Sales Report Templates

You’ve been out closing deals, and now it’s time to report on it. Use Piktochart’s intuitive editor and professional sales reports to make reporting faster.

Create my sales report now

A sales report template that tells all.

Your sales team is a well-oiled machine, but to stay on top – you have to fine tune your strategy with a healthy dose of sales analytics and customer insights. A good sales report zeroes in on pipeline phases, looks into short and long-term sales forecasts, and analyzes the methodologies currently in place. All in a straightforward, easy to digest way.

Sales reports give a clear look into what’s ahead – and should be unafraid to answer the tough questions. How well are salespeople converting leads from the marketing team? Which marketing campaigns are leading to the highest conversion rates? What are your major sales numbers, expenses, and forecast for the future?

That’s where Piktochart comes in. With our selection of eye-catching sales report templates, you’ll be able to communicate your wins in style. Each template is designed to help you zero in on the performance of your sales teams, do some goal setting, provide a forecast for the future, and identify key opportunities and challenges – all to make your sales report that much more captivating.

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Communicate wins effortlessly.

Thousands of free visual assets at your fingertips.

Thousands of free visual assets at your fingertips.

Humans are visual creatures, so it’d be a waste if you didn’t take advantage of that opportunity to get them hooked onto your sales report. Stack the odds in your favor by choosing from a huge library of beautiful photos and icons inside our presentation editor, or upload your own. 

Thousands of free visual assets at your fingertips.
Take it to the next level with videos.

Take it to the next level with videos.

If a picture tells a thousand words, a video can probably fill out an entire book. Drive home your point with embedded YouTube or Vimeo videos.

Take it to the next level with videos.
Impressive interactive charts and maps.

Impressive interactive charts and maps.

Did you just add another million users? Or did you just launch in a new market? There’s no better way to demonstrate it than by using charts. Tell impactful data-driven stories with ease using our fully customizable interactive charts and maps. Simply import your numbers, pick a chart or map, and customize it.

Impressive interactive charts and maps.
Present anytime, anywhere.

Present anytime, anywhere.

Wherever you plan on delivering your keynote, we’ll be there for you. Piktochart’s built-in Presentation Mode allows you to immediately present your work as a slideshow. Just add some slick transitions, and you’re ready to knock some socks off.

Present anytime, anywhere.
How It Works

How It Works

Creating a sales report with Piktochart takes five simple steps.

  • Step 1
    Step 1

    EVALUATE GOALS

    Communicate the goals and performance of your sales team, as well as the prospects that you have in the pipeline.
  • Step 2
    Step 2

    PREPARE CONTENT

    Provide a forecast of the revenue that your sales team will be bringing in next quarter, and report on key takeaways and lessons.
  • Step 3
    Step 3

    ADD SUBSTANCE

    Fill out your main content, with a focus on real-life anecdotes, captivating case studies, interesting numbers, and fresh ideas that your audience can relate to.
  • Step 4
    Step 4

    VISUALIZE IT

    Take it to the next level with icons, images, and videos. Ensure that they add value to your pointers, and not steal attention from them.
  • Step 5
    Step 5

    PRESENT IT

    Publish, present, and impress.
People like you use Piktochart’s sales reports to…

People like you use Piktochart’s sales reports to…

Salespeople
SalespeopleSalespeople

Salespeople use Piktochart to create comprehensive sales reports to:

  • Present sales analytics, customer insights, and revenue forecasts
  • Communicate sales goals and pit them against actual progress
  • Report strategy and performance to their heads of finance or marketing
Consultants
ConsultantsConsultants

Sales consultants use Piktochart to create data-driven sales reports to:

  • Communicate and analyze key lessons and takeaways from their sales process
  • Showcase sales leads, performance, and long-term goals to clients
  • Lay out the strategy that they’ll use to sell a client’s product or service
Get​ ​started​ ​with​ ​one​ ​of​ ​these​ sales templates

Get​ ​started​ ​with​ ​one​ ​of​ ​these​ sales templates

FAQs