Sales Report Template: Weekly, Monthly or Quarterly
Build a sales report in minutes: revenue against target, deals won and lost, win rate, average deal size, new opportunities and pipeline, each compared with the previous period, plus the largest deals, highlights, risks and next steps. Choose weekly, monthly or quarterly, then print, save as PDF or copy into a spreadsheet. Free.
Enter the numbers for this period and, if you have them, for the previous one: win rate, average deal size and the change are worked out for you. Add the largest deals and a few lines on what happened. The draft is kept in this browser until you start over.
Sales report template: what it covers
| Part | Shows |
|---|---|
| Headline: revenue, target, change | The result |
| Won, lost, win rate, average deal | How it was won |
| New opportunities, open pipeline | What comes next |
| Largest deals won | Where it came from |
| Highlights, challenges, next steps | The story |
Example
A mid-market team closes 152,000 in October against a 140,000 target: 152,000 ÷ 140,000 = 108.6% of target, and +18.8% on September’s 128,000. It won 11 deals and lost 17, a win rate of 11 ÷ 28 = 39.3%, up 8 points from 31.3%. The average deal is 152,000 ÷ 11 = 13,818. Click Load example to see the full report.
Weekly, monthly or quarterly
| Report | Read by, focus |
|---|---|
| Weekly | The team: pipeline, activity, next week |
| Monthly | Sales managers: target, win rate, deals |
| Quarterly | Leadership: trends, forecast, plans |
The copied text is tab-separated, so the numbers paste into a spreadsheet as a table. Track the KPIs behind the report with the sales KPI template, compare reps with the sales rep scorecard and plan the next period with the sales forecast calculator.
Frequently asked questions
What should a sales report include?
Revenue against target, deals won and lost, win rate, average deal size, new opportunities and open pipeline, each compared with the previous period. Add the largest deals won, the main highlights and risks, and the next steps with owners. Keep it to one page so it gets read.
How do I write a weekly sales report?
Use the same layout every week: the numbers for the week next to last week’s, the deals won, two or three highlights, the deals that are stuck or slipping, and what the team will do next week. Send it on the same day each week, before the team meeting.
How is the change on the previous period calculated?
Change = (this period − previous period) ÷ previous period × 100. Revenue of 152,000 after 128,000 is +18.8%. For rates such as win rate the template shows the difference in percentage points instead: 39.3% after 31.3% is +8 points.
What is the difference between a sales report and a sales dashboard?
A dashboard shows live numbers in a CRM or BI tool and is checked at any time. A report is a snapshot for one period with comments: what happened, why, and what comes next. Most teams use both: the dashboard for daily work and the report for managers.
How often should sales reports be made?
Weekly for the team’s own pipeline and activity, monthly for sales managers and quarterly for leadership and the board. The longer the period, the more the report should explain trends rather than list individual deals.
Is what I type stored or sent anywhere?
No. The report is built in your browser and the draft is saved only in this browser so you can come back to it. Nothing you type is sent to SalesBond or anyone else. Click Start over to clear it.
Related tools: sales KPI template, sales rep scorecard, sales forecast calculator. More on sales and running a sales team on the SalesBond blog and the home page.
Official sources
- Wikipedia, Management reporting — regular reports that compare results with targets and earlier periods.
- Wikipedia, Sales operations — sales reporting, pipeline and forecasting.
- Wikipedia, Performance indicator — choosing the numbers to report.
Updated on Nov 6, 2026. This calculator is for information only and is not tax, legal or payroll advice. Enter numbers from your CRM for the same dates in both periods, or the comparison will mislead.
