Sample Daily Sales Report Template
This sales report template is appropriate for retail stores or other small businesses that need to track daily sales. The template includes one tab with sample data and a second blank tab. To use this template, edit the inventory list with your item names and numbers. Add product or service descriptions and prices for each item. On the daily sales report tab, use the drop-down menu in each cell of the Item No. column to select an item from your inventory list. Enter the quantity and tax rate for each item sold to determine the sales total.
Restaurant Daily Sales Report Template
Create an itemized sales report showing subtotals for morning and evening shifts at a restaurant, as well as daily totals. Tally sales from multiple registers to view sales performance in different sections of your restaurant. The template subtracts discounts and complimentary items from your gross sales to determine net earnings. It also factors in tax and gift certificates to show the total cash amount that needs to be accounted for. In addition to total sales, you get a breakdown of credit card, certificate, and cash settlements for the day.
Hotel Daily Sales Report Template
Track hotel sales and occupancy statistics with this daily sales report spreadsheet template. View daily sales totals and compare current sales with budgeted amounts for the month-to-date, year-to-date, and previous year’s sales. Keep track of sales from lodging, food and beverage outlets, spa treatments, catering, and other hospitality services. The template also shows sales per segment for transient and group travelers. Edit the segment categories to reflect the type of travelers your hotel serves. In the statistics section, enter the number of rooms occupied, rooms available, total guests, and other data you want to monitor.
Salon Daily Sales Report Template
This simple sales report compares daily salon transactions with your sales goals. Set monthly goals for customer count, service sales, and retail sales. Divide those amounts by the number of days your salon is open in a month to figure out your daily goals. For each weekday, enter the number of customers you served, total sales, and the variance between those numbers and your goals. Get a daily, weekly, and monthly view of salon performance with a Microsoft Excel spreadsheet format or a printable Adobe PDF file.
Daily Sales Call Report Template
Use this spreadsheet template to keep track of customer calls and compare your daily sales activity to your goals. The first tab in this template lists the sale amount, salesperson name, contact information, and follow-up actions for each customer call. The second tab compares actual versus target numbers for calls made, sales completed, and sales value for each day. Enter the dates that you want to track, and compile your data to create a detailed report over any time period.
Find more templates for sales planning, tracking, and customer relationship management in this roundup of free sales plan templates for Microsoft Excel and Word.
Daily Sales Report for Sales Executive
This template provides a summary of daily calls made by an individual sales executive. For each call, list the date, time, customer, call type, contact details, and sales information. The template includes product details such as quantity sold, unit prices, and total sales amounts for each call. Enter your product descriptions in the separate tab provided, then use the drop-down menu in each product cell on the main sales report sheet to select the items sold.
Example Daily Sales Forecast Template
Forecast your daily sales for a single product over the course of five weeks with this example daily sales forecast template. Use sales data from a previous time period to estimate total daily, weekly, and monthly sales. Enter the start date for each week, unit prices, and units sold. The template calculates totals and provides space for notes on discounts or other price changes. The first tab in this template includes example sales report data, while the second tab is blank.
For more sales projection tools, see this collection of free sales forecasting templates.
Daily Sales Dashboard Report
Create a daily sales report with a dashboard format to get a visual snapshot of your sales KPIs. Enter your daily sales data for one month, including revenue, number of customers, and average order value. Your daily performance is represented in a vertical bar chart, with monthly percentages represented in the Current Average section. The template includes a sample dashboard with example sales data and a blank version that is ready to use. Copy and paste the template into multiple tabs for tracking daily sales in an ongoing monthly report.
What Is a Daily Sales Report?
A daily sales report is a record of a business' sales activity for any one day. It includes statistics on the amount of products sold, revenue generated, applicable discounts given, and other relevant factors.
What Is a Daily Sales Report Template?
A daily sales report template is a tool for monitoring sales data for a salesperson, sales department, or small business. The report may show data for one day or month, allowing you to track daily, monthly, and annual sales performance.
Learn more about sales management, and download related templates, in this expert guide to the sales management process.
Use Smartsheet to Manage Your Sales Reports with Ease
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.