Templates
Sales
Sales Metrics Report Template
๐Ÿ“

Sales Metrics Report Template

Run this checklist to collect data and create a sales metrics report.
1
Introduction:
2
Enter your basic information
3
Sales metrics analysis:
4
Identify your goals
5
Determine your sales metrics
6
Data tracking:
7
Gather organic data from the analytics tools
8
Record your standout results
9
Analyze the data:
10
Compare performance
11
Determine improvements
12
Final evaluation:
13
Identify action items to improve service delivery
14
Report generation:
15
View your sales metrics report
16
Approval: Approve sales metrics report
17
Export the report
18
Confirm date of next report
19
Sources:
20
Related checklists: