Weekly Sales Call Report is a ready excel template to review sales calls made and performance of large sales team during the week.
Additionally, this template also consists of individual Sales Call Report along with a printable version. It display summary of new and follow-up calls made during the week.
For better sales, it is mandatory for management to weekly review the work of the sales team. Reviewing number of new calls made, the number of follow-up calls made and number of converted sales.
This helps to individually look into performance of each salesperson on a regular basis and take important decisions.
Weekly Sales Call Report Template
We have created a simple Sales Call Report Excel Template with predefine formulas and formatting. All you need to do is to enter data on a regular or weekly basis and your Sales Call Report is ready.
Weekly Sales Call Sheet Template
This template consists of 4 sheets:
- Salesperson List.
- Individual Sales Call Reports.
- Printable Sales Call Report.
- Weekly Sales Call Report.
Salesperson List
The salesperson list consists of names and regions of all your salespersons. It is used to create dropdown list in the call report sheet.
Individual Sales Call Report
Create new sheet of this copy and share this with your sales team. Instruct them to submit the report every week. This help you to update your weekly call report sheet.
This sheet consists of name of the sales executive and his region at the top. Insert name and region in the light blue cells.
The first column is of weekday, the second column consists of new call and follow-up calls headings. Insert number of new as well as follow-up calls made against the respective weekday.
In the end, this sheet consists of following heads displaying the summary of the sales activity:
Total Calls: This cell sums up the total calls made during week. No need to enter in this cell as it consists predefined formula.
Converted Calls: Insert number of calls that converted during the week.
Conversion %: The template automatically defines percentage of calls converted. Do not enter anything in this cell as it is auto-populated.
Weekly Sales Achieved: Insert actual amount of sales made during the week.
Weekly Sales Target: Insert target sales given according to the KRA.
Target Achieved %: This cell finds percentage of target achieved.
Lastly, this sheet consists of remarks section and the signature section. The sales executive can insert any remarks if applicable and get it approved by supervisor and department head.
Printable Individual Sales Call Report
This sheer is the replica of Individual sheet. You can give this printed sheet to your sales executive and demand sheet at the end of every week.
Cumulative Report
The cumulative report consists of a report on your complete sales team performance during the week. You can use this sheet to report every week to higher management.
Additionally, this report will provide insights in the sales activities and performance of the team. It helps to take important decisions such as making changes in teams, training employees, etc.
This sheet consists of 2 sections, one is sales data and second is the sales summary.
Sales Call Data
It consists of following columns:
Salesperson: Select name of the sales executive from the dropdown list.
Date: Insert first date of the week and the template will automatically fetch the rest.
Day: No entry to be made. Upon inserting date, the sheet fetches the day using the TEXT Function.
New Calls: Insert new calls made by sales executive or insert the data from the submitted report.
Follow-up Calls: Insert new calls made by the sales executive or insert the data from the submitted report.
Sales Call Summary
Sales Summary consists of following columns:
Total Calls: This cell sums up total calls made during the week. No need to enter anything in this cell as it consists predefine formula.
Converted Calls: Insert number of calls that converted during the week.
Conversion %: The template automatically defines percentage of calls converted. Do not enter anything in this cell as it is auto-populated.
Weekly Sales Achieved: Insert actual amount of sales made during the week.
Weekly Sales Target: Insert target sales given according to the KRA.
Target Achieved %: This cell finds percentage of target achieved.
This template is useful to sales executives, team leaders, sales managers and higher management of the companies.
