About template

Sales reports shouldn't just list numbers - they should tell the story of your team's performance. This template organizes quarterly or monthly sales data into clear sections that help teams understand what worked, what didn't, and where to focus next.

Starting with wins and highlights sets a positive tone before diving into the numbers. The template includes spots for all essential metrics: revenue against targets, conversion rates, average deal sizes, and sales cycle length. Activity summaries show the work behind the results - meetings held, leads generated, campaigns launched. Forecast sections help teams plan ahead, while the challenges slide encourages honest discussion about obstacles and learnings.

Creating these reports in Ellty speeds up the whole process. Sales managers can pull data from different sources while team members add their insights. Real-time collaboration means regional managers can update their numbers simultaneously. The presentation tracking shows who's reviewed the report before meetings, helping you prepare for questions. Whether presenting to executives, sharing with the broader team, or analyzing performance internally, this template turns raw sales data into actionable insights.