There are many aspects to managing a sales department. A sales report, for example, displays the sales information of each service
Sales report template
This template automatically configures service sales reports using your leads, clients, and contracts databases. In other words, the 3 input spreadsheets are connected to the master spreadsheet “Service sales report” using Sheetgo.
Let’s get you started!
Step 1. Install the template
You can install the sales report template in Google Sheets by clicking the button above. Login with your Google account. Sheetgo simultaneously creates your Sheetgo account, after you completed the authorization. After that, you will be redirected to the
Step 2. Open all spreadsheets
Your master spreadsheet “Service sales report” connects to 3 different input spreadsheets “Leads (Sales)”, “Clients (Sales)”, and “Contracts (Sales)”. Click on each of these spreadsheet icons to open all spreadsheets, and most importantly, start using the template. To illustrate, take a look at the Network view of the system on the image below.
Step 3. Fill out the input spreadsheets
Fill out the 3 input spreadsheets “Leads”, “Clients”, and “Contracts”. Each spreadsheet consists of two tabs: one with instructions and one input tab where you simply overwrite the sample data with your own leads, clients, and contracts.
Step 4. Configure the sales report template
Go back to the
- Top 10 clients per value
- Leads per stage
- Contracts per state density
You are all set! 🙂
Congrats! You successfully configured your sales report template in Google Sheets. Feel free to customize this system to your own company’s needs and do not hesitate to contact us in case of any difficulties/special requests.