There are many aspects to managing a sales department. A sales report displays the sales information of each service
How the system works
This template is designed to automatically configure service sales reports using your leads, clients, and contracts databases. 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
Install your Service sales report template in Google Sheets by clicking the button above. You will be asked to log in with your Google account. Once you’ve authorized, your
Step 2. Open all spreadsheets
As you can see on the Network View in the image below, your master spreadsheet “Service sales report” is connected to 3 different input spreadsheets “Leads (Sales)”, “Clients (Sales)”, and “Contracts (Sales)”. To open all of these spreadsheets, and start using the template, click on each spreadsheet icon.
Step 3. Fill out the input spreadsheets
Fill out the 3 input spreadsheets “Leads”, “Clients”, and “Contracts”. You will find two tabs in each of these spreadsheets: one with instructions and one input tab where you can easily overwrite the sample data with your own leads, clients, and contracts.
Step 4. Configure the template
Go back to the
- Top 10 clients per value
- Leads per stage
- Contracts per state density
You are all set! 🙂
Congrats! You’ve successfully configured your Service 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 our