[Free Download] One Page Daily Sales Report Excel Template/Format

One of the first templates which I created on Excel was for a Daily Sales Report.

And while doing this, one thing which I had learned:

You need a format which is quick and simple to use.

You can’t spend a lot of time every day to create a sales report, especially at end of the day.

So today, I’d like to share with you one of my favorite template which I used to share with my boss at that time.

I pretty sure this daily sales template will make your boss smile, even if the sales are going down.

And you know the best part?

This is a one-page template with a simple format to understand.

main dashboard for daily sales report template

But before you download it, let me tell you how to use it and what are the features of this template.

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Features

There are some key features which make this template easy to use. So read ahead to get a detailed view of these features.

1. Day Wise Sales Against Monthly Target

To track day wise performance, you have a chart and in this chart, you can get day wise performance against the target.

To compare daily sales with the target, we have a target line in this chart.

day wise sales chart in daily sales report template

When you input your monthly target, this template will convert it into a daily average.

And, that target will be a benchmark for your daily performance. A small message box at the top will remind you about the daily average you need throughout the month.

total achievement chart in daily sales report template

This simple chart will help you to track what you have achieved month till date.

3. Sales Achieved

The first box in the section will give a quick snapshot of sales you have done against the total target.

amount achievement keynote in daily sales report template

4. Per Day Average to Meet Target

Next box will alert you about the per day average you have to manage for rest of the days in the month.

This figure will change every day based on your performance till date in the month.

required average in daily sales report template

If your day wise sale is are less than expected per day target, this figure will increase or vise verse.

5. Days Left in the Month

This box will show you the days left in the month which is a driving factor for your performance.

days left in month in daily sales report template

The calculation of these days is dynamic.

6. Special Remarks Section

We also have a special notes and remarks box. You can use this section to add some special notes.

other remarks in daily sales report template

I used to collect remarks from my sales team before submitting this report to my boss. You can this section in your way.

Input Data

As I told you that it’s super easy to prepare this template, all you have to do is just input your following data.

1. Current Month

Before you start tracking your daily sales make sure to select the current month. Selecting current month is important because this will define the total number of days.

Let’s say you have selected “Sep” then the total days of the month will be 30, and if you select “Oct” then it will be “31”.

For this, all you have to do, just use this drop down to select the current month.

drop down to select month in daily sales report template

2. Monthly Target

Once you select your current month the next thing to input is your monthly target. There is a direct connection between your monthly target and total days of the month.

As soon as you enter your monthly target it will calculate the per day average we need to meet the total target.

If you have a monthly target of $50000 and month days are 31, then the per day average will be $1613 per day.

So, just enter your monthly target in cell A34.

monthly target in daily sales report template

You know the best out best part of this sales format? You need little efforts to input data.

3. Daily Sales

Now, here is the main thing you have to enter “Day Wise Sale”.

In the table below, you can enter your sales on daily basis. And, once you do that it will update the calculation in the entire template.

day wise sales entry in daily sales report template

This is the only thing you have to do every day as rest of the two are one-time input.

Important Note: If you have selected a month which has 30 days, then you have to enter the sales for only 30 days. And, for 31 days, input sales for 31 days. This daily sales report template is fully dynamic. There is no need from your end to make any change. But, if you still want to customize it just follow me.

Customization

Before you customize this template make sure to unlock the worksheet.

And, here I have some important points for you If you want to customize this daily sales report template.

1. Change Currency Format

I have used the dollar as the currency format in this template. But if you want to change that format, just make this little tweak.

  • Go to cell A40, where I have pasted the $ format.
change currency format in daily sales report template
  • Just change the dollar format with your desired one.

Make sure to maintain the cell format for cell A40 as text.

2. Change Keynote Messages

To change some keynote messages just tweak in AG26:AG37 for that. This cells range contains the entire messages used in this template.

I hide the messages by changing the font color to white, make sure to make it visible.

[Download]

Download this template from here to try it yourself.

Conclusion

This daily sales report template will give your boss a quick impression about the daily sales.

It’s a fact that anyone can understand this format in seconds but the thing is it’s super easy to prepare.

Please don’t forget to share this template with your friends.

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2018-11-16T06:13:36+00:00

45 Comments

  1. Jolly 23 Nov, 18 at 6:33 am - Reply

    Useful

  2. eli cabs 19 Nov, 18 at 8:30 am - Reply

    hi, can i have a copy of your template. thank you

  3. Nixon 13 Sep, 18 at 3:06 pm - Reply

    Hi Genious
    Still i cant change the $ sign on the big right hand corner value despite changing the format, am using TZS, pls assist.. nixonmrinji@gmail.com

  4. Lathif 28 Aug, 18 at 6:17 am - Reply

    I have a question. How to change the $ sign on the sales achieved. Rest i have done. Thanks for sharing your work with us.

    • Puneet 29 Aug, 18 at 5:19 am - Reply

      You need to change the format from cell A40. Reply to me if you need further help.

