10 Beautiful Monthly Sales Report Templates to Stay on Track (2024)

More than half of marketers allocate about 50% of their budget to generating leads and closing sales.

Given this significant investment in sales, it's only expected that sales teams, managers and executives monitor sales metrics to improve sales performance. That's where sales reports shine.

A monthly sales report provides a quick snapshot of your company's performance. It reveals what's working and what needs attention, so you can make informed decisions.

Creating a professional monthly sales report from scratch might be challenging, especially if you lack the expertise. However, a sales report template can streamline the design process and help you produce your report quickly.

In this article, we’ll show you a simple step-by-step process to create your sales process. We’ve also included 10 specially selected and unique monthly sales report templates that you can customize right away.

Table of Contents

• What Should Be Included In a Monthly Sales Report?
• 10 Monthly Sales Report Templates
• How to Create A Sales Report With Visme
• Monthly Sales Report FAQs

What is a Monthly Sales Report?

A monthly sales report is a document that reviews a company's sales performance for a specific month. It provides an overview of the sales team’s activities and performance month to month, especially when conducting them regularly. Monthly sales reports highlight a variety of sales processes that happen within an organization like, sales volumes, sales trends, performance along the sales funnel and sales rep performance.

This monthly sales report template will give you a good idea of what they look like and what their purpose is. This report in particular includes sales highlights, the best-performing sales funnel, sales volume by country, competitor pricing and sales by contact method and channel.

What Should Be Included in a Monthly Sales Report?

The content of a monthly sales report can differ based on the type of business, the goals, the size of the business and lots more.

However, there are some basic elements you should include in a sales report.

Highlights/Summary

The first section of your sales report needs to give a snapshot of the report and the important metrics monitored during the month. This is necessary because it gives executives an opportunity to skim through it instead of reading the full version of the report.

Your highlight/summary section should include high-level numbers, such as total revenue, sales growth and major achievements or challenges. This will help to give better insight and also proffer solutions to any issue that exists.

Sales Data Analysis

This section of your sales report should give a breakdown of relevant data and sales processes needed for a better understanding of the report.

You can utilize this section to provide detailed review on various aspects of sales based on product or service performance, geographical and regional performance, customer metrics and sales team performance.

Here are some KPIs you can showcase for each section:

Product/Service Performance

• Sales volume
• Total revenue
• Total units sold
• Average transaction value

Geographic or Regional Performance

• Sales volume per region
• Percentage share of total sales per region

Sales Team Performance

• Number of deals closed
• Revenue or Quota achieved
• Sales length cycle
• Sales activity, such as the number of phone calls made or emails sent

Customer Data

• Number of new customers acquired
• Customer lifetime value (CLV)
• Customer Acquisition Cost
• Lead or referral source
• Customer Retention rate/Churn Rate

Sales Channels Performance

• Online vs Offline sales channel conversion rate
• Click-Through Rate
• Lead generation rate per channel
• Sales funnel conversion rate

You can provide a summary assessment of the sales performance for each aspect reviewed. Note that you don’t need to add every of these KPIs in your monthly sales reports. The most crucial factor to take into account is how the data within these reports aligns with your objectives and supports the achievement of broader business goals.

Conclusion/ Key Findings

The conclusion section of your monthly report should sum up the key takeaways and provide a clear, concise conclusion based on the data analysis. This is best done by comparing the current sales assessment with the previous month to see if any significant progress has been made.

A key findings page, for example, could be this profit/loss statement template that highlights the total revenue, then expenses and finally the total income. This template can be a sales report in itself, or part of something bigger.

Challenges

This section of your sales report is an opportunity to give a review of the specific difficulties your sales team faced in the last month. It should be balanced and provide an honest picture.

Use data to illustrate the extent to what challenges affect sales performance. For example, you could mention a 5% decrease in sales revenue due to the misalignment between sales and marketing or that you lost two clients due to shipping delays.

Recommendations and Strategies

Utilize this section to suggest actionable steps or strategies based on the conclusions drawn. Your recommendations should address any issues or opportunities identified during the analysis.

You can offer a brief outline of how each recommendation can be implemented. This could include timelines, responsible parties and necessary resources. It’s also important that you acknowledge potential risks or trade-offs associated with your recommendations.

10 Monthly Sales Report Templates From Visme

Now let’s look at some templates that can help you create your sales reports seamlessly.

Visme offers a vast collection of expertly crafted sales report templates to assist you in producing excellent sales reports.

You can quickly customize the templates to match your style and brand using our user-friendly drag-and-drop interface.

Hear what one of our customers has to say about their experience with Visme:

Now, let’s have a look at 10 sales report templates you can customize right away:

Consumer Goods Monthly Sales Report Template

Looking for a template to showcase your monthly performance metrics in an outstanding and easy-to-understand format? This template is a perfect fit.

With a striking and modern layout, this performance-focused template is simple but very eye-catching. Each page features attractive graphic elements like crisp stock photos and icons. It also uses interactive charts, graphs and widgets to highlight and compare your company’s current progress with last month’s performance.

Utilize this template’s section to show your executives how well your team has performed, monthly and weekly profits or losses, the challenges encountered and what you can do to improve.

