{"id":8737,"date":"2016-10-26T16:50:34","date_gmt":"2016-10-26T16:50:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/monthly-sales-report\/"},"modified":"2024-02-28T20:50:52","modified_gmt":"2024-02-28T20:50:52","slug":"monthly-sales-report","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/monthly-sales-report\/","title":{"rendered":"Monthly Sales Report"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ilPqvkge4EMzIuWvNotFDw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ilPqvkge4EMzIuWvNotFDw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A monthly sales report is an<strong> important part of assessing how a sales team is functioning and where it can improve.<\/strong> A good company will have a good product, but without a sales team to attract new clients this product will struggle to generate revenue.&nbsp;<\/p>\n<p>A sales report allows a manager to <strong>avoid spending all their time micromanaging<\/strong> a team, and instead focus their efforts on areas of the business where they can achieve maximum value.<\/p>\n<p>By generating a monthly sales report it is possible to <strong>track trends and work from data rather than individual instances or actions.<\/strong> 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.&nbsp;<\/p>\n<p class=\"style-info\">You can <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">schedule this template<\/a> to <strong>run a fresh checklist every month automatically<\/strong> - why worry about running it manually, after all?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"preparation\">\n<h2>Preparation:<\/h2>\n<\/section>\n<section id=\"record-basic-details-of-the-report\">\n<h2>Record basic details of the report<\/h2>\n<div class=\"text-content\">\n<p><strong>Record the details<\/strong> of the monthly sales report in the form fields provided below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sales report date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Previous month's report <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sales manager - First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sales manager - Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Members of the sales team <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Report ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"performance-metrics\">\n<h2>Performance metrics:<\/h2>\n<\/section>\n<section id=\"review-number-of-calls\">\n<h2>Review number of calls<\/h2>\n<div class=\"text-content\">\n<p>Your sales team may be using a CRM to record their activity. We can <strong>use the data gathered in the CRM to provide us with an overview<\/strong> of each activity and its effectiveness.&nbsp;<\/p>\n<p><strong>Use the form fields below<\/strong> to record the key findings in your data:<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Total number of calls made <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Average number of calls made per week <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Average call length <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes regarding your analysis <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you're not using a CRM you could try <a href=\"https:\/\/www.salesforce.com\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a>, <a href=\"https:\/\/www.hubspot.com\/products\/crm\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot<\/a>, or <a href=\"https:\/\/close.io\/\" rel=\"nofollow noopener\" target=\"_blank\">Close.io<\/a>.<\/p>\n<p><a href=\"https:\/\/www.process.st\/the-best-crm-for-small-businesses-cloud-saas\/\" rel=\"nofollow noopener\" target=\"_blank\">This article<\/a>&nbsp;details a number of other options available on the market and how to choose based on your business needs. A further breakdown can be found <a href=\"http:\/\/www.businessnewsdaily.com\/7838-choosing-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p>Many CRMs provide the ability to make calls directly from within the platform. This provides you with an array of data which you can analyze.&nbsp;<\/p>\n<p class=\"style-warning\"><strong>Reviewing the number of calls made gives an overview of how active your sales team have been<\/strong>. However, this alone will give a superficial understanding of the activities. When your sales team make calls they should register what the <strong>purpose and result<\/strong> of the call was. This will allow you to investigate the calling activity in more depth.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">If you feel you need to review stages of the sales process you can see our <a href=\"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Sales Prospecting Checklist<\/a> or our <a href=\"https:\/\/www.process.st\/templates\/cold-calling-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-number-of-meetings\">\n<h2>Review number of meetings<\/h2>\n<div class=\"text-content\">\n<p>Your sales team should have recorded their meetings within the CRM. Usually, there are fewer meetings than overall calls so you may find time to review the notes from each meeting as well.&nbsp;<\/p>\n<p><strong>Record the details in the form fields below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Total number of meetings scheduled <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Number of meetings which lead to the next sales stage <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>These meetings provide an insight into how your sales team is engaging with qualified leads<\/strong>. Are they explaining your products or services well enough? Are they having successful meetings at a higher rate than expected?