Sales Report in Excel (Free Download Template)

Last Updated: March 07, 2023
puneet-gogia-excel-champs

- Written by Puneet

main dashboard for daily sales report template

One of the first templates which I created in Excel was for a Daily Sales Report. And while doing this, one thing which I learned: You need a format that is quick and simple to use.

Today, I’d like to share with you one of my favorite templates which I used to share with my boss. I am 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. But before you download it, let me tell you how to use it and what are the features of this template.

Features

There are some key features that 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 daily 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.

2. Total Target vs. Actual Achievement [Percentage]

Next to our daily sales chart, there is a thermometer chart to show the total percentage achieved.

total achievement chart in daily sales report template

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

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

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

required average in daily sales report template

If your day-wise sale is less than the expected per-day target, this figure will increase or vice-versa.

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 the 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, is 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 the 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 the best part of this sales format? You need little effort 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 the rest of the two are one-time inputs.

If you have selected a month that 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 changes. 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 essential 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 cell range contains the entire messages used in this template. I hide the messages by changing the font color to white, making 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 of 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.

More Templates

About the Author

puneet one point one

Puneet is using Excel since his college days. He helped thousands of people to understand the power of the spreadsheets and learn Microsoft Excel. You can find him online, tweeting about Excel, on a running track, or sometimes hiking up a mountain.

68 thoughts on “Sales Report in Excel (Free Download Template)”

  1. Hi, I am trying to use your template; however, is there a way to enter only working days only to figure the daily sales goal (for example 21 working days for January) If I enter 21days, the daily average is right, but it doesn’t figure in all 31 days in monthly total. If I enter 31 days in month, then total is correct, but daily average accounts for days we aren’t producing work/doing sales. Can you help?

    Reply
  2. Hi There,
    This spreadsheet is perfect!
    Do you also have an add on sheet that covers Month to Month? and has an overall Yearly tracker?

    Reply
  3. Hi, I’m getting an error message saying “Automatic update of external links has been disabled.” How do I fix this? Thank you.

    Reply
  4. What about weekly off. It is still showing 5 days remaining in 26 days working day month. How to correct it.

    How to use this templet for Quantity i.e. in MT instead of Value

    Reply
  5. I can chose the month, but the sales input diagram & data are the same for every month. Shouldn’t the sales entry update when the month change?

    Reply
  6. Hi,
    Thank you for the template.
    How to unlock the sheet i am getting error “reference invalid”

    Reply
  7. i have been trying to add another sheet on the excel sales report but everytime i try to do that the excel stops working what should i do because i want to use the report

    Reply
  8. hi
    I am not able to change the dollor in Rs. in achieved out of.
    Kindly help to change as Rs.

    Reply
  9. Dear Puneet, I cant change the $ sign even changed format from column 40A. format only changed for PER DAY AVERAGE not for ACHIEVED TARGET. Please advise.

    Reply
  10. 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?

    Reply
  11. 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? please reply qureshi.kamran@hotmail.com

    Reply
  12. Hi – is there anyway to make this for monthly instead of daily? Thank you – this is a great site to learn from and every time I get an email – I learn something new. Thanks

    Reply
  13. Dear , I HAVE ALSO SAME PROBLEM FOR THIS COMMENT
    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!

    Reply
  14. Is there a way to set this up to only list days worked, with a daily goal for those days and not measure days not worked?

    Reply
  15. HELLO EXCELL CHAMPS
    THANKS FOR THE GOOD WORK.
    I KINDLY REQUEST TO KNOW HOW TO CUSTOMIZE IT SO THAT I CAN BE ABLE TO KEEP RECORDS OF 10 DSA’S SALES

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

    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)

        Reply
        • I also face this Problem. I change A40 then it only changes the blue (per day average target) but not the green (achieved vs target). green box doesn’t change .
          I need help

          Reply
  17. 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?

    Reply
  18. 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

    Reply
  19. 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?

    Reply
  20. 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!

    Reply
  21. 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?

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

    Reply
  23. 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?

    Reply

Leave a Comment