Sales details constitute the details of the order received from the client. Select from the drop-down list hot, cold, warm or sale. Hence enter the name of the area in the client dwells.Ĭall Type: A sales call can be of different types. If it is a new client select “New” and if it is a follow-up client select “Follow Up”.Īrea: A sales rep is usually allocated areas. Client Call DetailsĬlient call details consist of the following columns:ĭate: Date on which the sales call takes place.ĭay: As soon as you enter the date, the day cell will auto-fill using the TEXT Function.Ĭlient Type: Select from the drop-down list. Insert company name, Name of sales executive, region and applicable month and year. It consists of the serial number, item code, product name, unit (Unit of measure) and rate per unit. This sheet will be helpful to fetch data in the DSR. Insert the list of products and their descriptions in this sheet. This template consists of 4 sheets: Daily Sales Report, Product List, Sales Summary, and Printable Daily Sales Report. Contents of Daily Sales Report Excel Template
Let us understand how to use this template in detail.
If you are an e-commerce seller then you can use Online Sales Tracker. Click here to Download All Sales & Marketing Excel Templates for ₹299.Īdditionally, you can also download Sales Revenue Analysis Template to analyze your sales further. It also helps you to generate multiple reports that you can use for sales analysis.Ĭlick here to download the Daily Sales Report Excel Template. Moreover, this template comes with a printable sales report. We have created a simple and easy Daily Sales Report Excel Template where you can maintain the monthly records of sales of your salesperson.