&nbsp;<\/p>\n<p>Both positive and negative discoveries can shed light on the processes of the company. If the vast majority of prospects who have a product demo continue down the sales funnel then this displays strong signs of product\/market fit. However, if this is coupled with poor conversions through cold calling then you know either the quality of the leads is poor or the product is not being correctly explained.&nbsp;<\/p>\n<p class=\"style-warning\">Reviewing the meetings also allows you to <strong>read the feedback provided by potential clients<\/strong>, broadening your knowledge of how customers are responding.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-number-of-deals\">\n<h2>Review number of deals<\/h2>\n<div class=\"text-content\">\n<p>Your company thrives on deals. This is the benchmark to show whether your salespeople are successful in carrying out the duties you have given them. It shows they are able to generate leads, explain the product, and close a sale.&nbsp;<\/p>\n<p><strong>Record the number of deals achieved<\/strong> below along with any notes about the nature of those deals.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Number of closed won deals <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the closed won deals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"calculate-performance-ratios\">\n<h2>Calculate performance ratios<\/h2>\n<div class=\"text-content\">\n<p>Ratios are an <strong>excellent source of insight<\/strong> for understanding how effective sales efforts have been during the period.&nbsp;<\/p>\n<p>Below are <strong>4 key ratios that should be included<\/strong> in the report.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Call-to-meeting ratio\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lead-to-opportunity ratio\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Opportunity-to-win ratio\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lead conversion ratio\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jpjvS7nQcPhsmz8PFa1Pvw.png\" alt=\"Source: datapine\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jpjvS7nQcPhsmz8PFa1Pvw.png\"> <\/a><figcaption>\n     Source: datapine<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-total-revenue-generated\">\n<h2>Assess total revenue generated<\/h2>\n<div class=\"text-content\">\n<p>The revenue generated is the lifeblood of the business. A high revenue is almost always preferred. However, depending on the nature of your business and how easy it is to scale your service or product, there may be instances where you can oversell. A good problem to have!<\/p>\n<p>Document&nbsp;<strong>the total revenue generated along with the forecast&nbsp;<\/strong>of the previous month using the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Forecasted revenue <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Actual revenue <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"analyzing-the-metrics\">\n<h2>Analyzing the metrics:<\/h2>\n<\/section>\n<section id=\"inspect-pipeline-to-identify-sales-obstacles\">\n<h2>Inspect pipeline to identify sales obstacles<\/h2>\n<div class=\"text-content\">\n<p>This is your opportunity to analyze the metrics we have gathered in the previous steps.<\/p>\n<p><strong>Record the relevant data<\/strong> in the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Current pipeline <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What obstacles are the sales team currently facing? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-the-impact-of-competition\">\n<h2>Assess the impact of competition<\/h2>\n<div class=\"text-content\">\n<p>Conducting a competitive analysis on a monthly basis can be a difficult task.&nbsp;<\/p>\n<p>The information you have may not have changed too much from the previous month. Nonetheless, <strong>there are a few areas you can check:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you identified your direct and indirect competitors?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Do you know how potential customers rate you in comparison to other services?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Do you have reports from competitors which can help you analyze their market position?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Will your strategies help you improve your position against them?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Do you have a process in place to keep competitor information up-to-date?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">For an in-depth analysis on how to conduct competitor research, <a href=\"http:\/\/edwardlowe.org\/how-to-conduct-and-prepare-a-competitive-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\">read this article from the Edward Lowe Foundation<\/a>.<\/p>\n<p><strong>Use the form field below to record notes<\/strong> on your competitors and any new information gathered that could have impacted the performance of your sales team, such as <strong>new product releases, investments and leadership changes.