FREE 7+ Quarterly Sales Activity Report Samples in PDF | DOC

Whenever a customer buys a product or avails of a services, the revenue is then recorded onto a sales report. Reports such as these are crucial to businesses since it helps them track and record their sales progress and is often required by top management during business meetings. Aside from sales recorded on a daily, or monthly basis a consolidated report is also organized by quarter. This is called a quarterly sales activity report, which is needed during quarterly business meeting. Quarterly business plans carry the more direct influence of senior management upon implementation than more frequent department- or division-level meetings have. It engages leadership team members throughout the year, fostering a management team culture that is conducive to the business’s success. Read more about quarterly sales activity report in our article today, and don’t forget to check out our free quarterly sales activity samples below:

Whenever a customer buys a product or avails of a services, the revenue is then recorded onto a sales report. Reports such as these are crucial to businesses since it helps them track and record their sales progress and is often required by top management during business meetings. Aside from sales recorded on a daily, or monthly basis a consolidated report is also organized by quarter. This is called a quarterly sales activity report, which is needed during quarterly business meeting. Quarterly business plans carry the more direct influence of senior management upon implementation than more frequent department- or division-level meetings have. It engages leadership team members throughout the year, fostering a management team culture that is conducive to the business’s success. Read more about quarterly sales activity report in our article today, and don’t forget to check out our free quarterly sales activity samples below:

7+ Quarterly Sales Activity Report Samples

1. Quarterly Sales Business Activity Report

2. Quarterly Sales Volume Activity Report

3. Franchise Quarterly Sales Activity Report

4. Second Quarterly Sales Activity Report

5. Quarterly Cooperative Sales Activity Report

6. Quarterly Sales Update Activity Report

7. Bank Quarterly Sales Activity Report

8. Quarterly Sales Activity Annual Report

What Is a Quarterly Sales Activity Report?

A sales activity report is a essential tool that can help increase your team’s performance and generate powerful sales results. Revenues are not the only items recorded in this report, it is a document that summarizes a business’s sales activities. This sales report typically includes information on sales volume, leads, new accounts, revenue and costs for a given period. It may show the different trends happening in the sales volume over a certain time, but also analyzes the different steps of the sales funnel and the performance of sales executives.

Sales activity reports are either generated on a daily, monthly, quarterly and yearly basis. A quarterly sales activity report is used a reference to determine if the sales target goals and revenue has been reached, to review your sales result from the previous quarter and to plan for the next successful quarter. It can also help you address sales management issues, indicate seasonal fluctuations, observe the impacts of marketing campaigns, and identify especially successful sales reps.

How To Create a Quarterly Sales Activity Report?

A quarterly sales activity report requires you to analyze and gather all the relevant sales data acquired from the last quarter. It can also help you address sales management issues, indicate seasonal fluctuations, observe the impacts of marketing campaigns, and identify especially successful sales reps. And once data is collected, you’ll want to encode this into an Excel spreadsheet which is the best tool for making quantitative reports such as a quarterly sales activity report. Here are some of the different kinds of sales reports that focuses on different sales metrics, needs or strategies:

• Sales call reports: which focuses on the calls placed to leads, prospects and customers to encourage purchases. Through these reports, you can gain insights into your sales rep performance and your leads’ qualities.
• Sales forecast: this type of reports demonstrate the predicted number of sales your team will make in a given period. This can also be used to identify anticipate seasonal slowdowns or plan for issues that might affect business flow.
• Sales funnel reports: this report will show the how certain sales activities can result to how close a lead is to buying your product or service. Sales funnels help you understand how to best nurture leads and, ultimately, convert them into customers.

As you are about to create your quarterly sales activity report, the following are the basic elements that comprises this report:

I. Key Performance Indicator

This is used by the sales team to track the effectiveness of relevant sales activities within a company. These measures help in optimizing your sales performance, sales funnel and sales cycle length.

II. Sales Volume

This is the total sales, in terms of units or revenue, for a specified period, which can be used as a reference to measure the effectiveness of a selling effort and method.

III. Net Sales

This is the monetary figure, whereas sales volume is simply the number of sales made. It consists of the sum of a company’s gross sales minus its returns, allowances, and discounts. Net sales calculations are not always transparent externally. They can often be factored into the reporting of top line revenues reported on the income statement.

IV. Gross Sales

This is the grand total of sales transactions in a given time period without any deductions from cost and other expenses.

V. KPI Change

This the percentage difference of the KPI in comparison to the previous reporting period

Aside from the typical figures in a sales report, it is always important to include written explanations to further help the reader understand the meaning behind those figures.

FAQs

A well written quarterly sales activity report can help top management identify what sales activities are doing well and which needs improvement. With the right figures in place, goal and objectives are either modified or added to fit the market trend and adapt to consumer behavior in the efforts to improve sales.