      • Pieter 5 Nov, 18 at 10:40 am - Reply

        Hi Puneet, when I change A40 then it only changes the blue (per day average to meet target) but not the green (achieved vs target)

  5. Lathif 27 Aug, 18 at 5:46 pm - Reply

    Hey genius, Thank you for sharing a great work.

  6. Risky 11 Aug, 18 at 5:19 am - Reply

    Halo, I have a question. How to change the $ sign on the sales achieved.
    I managed to change everything except the big number on the sales achieved by changing the cell A40. Is there anywhere I need to change besides that?

  7. Muhammad Aamir 29 Jan, 18 at 7:23 pm - Reply

    Dear Puneet,
    I need your help,
    I want to have SAR. Sign instead of $ but whenever I am changing the format its giving error please help me out.
    sandilaamir@gmail.com
    Thanks

  8. Prashanth Chandran 20 Dec, 17 at 5:14 am - Reply

    can some one share the link to download prashanthchandran101@gmail.com

  9. Prashanth Chandran 20 Dec, 17 at 5:13 am - Reply

    Hello Sir,Not able to download please help me out, I got downloaded only the guide

  10. Pravin Kumar 23 Nov, 17 at 5:30 am - Reply

    I am unable to downlod the template

    • Puneet Gogia 27 Nov, 17 at 10:31 am - Reply

      Try again, Pravin.

  11. Nitish Bajaj 13 Nov, 17 at 11:58 am - Reply

    Hello Puneet,
    A wonderful thing to start with, however I am not sure if this is a bug or I am missing on something. When I change the value to Rs. it reflects on all parts accept the achievement figure which still stays as dollars.

    I was trying to upload the screen shot here which is just 226 kb size .gif file but it keeps giving me error for upload.

    Can we resolve this on email or watsapp ?

    my email id is: nitish.bajaj74@gmail.com
    watsapp no:9820398657

    Thanks,
    Nitish

  12. Sulamu 12 Oct, 17 at 5:36 am - Reply

    this template looks great. I dont make sales reports but Im sure that I can learn a lot from studying it.

    BUT when i tried to download it I only recieved the Productivity guide, not the template!

    Can you help me?

  13. Andrey Biryukov 16 Sep, 17 at 12:05 pm - Reply

    Dear Puneet,

    Please could you explain the next on the daily sales report template. I can chose the month, but the diagram & data are the same for every month of the year. Is it possible tto have the separate data & diagram for everey related month after you have chosed it from the list? thank you!

  14. Abraham 11 Sep, 17 at 4:15 pm - Reply

    Hello ExcelChamps,
    I am trying to download but i cannot do so as it keeps saying the site is not available. Can you kindly give me a link that works?

    • Puneet Gogia 11 Sep, 17 at 4:22 pm - Reply

      Can you please send me a snapshot of error? It’s working on my side.

      • Abraham 11 Sep, 17 at 4:29 pm - Reply

        I have uploaded a screen shot below.

        • Puneet Gogia 11 Sep, 17 at 4:50 pm - Reply

          I’m sorry you faced this problem. Check your inbox now.

          • Abraham 11 Sep, 17 at 4:52 pm

            Thank you for your response. I am waiting as i still don’t have anything in my inbox. Should i expect a link or the template?

      • Abraham 11 Sep, 17 at 4:30 pm - Reply

        Find attached a screen shot for your review

      • Abraham 11 Sep, 17 at 4:42 pm - Reply

        Hello Puneet, are you able to help me? I uploaded the screen shot. anything to help?

  15. Haris Arif 20 Aug, 17 at 10:33 am - Reply

    Dear Puneet,
    I need your help,
    I want to have Aed. Sign instead of $ but whenever I am changing the format its giving error please help me out.
    rao.haris@outlook.com
    Thanks

    • Puneet Gogia 21 Aug, 17 at 1:40 pm - Reply

      Show me your error snap-shot.

  16. Harza Geovunny 15 Aug, 17 at 4:25 pm - Reply

    Thank you, your template really help me. Keep on man!

    • Puneet Gogia 15 Aug, 17 at 6:13 pm - Reply

      Thanks for your words.

  17. Alsadiq Abbas 14 Jun, 17 at 12:31 am - Reply

    Please how can I download this nice template. I need your help

  18. Vishesh Kumar 25 May, 17 at 2:31 pm - Reply

    Wow, This is the cools DSR Template ..but unable to download it, can you send to me on gshuvishesh@gmail.com.

    Thank in Advance.

  19. Azhar Ahmad 26 Dec, 16 at 5:00 pm - Reply

    Can you help me to add in another trend line for daily costing so that we can see the profit margin. Thank you.

  20. Torstein 23 Sep, 16 at 10:43 am - Reply

    this template looks great. I dont make sales reports but Im sure that I can learn a lot from studying it.
    BUT when i tried to download it I only recieved the Productivity guide, not the template!
    Can you help me?

    • Puneet Gogia 23 Sep, 16 at 10:51 am - Reply

      Check Your Mail Torstein.

      Just Sent You.

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