Sales Report Template

This sales report template has 14 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our sales report template:

[Year] Sales Report Your business slogan here. Address City Postal Code Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality and Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Contents Statement of Confidentiality 2 and Non-Disclosure 2 1. Overview 4 1.1 Where We Are 4 1.2 Targets 4 1.3 Sales Overview 4 1.4 Financial Overview 4 1.5 Functional Overview 4 2. Sales Summary 5 3. Financial Summary 6 4. Revenue 8 5. Profit 9 6. Cost 10 6.1 Monthly Breakdown 10 6.2 Yearly Breakdown 10 7. Sales Growth 12 7.1 Quarterly Sales Growth 12 7.1 Sales Growth Strategies 13 8. Summary 15 1. Overview 1.1 Where We Are Provide an overview of the company's current position. Share any issues and goals and key strategies to reach these goals. 1.2 Targets Describe your company targets and explain if your target goals were met and how they were met. 1.3 Sales Overview Provide an overview of the company's current sales position. 1.4 Financial Overview Provide an overview of the company's current financial position and the financial journey to this point. 1.5 Functional Overview Provide an overview of the company's current business functions and their state. Common functions include operations, marketing, human resources, information technology, customer service, finance, and warehousing. 2. Sales Summary Use this section to briefly present your sales data, highlighting important points and milestones. 3. Financial Summary Provide a summary of the company's financial data. Ensure you highlight the important points and expatiate growth rates. 4. Revenue Provide a detailed breakdown of the company's sales revenue. PRODUCT NAME PRICE UNITS SOLD TOTAL REVENUE [PRODUCT #1] $X Y $X x Y [PRODUCT #2] [PRODUCT #3] [PRODUCT #4] N.B: Sales Revenue = Number of Units Sold by Firm x Average Selling Price It's imperative to note that revenue doesn't always mean the cash received. A portion of the company sales can be paid in cash, while the other may be paid on credit. In the company's income statement, sales revenue can be listed as net revenue or gross revenue amount. The net revenue includes the total number of deductions for return of goods and other expenses. Importance of Sales Revenue Measure of profitability: Sales revenue will help your company in measuring the profitability of major business activities. Decide where to invest: Breaking out sales revenue by product category makes it easy for the company to determine product performance. From the sales revenue, the company can successfully adjust its strategy to improve production. Determines eligibility for loans or contracts: Certain loans and opportunities to compete for government contracts are available to businesses under a specific revenue threshold. Determines valuation: Revenue is a significant factor in calculation of valuations because it shows growth or market share increment. 5. Profit How much profit does the company make from its products and services? Provide a detailed breakdown of the company profit. Here's a detailed breakdown of [COMPANY NAME]'s profit: PRODUCT NAME SALES PRICE COST PROFIT PROFIT MARGIN [PRODUCT #1] $X $Y $X - Y [PRODUCT #2] [PRODUCT #3] [PRODUCT #4] N.B: Profit = Total Sales - Total Expenses Profit (Per Sales) = Selling Price - Cost Price It's imperative to note the difference between gross profit and operating profit. Gross profit defines revenue minus cost of goods sold. These costs are direct costs that can be attributed to the production of goods the company sells. They include the cost of materials utilized in creating company products, including direct labor cost for production.