This generates the sales report for that particular date. Deselect all and select your desired date and click on OK. You can generate date-wise, product-wise, and client-wise reports.įor example, If you want to generate sales for a particular date, click on the button beside the column heading. Hence, you can fetch multiple reports to analyze the data. ![]() This sheet consists of table filter options. Remarks: Enter if there are any issues or special instructions from the client in this section. Rate: This cell is auto-filled as per the item code selected.Īmount: This is the line total of that particular sale made. Qty: Enter the quantity ordered by the client. Product Name: As you have entered details in the Product List sheet, it will automatically fetch the product name once you enter the code. Item Code: Select the product item code from the drop-down list. 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. Contents of Daily Sales Report Excel Template.
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