Download Daily Sales Report Template In Excel

Daily Sales Report is ready excel template that you can use to track and manage sales data of individual salesmen on monthly basis.

In addition to this, you can generate a date-wise, product-wise, client-wise sales report with the help of the table filter option. This template can be helpful to you when you have a large sales team and products.

Furthermore, this template also consists of printable sales report that your executive can carry and fill the data. At the end of day, they can insert data into this template.

Daily Sales Tracker Excel

We have create a simple and easy Daily Sales Report Excel Template where you can maintain monthly records of sales of your salesperson.

Moreover, this template comes with printable sales report. It also helps you generate multiple reports that you can use for sales analysis.

Contents of Daily Sales Record Excel Template

This template consists of 4 sheets: Daily Sales Report, Product List, Sales Summary, and Printable Daily Sales Report.

Product List

Insert list of products and their descriptions in this sheet. This sheet is helpful to fetch data in DSR. It consists of serial number, item code, product name, unit (Unit of measure) and rate per unit.

Daily Sales Report Excel

This sheet consists of 3 sections:

  1. Sales Executive Details
  2. Client Call Detail
  3. Sales Details

Sales Executive Details

Insert company name, Name of sales executive, region and applicable month and year.

Client Call Details

Client call details consist of following columns:

Sr. No: Serial Number.

Date: Date on which sales call takes place.

Day: As soon as you enter date, the day cell will auto-fill using the TEXT Function.

Time: Time of Sales Call. AM or PM.

Client Type: Select from drop-down list. If it is a new client select “New” and if it is a follow-up client select “Follow Up”.

Client Name: Name of client.

Area: A sales rep is usually allocate areas. Hence enter name of the area in the client dwells.

Call Type: A sales call can be of different types. Select from drop-down list hot, cold, warm or sale.

Sales Details

Sales details constitute details of order received from the client. It includes following columns:

Item Code: Select product item code from drop-down list.

Product Name: As you have enter details in Product List sheet, it will automatically fetch product name once you enter the code.

Qty: Enter quantity ordered by the client.

Rate: This cell is auto-fill as per item code select.

Amount: This is line total of that particular sale made. Amount = Qty X Rate.

Remarks: Enter if there are any issues or special instructions from client in this section.

This sheet consists of table filter options. Hence, you can fetch multiple reports to analyze data. You can generate date-wise, product-wise, and client-wise reports.

Similarly, you can use to generate a product-wise report and a client-wise report. The final totals for quantity and Sales revenue are given in last line.

Sales Call Summary

This sheet displays monthly summary of sales call made during the whole month.  It displays following:

Total Calls made in a particular month
No. of New Clients
No. of Follow Up Calls
Hot Calls
Warm Call
Cold Calls
Sales Call
Total Units Sold
Total Monthly Sales

This sheet doesn’t require any entry. All cells in this sheet are auto-populated in daily sales dashboard.

Download this Daily Sales Report template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Daily Sales Report Excel Template

Instruction :

All Excel templates and tools are sole property of User can only download and use the excel templates for their Personal use only. All templates provided by XLSX templates are free and no payment is asked. However, you are not allowed to distribute or share in any other website for sole purpose of generating revenue from it.

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