Weekly Sales Call Report is a ready-to-use excel template to review sales calls made and the performance of a large sales team during the week.
Additionally, this template also consists of individual Sales Call Report along with a printable version. It displays a summary of new and follow-up calls made during the week.
For better sales, it is mandatory for the management to weekly review the work of the sales team. Reviewing the number of new calls made, the number of follow-up calls made and the number of converted sales.
This helps to individually look into the performance of each salesperson on a regular basis and take important decisions.
We have created a simple and easy Sales Call Report Excel Template with predefined formulas and formating. All you need to do is to enter the data on a regular or weekly basis and your Sales Call Report is ready.
Click here to download Weekly Sales Call Report Excel Template.
Click here to Download All Sales & Marketing Excel Templates for ₹299.Additionally, you can download other sales templates like Sales Performance Evaluation Template, Sales Campaign Planner, Sales Lead Follow-up Planner, Online Sales Tracker, Daily Sales Report, Sales Revenue Analysis, Consolidated Annual Sales Report and much more from our website.
Let us understand the contents of the template and how to use it.
This template consists of 4 sheets:
The salesperson list consists of names and regions of all your salespersons. It is used to create a dropdown list in the call report sheet.
Create a new sheet of this copy and share this with your sales team. Instruct them to submit this report every week. This will help you to update your weekly call report sheet.
This sheet consists of the name of the sales executive and his region at the top. Insert the name and region in the light blue cells.
The first column is of the weekday, the second column consists of new call and follow-up calls headings. Insert the number of new as well as follow-up calls made against the respective weekday.
In the end, this sheet consists of the following heads displaying the summary of the sales activity:
Total Calls: This cell sums up the total calls made during the week. No need to enter anything in this cell as it consists predefined formula.
Converted Calls: Insert the number of calls that converted during the week.
Conversion %: The template automatically defines the percentage of calls converted. Do not enter anything in this cell as it is auto-populated.
Weekly Sales Achieved: Insert the actual amount of sales made during the week.
Weekly Sales Target: Insert the target sales given according to the KRA.
Target Achieved %: This cell finds the percentage of target achieved.
Lastly, this sheet consists of a remarks section and the signature section. The sales executive can insert any remarks if applicable and get it approved by the supervisor and department head.
This sheer is the replica of the Individual sheet. You can give this printed sheet to your sales executive and demand the sheet at the end of every week.
Click here to download the Blank Printable Sales Call Report.
The cumulative report consists of a report on your complete sales team performance during that week. You can use this sheet to report every week to higher management.
Additionally, this report will provide insights into the sales activities and the performance of the team. It helps to take important decisions such as making changes in teams, training employees, etc.
This sheet consists of 2 sections, one is sales data and the second is the sales summary.
It consists of the following columns:
Salesperson: Select the name of the sales executive from the dropdown list.
Date: Insert the first date of the week and the template will automatically fetch the rest.
Day: No entry to be made. Upon inserting the date, the sheet fetches the day using the TEXT Function.
New Calls: Insert new calls made by the sales executive or insert the data from the submitted report.
Follow-up Calls: Insert new calls made by the sales executive or insert the data from the submitted report.
Sales Summary consists of the following columns:
Total Calls: This cell sums up the total calls made during the week. No need to enter anything in this cell as it consists predefined formula.
Converted Calls: Insert the number of calls that converted during the week.
Conversion %: The template automatically defines the percentage of calls converted. Do not enter anything in this cell as it is auto-populated.
Weekly Sales Achieved: Insert the actual amount of sales made during the week.
Weekly Sales Target: Insert the target sales given according to the KRA.
Target Achieved %: This cell finds the percentage of target achieved.
This template can be useful to sales executives, team leaders, sales managers and higher management of the companies.
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If you have any queries please share in the comment section below. We will be more than happy to assist you.
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