You can schedule this template to run a fresh checklist every month automatically - why worry about running it manually, after all?
A monthly sales report is an important part of assessing how a sales team is functioning and where it can improve. A good company should have a good product, but without a sales team to attract new clients this product will struggle to generate revenue.
A sales report allows a manager to avoid spending all their time micromanaging a team, and instead focus their efforts on areas of the business where they can achieve maximum value.
By generating a monthly sales report it is possible to track trends and work from data rather than individual instances or actions. This data-driven approach provides a more holistic view of the company's internal processes and provides an overview of each individual team member's actions.
This monthly sales report checklist will help you assess your available data, work out problems, create forecasts, and produce actionable steps for the following month.