I am super excited to hand over this Daily Sales Report Template to you.
This is the only template my boss need end of the day to get a quick insight into the sales.
And, I pretty sure this daily sales report template will make your boss smile, even the sales are going down.
You know the best part, this is a One Page Template.
So let me introduce you to this amazing daily sales report template.
- Track Day Wise Sales Against Monthly Target.
- Total Target Vs. Actual Achievement [Percentage]
- Key Points
- Sales Achieved
- Per Day Average to Meet Target
- Days Left In Month
- Special Remarks Section
So read ahead to get a detailed view of these features.
Day Wise Sales Against Monthly Target
To track day wise performance, we have a chart. In this chart, you can get day wise performance against the target.
To compare daily sales with the target, we have a target line in this chart.
When you input your monthly target, this template will convert it into a daily average.
And, that target will be a benchmark for your daily performance.
A small message box at the top will remind you about the daily average you need throughout the month.
Total Target Vs. Actual Achievement [Percentage]
Next to our daily sales chart there is a thermometer chart to show the total percentage achieved.
This simple chart will help you to track what you have achieved month till date.
We also have a specific section to track some important key points.
These 3 key pointers will alert you about your current situation.
The first box in the section will give a quick snapshot of sales you have done against the total target.
Per Day Average to Meet Target
Next box will alert you about the per day average you have to manage for rest of the days in the month.
This figure will change every day based on your performance till date in the month.
If your day wise sale is are less than expected per day target, this figure will increase or vise verse.
Days Left in the Month
This box will show you the days left in the month which is a driving factor for your performance.
The calculation of these days is dynamic.
Special Remarks Section
We also have a special notes and remarks box. You can use this section to add some special notes.
I use this section to get remarks from my sales team before submitting this report to my boss.
This daily sales report template will give your boss a quick impression about the daily sales.
It’s a fact that anyone can understand this template in seconds but the thing is it’s super easy to prepare.
As I told you that it’s super easy to prepare this template, all you have to do is just input your following data.
Current Month: Before you start tracking your daily sales make sure to select the current month.
Selecting current month is important because this will define the total number of days.
Let’s say you have selected “Sep” then the total days of the month will be 30, and if you select “Oct” then it will be “31”.
For this, all you have to do, just use this drop down to select the current month.
Monthly Target: Once you select your current month the next thing to input is your monthly target.
There is a direct connection between your monthly target and total days of the month.
As soon as you enter your monthly target it will calculate the per day average we need to meet the total target.
If you have a monthly target of $50000 and month days are 31, then the per day average will be $1613 per day.
So, just enter your monthly target in cell A34.
You know the best out best part of this daily sales report template is, you need no efforts to input data.
Daily Sales: Now, here is the main thing you have to enter “Day Wise Sale”.
In the table below, you can enter your sales on daily basis. And, once you do that it will update the calculation in the entire template.
This is the only thing you have to do every day. As rest of the two are one-time input.
Important Note: If you have selected a month which has 30 days, then you have to enter the sales for only 30 days.
And, for 31 days, input sales for 31 days.
This daily sales report template is fully dynamic. There is no need from your end to make any change.
But, if you still want to customize it just follow me.
Secret About Customization
Before you customize this template make sure to unlock the worksheet.
And, here I have some important points for you If you want to customize this daily sales report template.
Change Currency Format: I have used the dollar as the currency format in this template. But if you want to change that format, just make this little tweak.
- Go to cell A40, where I have pasted the $ format.
- Just change the dollar format with your desired one.
Make sure to maintain the cell format for cell A40 as text.
Change Keynote Messages: To change some keynote messages just tweak in AG26:AG37 for that.
This cells range contains the entire messages used in this template.
I hide the messages by changing the font color to white, make sure to make it visible.
I hope it will help you to give a customized look to it.
In the end, I just want to tell you that this template is a lite weight template & you can print it out in just one page.
As I told you, I use this daily sales report template every day because it’s quick to prepare.
Please download this template file from here.
Over To You
Now, the ball is in your court.
Just go to your boss with this daily sales report template. And, tell me what he said.
I bet your boss will love this.
And, please don’t forget to share your views in the comment box.