3 Week 4

Week 1/1/2012 1/8/2012 1/15/2012 1/22/2012LeadsQualified LeadsLeads ContactedTouchesRFPs SentDeals ClosedRevenue

Communication StatsWeek Number Week 1 Week 2 Week 3 Week 4

Cold CallsEmails SentEmail OpensEmails Replied toDemos Given

Conversions on LeadsWeek Number Week 1 Week 2 Week 3 Week 4

Lead Contacted / LeadRFPs Sent / LeadDeals / LeadRFPs Sent / DemoRevenue / Deals Closed

Deals per Deal SizeWeek Number Week 1 Week 2 Week 3 Week 4

$100-$200$201-$300$301-$400$401-$500

Week 5 Week 6 Week 7 Week 8 Week 9

1/29/2012 2/5/2012 2/12/2012 2/19/2012 2/26/2012

Week 5 Week 6 Week 7 Week 8 Week 9

Week 5 Week 6 Week 7 Week 8 Week 9

Week 5 Week 6 Week 7 Week 8 Week 9

Week 10 Week 11 Week 12 Week 13 Week 14

3/4/2012 3/11/2012 3/18/2012 3/25/2012 4/1/2012

Week 10 Week 11 Week 12 Week 13 Week 14

Week 10 Week 11 Week 12 Week 13 Week 14

Week 10 Week 11 Week 12 Week 13 Week 14

Week 15 Week 16 Week 17 Week 18 Week 19

4/8/2012 4/15/2012 4/22/2012 4/29/2012 5/6/2012

Week 15 Week 16 Week 17 Week 18 Week 19

Week 15 Week 16 Week 17 Week 18 Week 19

Week 15 Week 16 Week 17 Week 18 Week 19

Business Metrics

Metric Q1 Q2 Q3Marketing SpendLeadsQualified LeadsLeads ContactedRFPs SentDeals ClosedRevenue

Lead Contacted / LeadRFPs Sent / LeadDeals / LeadRFPs Sent / Demo

Cost per LeadCACChurnLTV

$100-$200$201-$300$301-$400$401-$500

Revenue / Deals Closed

Q4

Time-to-Close

Overview1 Day 1 Week 2 Weeks 3 Weeks

Leads ContactedTouchesEmail RepliesRFPs SentDeals ClosedRevenue

$100-$2001 Day 1 Week 2 Weeks 3 Weeks

Leads ContactedTouchesEmail RepliesRFPs SentDeals ClosedRevenue

$201-$3001 Day 1 Week 2 Weeks 3 Weeks

Leads ContactedTouchesEmail RepliesRFPs SentDeals ClosedRevenue

$301-$4001 Day 1 Week 2 Weeks 3 Weeks

Leads ContactedTouchesEmail RepliesRFPs SentDeals ClosedRevenue

$401-$5001 Day 1 Week 2 Weeks 3 Weeks

Leads ContactedTouchesEmail Replies

RFPs SentDeals ClosedRevenue

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

Touches by Rep

Sales Rep Metrics January February March

James

TouchesDealsConversionRevenue

Lilly

TouchesDealsConversionRevenue

Emily

TouchesDealsConversionRevenue

John

TouchesDealsConversionRevenue

Zack

TouchesDealsConversionRevenue

Sarah

TouchesDealsConversionRevenue

April June July

Largest Deals

Company Name Deal Size12345678910

Seats Sold Touches Time-to-Close

Sales Rep

Largest Renewals

Company Name Deal Size12345678910

Seats Sold Touches Time-to-Close

Sales Rep

Largest Deals Lost

Company Name Deal Size

12345678910

Seats Sold Touches Time-to-Close

Sales Rep