Sales Metrics Report Template

Use this checklist on a monthly basis to create your sales metrics report. 

Navigating the seas of sales metrics can often be confusing. With so many metrics to choose from, it is easy to feel overwhelmed. This Sales Metrics Report Template will help you keep track of and analyze the data.

Before you get stuck in, here is a little bit about us:

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You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Let’s get started 

This is the start of your Sales Metrics Report Template.

Enter your basic information in the form fields below. 

Use the “Members” field below to assign this report for approval on completion.

Think about what you want to achieve with your sales metrics: Which data will be of the most use?

If you are unsure of where to start then take a look at your business plan ammd marketing strategy. Check in with your core values, mission, vision, and future plans. Draw on this information when constructing your goals/ what you wish to achieve by monitoring sales metrics.  

Ensure that your goals/objectives are as specific as possible, this makes them easy to measure and attain via sales metrics. 

Refine your ideas into three specific targeted goals. 

Here are some examples of goals:

• Focus on building awareness of your brand or business.
• Increased engagement with your audience.
• Increase amount of prospects that finalize a purchase on first visit to your site
• See the life line of your customers 

When you are ready, write down your goals in the form fields below.

Which sales metrics will you be using to achieve your goals? 

Use the form fields below to identify your chosen sales metric and the goal that it works towards.

Goals:

{{form.Goal_#1}}

{{form.Goal_#2}}

{{form.Goal_#3}}

Check out this blog post if you need some help determining which metrics your plan to use: 11 Game-Changing Sales Metrics & How/When to Use Them

Pro Tip: Remember you can edit this task to add/take away a metric and go depending on your individual preferences. 

Track progress, see what content is working and bringing in traffic and what isn’t. 

You will need to wait one month after setting up your sales metrics platforms before progressing to this next section. There is a due date set-up that will let you know when it is time to complete the report. However, feel free to have a look through each of the tasks to get an idea of what to monitor throughout the coming month. 

Use this section to guide you in gathering and analyzing you sales metrics.

Analyzing the raw data of each metric helps you determine wh are working.

Gather organic data.

Download the excel sheet and use it as a template and or the subtasks to create your own document to record all data.

Use this section to record any stand out results.

Highlighting the standout results is great for comparing data between different months. It is also very useful when choosing future content, setting goals, and optimizing your social media strategy. 

The information you record in this section will be used to analyze progress of your social media channels. Keep your goals, missions, and overall vision in mind when filling out the next tasks. 

You will use the data inputted into this section to compare it to assess the overall progress of your social media. 

Analyze the data 

Compare the data you have gathered with your goals.

Goals

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{{form.Goal_#2}}

{{form.Goal_#3}}

Performance data

{{form.Which_metrics_show_positive_results?}}

{{form.Which_metrics_identify_areas_of_concern?}}

{{form.Summarize_overall_achievements}}

{{form.List_standout_comments}}

{{form.Identify_tactics_that_are_working_well}}

Establish four ideas for improvement.

Based on the data you have gathered from the sales metrics: How will you optimize the performance and growth of your business?

You have identified a number of opportunities to improve your business based on the sales metric’s data.

Transform these opportunities built of your key takeaways and ideas for improvement into clear action items.

Note the action items below

Sales Metric’s Report

Save your sales metrics report.

This is the end of the Sales Metrics Template Checklist. The data you inputted for each step along with any notes made have been compiled into a final report which you can view below.

You are presented with the option to create an automation process that will export your report from this checklist as a google document or PDF. The following task contains instructions on how to create this automation using Zapier.

Basic Information

{{current_date.full}}

{{form.Business_or_brand_name}}

{{form.Your_name}}

{{form.Your_email}}

Goals

{{form.Goal_#1}}

{{form.Goal_#2}}

{{form.Goal_#3}}

Metrics 

{{form.Metric_#1}}{{form.Metric_#1:_Goal}}

{{form.Metric_#2}}{{form.Metric_#2:_Goal}}

{{form.Metric_#3}}{{form.Metric_#3:_Goal}}

{{form.Metric_#4}}{{form.Metric_#4:_Goal}}

{{form.Metric_#5}}{{form.Metric_#5:_Goal}}

{{form.Metric_#6}}{{form.Metric_#6:_Goal}}

{{form.Metric_#7}}{{form.Metric_#7:_Goal}}

Performance data

{{form.Which_metrics_show_positive_results?}}

{{form.Which_metrics_identify_areas_of_concern?}}

{{form.Summarize_overall_achievements}}

{{form.List_standout_comments}}

{{form.Identify_tactics_that_are_working_well}}

Note key takeaways

{{form.Data_collection:_note_key_takeaways}}

{{form.How_do_the_goals_compare_to_the_performance_data?}}

Improvements 

{{form.Improvement_#1}}

{{form.Improvement_#2}}

{{form.Improvement_#3}}

{{form.Improvement_#4}}

Action items

{{form.Action_items}}

If you’ve connected with Zapier then complete this task to export the report.

Export your report using Zapier. 

You can send your audit report from Process Street to Google Documents using the application Zapier.

For instructions on how to create this automation using Zapier visit our hub page.

Once you have created the Zap, whenever you run this checklist an external report will be generated automatically with one click.

Create a free account with Zapier here.

Finally, confirm when you wish to run the next sales metrics report.

We recommend conducting a report once a month and have a due date for one month from now built into this checklist. This means that you will be reminded in a month’s time to run the Sales Metrics Report Template.

Sources

• Process Street – How to Radically Improve Your Sales With a Sales Process Template

• Process Street – How to Use Sales Engagement to Improve Outreach & Sell More

• Process Street – Sales Processes: 20 Checklists to Increase Sales in Your Business and Perfect Your Sales Process

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