Incorporate visualizations to present data

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Highlight the central data insights
Granted, your sales reports can provide an endless supply of information and insights. But it’s important to know which are worth investigating and how to present your findings in your report. Ensure there’s space provided within your sales report template to explain the results shown.

For example, your data may indicate a spike in closed deals over the past month compared to the month before. If you’ve implemented a new sales strategy over this period that could account for the rise in sales, it would be wise to include that information next to those results to provide context.

There’s no denying that people usually respond better to information presented using visual elements rather than a wall of text. That’s why data visualization is a key component of an effective sales report template.

If you’re using a CRM like Nutshell with robust reporting features, albania mobile phone number you can take advantage of its attractive line charts, area charts, pie charts, bar graphs, scatter plots, histograms, tree maps, heat maps, and more.

Effective sales report template examples
To help you get started on your sales reporting journey, we’ve gathered four of the most popular sales report template examples. Using these templates will help you understand the most important metrics to track and gather, as well as how best to present them to your specific audience.

If you’re looking for an easier way to create and present your sales reports, we recommend investing in a reputable CRM system like Nutshell.

You’ll find the following template in this section:
Daily sales report template
Weekly sales report template
Monthly sales report template
Basic sales forecast template
1. Daily sales report template

Source: SmartSheet
Download this template

This sales report template is ideal for monitoring daily sales performance metrics across a spectrum of products. It’s a simple