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on competitors potential impact on sales performance <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-areas-of-opportunity\">\n<h2>Determine areas of opportunity<\/h2>\n<div class=\"text-content\">\n<p>Detail <strong>a few areas of opportunity<\/strong>&nbsp;which could help advance your team forward and improve your pipeline.&nbsp;<\/p>\n<p>Use the form fields to<strong> document at least one area of opportunity.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First area of opportunity <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Second area of opportunity <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Third area of opportunity <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">You can discuss these scenarios in an upcoming strategic meeting.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-forecasts\">\n<h2>Create forecasts<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m76IwH6XBfMOY9mNxkpFFg.jpg\" alt=\"Create forecasts\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m76IwH6XBfMOY9mNxkpFFg.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Creating forecasts is about setting targets. The more you know your business the more consistent and accurate these forecasts will be. The purpose of forecasting is not to make accurate predictions but <a href=\"http:\/\/articles.bplans.com\/how-to-forecast-sales\/\" rel=\"nofollow noopener\" target=\"_blank\">to make reasonable and actionable plans<\/a>.<\/p>\n<p>You can break your forecast down <strong>by product type or by channel<\/strong>, depending on the nature of your business.&nbsp;<\/p>\n<p>Tim Berry recommends forecasting <a href=\"http:\/\/articles.bplans.com\/how-to-forecast-sales\/\" rel=\"nofollow noopener\" target=\"_blank\">by month for 12 months<\/a> and then making annual approximations for any further time you want to forecast. You can break your forecasts down into manageable chunks. In the context of this monthly sales report you may wish to break it down by pipeline stage.<\/p>\n<ul>\n<li>How many leads do we generate?<\/li>\n<li>How many cold calls lead to demos?<\/li>\n<li>How many demos lead to further meetings?<\/li>\n<li>How many further meetings lead to sales?<\/li>\n<\/ul>\n<p>You can then work by both volume and ratios to calculate an expected number of sales per month. Times this by the average value of a sale and your result is an approximated forecast.&nbsp;<\/p>\n<p class=\"style-info\">For more information about sales forecasting, you can read <a href=\"http:\/\/www.forbes.com\/sites\/scottedinger\/2013\/06\/03\/four-principles-for-great-sales-forecasts\/#13d295637d8f\" rel=\"nofollow noopener\" target=\"_blank\">this Forbes article on the topic<\/a>.<\/p>\n<p>Also check out our <a href=\"https:\/\/www.process.st\/templates\/sales-forecasting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Forecasting Checklist<\/a>, designed for Account Executives to forecast individual sales based on the opportunity stage model.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Forecast overview for the coming month <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your full forecast here <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-individual-performances\">\n<h2>Record individual performances<\/h2>\n<div class=\"text-content\">\n<p>When you meet with the team to discuss the monthly sales report and assess performance as well as present targets, you want to be able to discuss <strong>individual attainment.&nbsp;<\/strong><\/p>\n<p>For each of your employees, leave some short notes discussing what you have learned from your analysis of the available data. You can discuss this with them individually in more depth to identify and solve any problems that may arise.&nbsp;<\/p>\n<p>Take this opportunity to also <strong>give praise alongside constructive criticism<\/strong>. Keep your sales team's morale high!<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on individual employee performance <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-3-action-items\">\n<h2>Create 3 action items<\/h2>\n<div class=\"text-content\">\n<p>To finish the report, create <strong>a minimum of 3 actionable items<\/strong> which you can move forward with either immediately or in the coming month. This will give your monthly sales report <strong>direct impact<\/strong>.&nbsp;<\/p>\n<p><strong>Record the action items<\/strong> in the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Action item 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Action item 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Action item 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"report\">\n<h2>Report:<\/h2>\n<\/section>\n<section id=\"prepare-report\">\n<h2>Prepare report<\/h2>\n<div class=\"text-content\">\n<p>Notify your team or your line manager that the sales report has been completed. Alert them to when this report can be discussed in further depth.&nbsp;<\/p>\n<p><strong>Enter a shareable link to the report <\/strong>in the form field below and<strong> use the email widget<\/strong>&nbsp;to send the email.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Using the Members form field below,&nbsp;<strong>assign the individual who will approve the monthly sales report<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-monthly-sales-report\">\n<h2>Approval: Monthly sales report<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Prepare report<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-your-report-to-a-colleague\">\n<h2>Send your report to a colleague<\/h2>\n<div class=\"text-content\">\n<p>Proceed to share the report with relevant parties using the email widget below.