Templates
Sales
Monthly Sales Report

Monthly Sales Report

Use this monthly sales report checklist to assess your sales team's performance over the month.
1
Introduction:
2
Preparation:
3
Record basic details of the report
4
Performance metrics:
5
Review number of calls
6
Review number of meetings
7
Review number of deals
8
Calculate performance ratios
9
Assess total revenue generated
10
Analyzing the metrics:
11
Inspect pipeline to identify sales obstacles
12
Assess the impact of competition
13
Determine areas of opportunity
14
Create forecasts
15
Record individual performances
16
Create 3 action items
17
Report:
18
Prepare report
19
Approval: Monthly sales report
20
Send your report to a colleague
21
Sources:
22
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