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.
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.
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.
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 this template from here to try it yourself.
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.
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.