Submitted by: Submitted by Phillz
Views: 439
Words: 444
Pages: 2
Category: Business and Industry
Date Submitted: 03/07/2013 09:59 PM
HOW TO WRITE A SALES REPORT
Management keeps a careful
eye on the activities and
productivity of its salespeople
through sales reporting.
Writing a sales report is a way
for management to gauge how well the company and
the salespeople are
progressing toward the
achievement of its sales goal.
A sales report should provide
this information as well as alert management of any
problems that might interfere
with attainment of the sales
goal. Difficulty: Moderately Challenging Instructions 1. Begin this internal review
document using a
memorandum-style
document format. Address
the memo to your sales
director or sales manager. Copy other individuals on
the document, such as the
director of marketing, if
appropriate. 2. Be succinct when describing
the subject of the memo.
For example, name it “First
Quarter 2010 Sales for
Southern Region.” Start the
document using very direct, explanatory language of
what will follow such as
“This provides April
through May 2010 sales for
the Southern Region, which
includes Texas, Missouri and Oklahoma.” If there are any
qualifications you need to
disclose about the data and
information included,
identify those caveats in
the first paragraph. If, for instance, the information is
incomplete because some
data hasn’t been received,
declare it bold, underlined
type. 3. Provide a high-level recap in
a chart of the current
period’s sales numbers and
the year-to-date cumulative
sales. Perform a number of
comparative analyses to put those numbers in
context such as percentage
or plus/minus versus the
goal and versus the
previous year. Let the
numbers do the talking, but provide a brief, written
summary of the status of
the sales effort. Report sales
results in a number of
different ways to give
management a complete overview of where sales
stand in terms of product
units distributed (or other
appropriate measures for
your business) and dollar
volume. 4. Repeat the reporting of
sales...