A top-notch Sales Report is crucial in your professional life, as it helps you understand overall sales activity, identify issues in the sales process, and make informed business decisions. Utilizing Sales Report templates, like those found on Piktochart, can simplify the process and help you create visually appealing and effective reports.Before diving into creating your own Sales Reports, it's essential to explore the 8 best examples of Sales Reports for inspiration. This will provide you with valuable insights on crafting impactful and informative reports that cater to your audience's needs.

What is a Sales Report?

A sales report is a vital tool for tracking sales activity and evaluating the impact of that activity over a specific time frame. It enables sales managers and stakeholders to understand overall sales performance, identify issues in the sales process, and make informed business decisions. Sales reports are particularly useful in situations such as measuring the effectiveness of promotional campaigns, identifying sales trends for forecasting, motivating the sales team, and providing a snapshot of sales KPIs for the sales operations team. See the 11 Sales Report Templates & Examples page for more details.

8 Sales Report Examples

Here are the top 8 Sales Report examples:

1. Monthly Sales Report

Monthly Sales Report

The Monthly Sales Report example presents a concise and contemporary design that is visually engaging and easy to comprehend. The layout is structured to highlight essential sales data, ensuring that stakeholders can quickly grasp the key insights from the report.

2. Monthly Sales Report Presentation

Monthly Sales Report Presentation

The Monthly Sales Report Presentation example features a sleek and modern design that is both visually appealing and easy to digest. The layout is organized to emphasize crucial sales data, ensuring that stakeholders can quickly understand the key insights from the report.

3. Monthly Sales Report (Landscape)

Monthly Sales Report (Landscape)

The Monthly Sales Report (Landscape) example exhibits a clean and contemporary design that is both visually appealing and easy to read. The layout is optimized for landscape orientation, ensuring that your sales data is presented in a spacious and organized manner.

4. Quarterly Sales

Quarterly Sales

The Quarterly Sales Report example demonstrates a clean and modern design that is both visually appealing and easy to read. The layout is optimized for presenting sales data over a three-month period, ensuring that your report effectively communicates the key insights from each quarter.

5. Blue Lines Pattern with Orange Graphs Daily Report

Blue Lines Pattern with Orange Graphs Daily Report

The Blue Lines Pattern with Orange Graphs Daily Report example features a clean and modern design that is both visually appealing and easy to read. The layout is optimized for presenting daily sales data, ensuring that your report effectively communicates the key insights from each day.

6. Purple Monthly Sales Report - DWK-X4hjijo

Purple Monthly Sales Report - DWK-X4hjijo

The Purple Monthly Sales Report - DWK-X4hjijo example exhibits a clean and modern design that is both visually appealing and easy to read. The layout is optimized for presenting monthly sales data, ensuring that your report effectively communicates the key insights from this specific time period.

7. Minimalist Beauty Product Sales Report Chart in Beige

Minimalist Beauty Product Sales Report Chart in Beige

The Minimalist Beauty Product Sales Report Chart in Beige example showcases a clean and modern design that is both visually appealing and easy to read. The layout is optimized for presenting sales data related to beauty products in a professional and engaging manner, ensuring that your report effectively communicates the key insights to your audience.

8. Minimalist Beige & Orange Sales Report Chart

Minimalist Beige & Orange Sales Report Chart

The Minimalist Beige & Orange Sales Report Chart example showcases a clean and modern design that is both visually appealing and easy to read. The layout is optimized for presenting sales data in a professional and engaging manner, ensuring that your report effectively communicates the key insights to your audience.

How to Create a Good Sales Report

Here is a 5-step process to create a great Sales Report:

  • Identify the Purpose of Your Sales Report: Determine the specific goals and objectives of your report, such as tracking sales performance, identifying trends, or evaluating the success of a marketing campaign.
  • Know Your Sales Report's Audience: Understand who will be reading your report and tailor the content to meet their needs and expectations. This may include sales managers, executives, or other stakeholders.
  • Gather Your Sales Data: Collect relevant sales data from various sources, such as CRM systems, spreadsheets, or sales tracking tools. Ensure the data is accurate and up-to-date.
  • Create Engaging Visuals to Highlight Important Sales Metrics: Use charts, graphs, and other visual elements to present your sales data in a clear and engaging manner. This will help your audience quickly grasp the key insights from your report.
  • Explain What the Sales Numbers Mean: Provide context and analysis for the sales data presented in your report. Explain the significance of the numbers and how they relate to the overall goals and objectives of your sales report.

What to Avoid When Creating a Sales Report

Here are five things to avoid when creating a Sales Report, along with examples and tips on how to prevent these issues:

  • Overloading the report with unnecessary information: Including too much data or fluff can make your report difficult to read and understand. Focus on the most relevant metrics and insights that align with the purpose and audience of your report. For example, avoid listing every single sale made during the reporting period and instead, provide a summary of total sales and any notable trends.
  • Focusing on irrelevant metrics: Ensure that the metrics included in your report are relevant to the goals and objectives of your sales team. For instance, if your report aims to evaluate the success of a marketing campaign, avoid discussing unrelated metrics such as employee performance or customer satisfaction ratings.
  • Ignoring the purpose and audience of the report: Tailor your report to meet the needs and expectations of your target audience, such as sales managers, executives, or other stakeholders. This may involve customizing the content, format, and level of detail to suit their preferences and requirements. For example, a report for executives might focus on high-level trends and performance indicators, while a report for sales managers might delve into more granular data and analysis.
  • Presenting data in a boring or unengaging manner: Use charts, graphs, and other visual elements to present your sales data in a clear and engaging way. This will help your audience quickly grasp the key insights from your report. For example, instead of listing sales figures in a table, use a bar chart or line graph to visualize sales trends over time.
  • Not summarizing key points and takeaways: Provide a concise summary of the main findings and conclusions from your report, making it easy for your audience to understand the significance of the data presented. For example, include a brief executive summary at the beginning of your report that highlights the most important insights and recommendations.

Create with Piktochart!

If you need help generating Sales Reports, look no further than Piktochart, an online platform trusted by millions of users. Piktochart simplifies the process of creating infographics, presentations, posters, and other visual content, turning complex data into clear visuals. With its AI-powered infographic maker, you can generate professional designs in seconds, tailored to your brand's voice. To start creating with Piktochart, simply sign up and explore the user-friendly platform.