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/www.businessballs.com\/freepdfmaterials\/monthly_sales_report_template.pdf\" rel=\"nofollow noopener\" target=\"_blank\">BusinessBalls - Monthly Sales Report Template<\/a><\/li>\n<li><a href=\"http:\/\/www.insightsquared.com\/2012\/12\/4-sales-reports-for-successful-sales-managers\/\" rel=\"nofollow noopener\" target=\"_blank\">Zorian Rotenberg - 4 Sales Reports for Successful Sales Managers<\/a><br \/><a href=\"http:\/\/smallbusiness.chron.com\/write-weekly-sales-report-42969.html\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/smallbusiness.chron.com\/write-weekly-sales-report-42969.html\" rel=\"nofollow noopener\" target=\"_blank\">Shala Munroe - How to Write a Weekly Sales Report<\/a><br \/><a href=\"http:\/\/www.inc.com\/guides\/2010\/07\/how-to-choose-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/www.inc.com\/guides\/2010\/07\/how-to-choose-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\">Inc.com - How to Choose CRM Software<\/a><br \/><a href=\"https:\/\/smallbiztrends.com\/2015\/11\/choosing-the-right-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/smallbiztrends.com\/2015\/11\/choosing-the-right-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\">Annie Pillon - 23 Tips for Choosing the Right CRM Software<\/a><br \/><a href=\"http:\/\/www.businessnewsdaily.com\/7838-choosing-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/www.businessnewsdaily.com\/7838-choosing-crm-software.html\" rel=\"nofollow noopener\" target=\"_blank\">Sara Angeles - How to Choose the Right CRM Software<\/a><br \/><a href=\"http:\/\/articles.bplans.com\/how-to-forecast-sales\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/articles.bplans.com\/how-to-forecast-sales\/\" rel=\"nofollow noopener\" target=\"_blank\">Tim Berry - How to Forecast Sales<\/a><br \/><a href=\"http:\/\/edwardlowe.org\/how-to-conduct-and-prepare-a-competitive-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/edwardlowe.org\/how-to-conduct-and-prepare-a-competitive-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\">Edward Lowe - How to Conduct and Prepare a Competitive Analysis<br \/><\/a><a href=\"https:\/\/wellsfargoworks.com\/plan\/checklist\/sales-forecasting-basics-a-checklist\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/wellsfargoworks.com\/plan\/checklist\/sales-forecasting-basics-a-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Wells Fargo -&nbsp;Sales Forecasting Basics<\/a><\/li>\n<li><a href=\"https:\/\/www.datapine.com\/blog\/sales-report-kpi-examples-for-daily-reports\/\" rel=\"nofollow noopener\" target=\"_blank\">Mona Lebied - 16 Sales Reports Examples You Can Use For Daily, Weekly or Monthly Reports<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-competitive-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Competitive Analysis Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/company-research-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Company Research Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-to-service-handoff-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales to Service Handoff Process<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-presentation-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Presentation Template<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-forecasting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Forecasting Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/upselling-process-for-saas-companies\/\" rel=\"nofollow noopener\" target=\"_blank\">Upselling Process for SaaS Companies<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/churn-prevention-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Churn Prevention Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-training-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Sales Prospecting Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/bant-sales-qualification-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">BANT Sales Qualification Call Process<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/sales-pitch-planning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Pitch Planning Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing The Sale Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/span><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: A monthly sales report is an important part of assessing how a sales team is functioning and where it can improve. A good company will have a good product, but without a sales team to attract new clients this product will struggle to generate revenue.&nbsp; A sales report allows a manager to avoid spending [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8738,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"22","template_description":"Use this monthly sales report checklist to assess your sales team's performance over the month.","template_id":"l14P8AjzrhLwQ-G1yspFMg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Preparation:","task_slug_1":"preparation","task_2":"Record basic details of the report","task_slug_2":"record-basic-details-of-the-report","task_3":"Performance metrics:","task_slug_3":"performance-metrics","task_4":"Review number of 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