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How can I prepare a monthly sales report?

Sales reports: For a B2B enterprise start-up - What do you expect to be in sales report from an outside sales representative and how frequently this report should be provided?

  • Answer:

    Everyday!  Name, Designation, Company Name, address, phone no. of prospective customers met today, which one is interested (details of purchase request), what are the probable reason for the ones not interested.

Anjali Sinha at Quora Visit the source

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This link below could help you a bit more. But I think what's more important is first figuring out what you want to measure. Do you only care about revenue? Win/Loss Reasons? Once you know your goals you can then start thinking about what you want to report on. As for frequency, I do agree with but make sure you're not wasting to much time on your reporting. Also, make sure your sales reps our more focused on selling than their reports. http://resources.getbase.com/5-reports-every-vp-of-sales-should-master

Brian Lastovich

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