Restaurant Monthly Sales Report Template
Use data from your weekly sales reports to create a monthly restaurant sales report. Keep track of sales performance over time to view total monthly and annual sales. The template breaks down restaurant sales into food and beverage categories and shows an itemized list of sales by transaction type (e.g., credit card or cash). Edit the spreadsheet to include additional sales categories or costs that you want to track.
End-of-Month Sales Report Template
This dashboard sales template provides a snapshot of important end-of-month key performance indicators (KPIs). View performance metrics for individual sales reps and your team as a whole, including outbound calls, meetings, client conversions, and new leads. Get a visual representation of the lead-to-opportunity ratio, opportunity-to-win ratio, and sales volume by channel, and see how your end-of-month revenue compares to previous months. Create a continuing monthly sales report by copying and pasting the dashboard template into new tabs for each month.
Monthly Retail Sales Summary Report Template
Use this template to get a summary report of your monthly retail sales displayed in tables and charts. The template includes three sections: The Sales Summary shows total sales, customer orders, and products sold for each month, with a graph that tracks sales changes from month to month. The Product Summary shows units sold and sale amounts for multiple products, and it includes a pie chart to compare product performance. Finally, the template also provides a comparison of current and previous month sales. For template variations, replace products with sales rep names or store locations.
Monthly Sales Activity Report Template
Record sales activity for a single month or create a continuous monthly report with this template. List the type of sales activity, completed or projected sales amounts, and associated costs, and the template will automatically calculate revenue for each item and display total amounts. Add or remove columns to create a custom sales report template for your business.
Monthly Sales Call Report Template
This report template provides a weekly breakdown of sales call metrics for a single month. Sales reps can use this template to track calls, compare performance against goals, and report this information to sales managers. (The template also includes space to list the salesperson name, month, and year at the top.) The template automatically calculates the percentage of target sales value achieved, calls completed, and sale amounts for a given month.
Simple Monthly Sales Report Template
Compare planned versus actual sales in this simple, printable sales report template. Use the preformatted tables to collect data on sales volume, revenue, margin, total orders, and average order value, and use the additional sections for more detailed reporting. Write a sales performance summary and expand on any strengths, weaknesses, opportunities, or threats (a SWOT analysis) that influence sales. Enter recommendations or additional notes at the end of the report.
Hotel Monthly Sales Report Template
View monthly hotel sales, including lodging revenue, number of rooms sold, average room rate, and occupancy percentage for each month. The template provides a list of monthly statistics, along with a visual chart that illustrates monthly room sales. Use this template as a monthly and annual sales report, and display data for each month and yearly totals.
Small Business Monthly Sales Forecast Report
Small businesses can estimate monthly sales over a 12-month period with this simple forecast report template. This template is designed for a single product, but can also be used to show a summary forecast of total sales. Enter your data into the non-shaded cells, including units sold and price per unit, and the template will automatically calculate total sales and percentage totals for each month, as well as display the annual projected sales total.
What Is a Monthly Sales Report Template?
A monthly sales report template allows sales managers and small business owners to track sales KPIs, set goals, and create sales plans. A monthly sales report provides a broader look at sales performance than a weekly or daily sales report.
Monthly sales report templates might focus on how individual sales reps or products are performing, or provide a summary report for a sales team or an entire business. Details might include sales quotas versus actual sales, deals closed, sales value and volume, new leads created, and other metrics.
Get the Most Out of Monthly Sales Reports with Smartsheet
Discover a better way to connect your people, processes, and tools with one simple, easy-to-use platform that empowers your team to get more done, faster. With Smartsheet, you can align your team on strategic initiatives, improve collaboration efforts, and automate repetitive processes, giving you the ability to make better business decisions and boost effectiveness as you scale. When you wear a lot of hats, you need a tool that empowers you to get more done in less time. Smartsheet helps you achieve that. Try free for 30 days, today.
Discover a better way to connect your people, processes, and tools with one simple, easy-to-use platform that empowers your team to get more done, faster.
With Smartsheet, you can align your team on strategic initiatives, improve collaboration efforts, and automate repetitive processes, giving you the ability to make better business decisions and boost effectiveness as you scale.
When you wear a lot of hats, you need a tool that empowers you to get more done in less time. Smartsheet helps you achieve that. Try free for 30 days, today.