By analyzing past sales data, businesses can create forecasts
Posted: Thu Feb 20, 2025 6:22 am
To make it easier for you, we have presented 8 different examples of sales report types and how to create them, along with their respective formulas.
1. Sales Pipeline Report
A sales pipeline is a visual representation of the sales process, from generating a lead to closing a sale. It helps sales teams track their prospects through each stage of the sales cycle.
By monitoring the pipeline, sales teams can identify potential bottlenecks and adapt their sales strategy accordingly. The pipeline also provides insights into the associated tasks and the amount of revenue to be expected, allowing companies to plan and allocate their resources accordingly. A well-managed sales pipeline is essential for companies looking to optimize their sales process and drive growth.
How to create?
You can create an Excel sheet with the following columns: Company Name, Contact Name, Contact Email, Stage (as a drop-down list) and Value: Company Name, Contact Name, Contact Email, Stage (as a drop-down list) and Value. You can configure it in Excel as shown below:
screenshot of sales report template
If you don't want to create shandong cell phone number list it yourself, you can find the template here
sales pipeline in Salesflare
This is what a typical pipeline looks like in Salesflare
2. Conversion rate
In addition to the pipeline, you need to report on the conversion rate of your leads. This report analyzes the evolution of your leads in the pipeline.
It also gives you an idea of ​​conversion rates from stage to stage, as well as the average length of time each won opportunity stayed at each stage of the sales pipeline, giving you a good overview of the time and effort required at each stage.
The formula
Conversion rate for a stage = (Number of opportunities that moved to the next stage / Number of users in the current stage) x 100
sales funnel analysis report
Funnel Analysis for a Pipeline on Salesflare
3. Sales forecasts
Sales forecasting is the practice of making predictions about a company's future revenue for a set period of time, usually a month, quarter, or year. It involves estimating the quantity of products or services that will be sold during that period.
Accurate sales forecasts allow businesses to make informed decisions about how to allocate resources and budget effectively. that help them plan for growth and stay competitive in their industry.
1. Sales Pipeline Report
A sales pipeline is a visual representation of the sales process, from generating a lead to closing a sale. It helps sales teams track their prospects through each stage of the sales cycle.
By monitoring the pipeline, sales teams can identify potential bottlenecks and adapt their sales strategy accordingly. The pipeline also provides insights into the associated tasks and the amount of revenue to be expected, allowing companies to plan and allocate their resources accordingly. A well-managed sales pipeline is essential for companies looking to optimize their sales process and drive growth.
How to create?
You can create an Excel sheet with the following columns: Company Name, Contact Name, Contact Email, Stage (as a drop-down list) and Value: Company Name, Contact Name, Contact Email, Stage (as a drop-down list) and Value. You can configure it in Excel as shown below:
screenshot of sales report template
If you don't want to create shandong cell phone number list it yourself, you can find the template here
sales pipeline in Salesflare
This is what a typical pipeline looks like in Salesflare
2. Conversion rate
In addition to the pipeline, you need to report on the conversion rate of your leads. This report analyzes the evolution of your leads in the pipeline.
It also gives you an idea of ​​conversion rates from stage to stage, as well as the average length of time each won opportunity stayed at each stage of the sales pipeline, giving you a good overview of the time and effort required at each stage.
The formula
Conversion rate for a stage = (Number of opportunities that moved to the next stage / Number of users in the current stage) x 100
sales funnel analysis report
Funnel Analysis for a Pipeline on Salesflare
3. Sales forecasts
Sales forecasting is the practice of making predictions about a company's future revenue for a set period of time, usually a month, quarter, or year. It involves estimating the quantity of products or services that will be sold during that period.
Accurate sales forecasts allow businesses to make informed decisions about how to allocate resources and budget effectively. that help them plan for growth and stay competitive in their industry.