The sales report is compiled according to the planned and actual data. It allows you to analyze the position of the company, which has developed in relation to attracting consumers. Based on the information in this report, it is possible to draw up plans for further production activities, as well as optimization of its process.
Instructions
Step 1
Start your sales report by writing a header. In the upper center area of the sheet, step back two or three centimeters from the edge and write the word "report" in large print. Then immediately below it write: "on sales" - and next to it, indicate for what period this document was drawn up. After that, what is the department of the company, your position, name, surname and patronymic.
Step 2
Complete the first point. Describe in it the value of the planned sales volume. Note how much it will be necessary to attract new customers (customers) and how much money you need to get from regular ones.
Step 3
Enter the real values in the second paragraph. Then calculate how much, as a percentage, the targets were exceeded. If they were not exceeded or were equal to them, then this means that the plan was not fulfilled. In this case, write down a value that will reflect how much money was not enough to reach the expected results. Make a schedule for each week of the reference period. So you will immediately see at what time sales increased and at what time they decreased.
Step 4
Describe the reasons why the plan was not completed. Note why employees were unable to complete the task. Maybe the indicators were greatly overestimated, and in fact they could not attract the planned number of customers.
Step 5
Indicate in the third paragraph, if the plan is overfulfilled, all the participants who contributed to this. Be sure to include the names of the best employees. Mark the names of the largest enterprises that participated in the purchase of products for the first time.
Step 6
Make recommendations for improving the performance of the production department. For example, note that you need to attract new employees to work, purchase the necessary equipment, and expand jobs.
Step 7
Make a sales plan for the next period. Give the approximate numbers that employees should strive for. Calculate the basic profit of the department.
