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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
- 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 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.
i need help adding a profit section to this, can anyone help please?
I need to customise the sales tracker, please let me know where can I connect with your sales team
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?
hi puneet, i’m really thankfull
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?
Hi, I’m getting an error message saying “Automatic update of external links has been disabled.” How do I fix this? Thank you.
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
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?
Hi,
Thank you for the template.
How to unlock the sheet i am getting error “reference invalid”
Go to the Cell AG33 =Sum(Sales_entry) and choose format cell and remove the $ sign and it will work
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
hi
I am not able to change the dollor in Rs. in achieved out of.
Kindly help to change as Rs.
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.
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?
Plz go to AG33 (=SUM(sales_entry)) & change it to desired currency sign
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
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
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!
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?
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
I can’t Change the Currency Format , also if I delete $ the green box doesn’t change .
I need help
I also Face this problem. Please help me
Useful
hi, can i have a copy of your template. thank you
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
I have a question. How to change the $ sign on the sales achieved. Rest i have done. Thanks for sharing your work with us.
You need to change the format from cell A40. Reply to me if you need further help.
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)
I can’t Change the Currency Format , also if I delete $ the green box doesn’t change .
I need help
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
Hey genius, Thank you for sharing a great work.
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?
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
What kind of error?
Please check attached imeage … Thanks in Advance 🙂 https://uploads.disquscdn.com/images/11e5b9e9f2a46e7547ead98bb0e1ae60719600588c7a6800d14c0891fa93db58.jpg
In pointed circle there should be Riyal sign but unable to change it
Any Reply on this by Puneet? I am facing the same issue
You need to change format from cell A40. Reply me if you need further help
i am also stuck in the same problem please help
can some one share the link to download prashanthchandran101@gmail.com
Hello Sir,Not able to download please help me out, I got downloaded only the guide
Use this link.
I am unable to downlod the template
Try again, Pravin.
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
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?
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!
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?
Can you please send me a snapshot of error? It’s working on my side.
I have uploaded a screen shot below.
I’m sorry you faced this problem. Check your inbox now.
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?
Find attached a screen shot for your review
There is no snapshot I have found. But I have sent you an email again.
https://uploads.disquscdn.com/images/cb653a49bfa7842d26d4d5352e18106b6217b3f446d217e69e4018739cd7f5e1.png
Hello Puneet, are you able to help me? I uploaded the screen shot. anything to help?
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
Show me your error snap-shot.
Thank you, your template really help me. Keep on man!
Thanks for your words.
Please how can I download this nice template. I need your help
Download from here ==> https://excelchamps.com/files/
Wow, This is the cools DSR Template ..but unable to download it, can you send to me on gshuvishesh@gmail.com.
Thank in Advance.
Download from here, Vishesh ==> https://excelchamps.com/files/
do you mind to send me this template on email, cant download it using the link above
Can you help me to add in another trend line for daily costing so that we can see the profit margin. Thank you.
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?
Check Your Mail Torstein.
Just Sent You.