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Create the Sales Report Your CEO Wants to See in 2019
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Use this spreadsheet to cut through the clutter of too many stats and quickly generate a dashboard of the top eight sales metrics your CEO is actually interested in seeing.
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Here’s how to use the dashboard:Want to transform your sales team into a closing machine?
Get the business proposal software that streamlines the creation of quotes, contracts, and other sales documents.
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1. Input your numbers in the appropriate tabs found in the bottom right of this sheet: Data, Targets, and Accounts Closed.
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2. Open the tab called “Dashboard” to view the charts that your numbers from step one will populate.
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3. You can change the “Sales Report” title in blue at the top by double clicking on the text.
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4. There are two ways to share your report:CONTACT OUR SALES TEAM
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a. Click the “Share” button in the top right corner, or
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b. Download and share your report as a PDF by choosing File > Download as > PDF
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5. You can reuse this spreadsheet to recreate reports every month.
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