Visme's user-friendly editor makes it simple to customize your sales reports to match your company's aesthetic. The brand wizard feature allows you to customize every design you create with your brand assets. Enter your domain name and the wizard will retrieve all of your brand assets from your website and store them in your branding kit.

Computer Hardware Company Monthly Sales Report Templates

Give executive and stakeholders a comprehensive insight into your sales performance with this modern and professional sales report template.

This template's layout creates a sense of equilibrium and harmony throughout the document. Your viewers will be able to quickly and easily skim your report because of its strategically positioned and aesthetically pleasing content sections.

Use the template’s sections to assess your sales performance by highlighting your company’s profit metrics, units of product sold, revenue generated and sales target vs gain.

Visme's built-in collaboration features make it simple for multiple team members to work on and refine a single sales report at the same time. Team members can make changes, add comments and respond to one another in real time. With the Workflow function, you can delegate design or other report creation-related tasks to individual team members.

Financial Overview Sales Report Template

Looking to impress your executives with a sales report that gives an excellent corporate feel? This stunning sales report template is what you need.

With a spectacular and amazing design, this template contains all the right graphic elements to impress your audience during presentations.

The combination of bright and dark blue with white colors creates a striking contrast. Each page contains modern icons, visuals and design assets, all sourced from the Visme library.

Utilize this template to track the progress of your monthly sales goals and take corrective action if needed. With the sections, you can give an overview of your sales goals, budget allocation and financial analysis.

To customize this template for a regular monthly sales report, simply edit the pages to add data and other elements to suit your preferences.

Need to edit your images? Visme's AI image touchup tools allow you to streamline the editing process. You can unblur low-quality and smudged photographs, upscale them without sacrificing resolution or clarity and delete undesired items and backgrounds in your images.

Quarterly Sales Report Template

This captivating sales report can be used for quarterly and even monthly reviews. It contains an aesthetically pleasing design layout, high-quality visuals, icons and a table of contents page to direct your audience’s attention to important data or information.

With this template, you can evaluate your company's sales channel's performance, including the performance of marketing funnels and ads and the profit generated by each funnel.

Visme offers a vast collection of high-quality images, static graphics, illustrations, forms, icons and animated graphics.

However, if you're having trouble finding suitable graphics for your sales report, Visme’s AI Image Generator is your best bet. Simply describe the kind of image you wish to generate in a prompt and watch the AI create it.

Whether you're looking to make an image, a painting, a 3D graphic, an icon, or some abstract art, the tool can help you create it in seconds.

You can also use our drag-and-drop editor to change the entire table structure in this template or pick a preferred layout based on your business needs.

Start-up Monthly Sales Report

Utilize this start-up monthly template to create a detailed overview of your monthly sales activities.

This monochrome-colored template has an alluring simplicity. The concise and straightforward design lets the reader see your sales success.

You can easily spotlight your sales team, customer metrics, product and financial performance with this report and use the data for strategic decision making.

If you don't fancy the black-and-white theme, you can change the colors to something more vivid with our theme color feature.

Use Visme's interactive features, such as pop-ups, hover effects and clickable links to reference additional resources or information on your sales reports.

For instance, let’s say your summary page mentions an important piece of data that can be found on the customer metrics page.

Instead of allowing your readers to scroll all the way, connect these pages by creating clickable links. You can also attach other important resources to your report and make them easily accessible by embedding their link to any text.

Tech Monthly Sales Report

Take your monthly sales report from basic to spectacular with this tech sales report template.

The template is perfect for any team that needs to review their sales performance and operations and how much progress has been made in different locations.

With its bright colors and super-attractive layout, your audience will enjoy going through every page of this report.

Utilize Visme’s data visualization tool to easily visualize your financial performance, product performance, geographical sales analysis data and more. In Visme’s editor, you’ll get access to customizable charts, graphs, maps and widgets.

You can even level up the geographical sales analysis page by adding data maps instead of a regular table chart.

To do this, go to the sidebar of your Visme’s editor, click on the data feature, select map and pick the specific locations you want. Input the data and voila! You have a remarkable map displaying geographical data in a unique way.

Marketing Monthly Sales Report

Do you want to do a quick review of your company’s sales progress while making the important details stand out? This marketing monthly sales report template is your sure bet.

With contemporary and appealing visuals, this template is great for large companies with vast sales operations.

Utilize this template to highlight figures that show your overall financial performance, how your product is performing, geographical and regional performance, how your sales teams are performing and so on.

To improve audience comprehension and clarify specific sections or pages of the report, you might use media elements such as audio and video. Use clickable links to connect it to your report.

Visme’s shortcut tool makes locating design items in the Visme editor simple. You can search for the necessary functionality by typing the forward-slash (/) on your keyboard, which will cause a search bar to appear.

E-commerce Monthly Sales Report

This monthly sales report example has an exquisite layout for businesses that want to focus on sales performance statistics.

Use this template to analyze your company's financial performance, geographical sales and product sales and provide recommendations for sales improvement.

Need to import data from Excel, Google Sheets/Analytics, or Survey Monkey into any of your tables? You can do this seamlessly on Visme’s editor. Just click on the table, select connect data and select the app where the figures will be sourced from.

Visme's Dynamic Fields makes it simple to tailor your sales reports for various stakeholders.

Incorporate custom fields into your sales reports, such as client name, email, address, role and organization. Next, make a copy of the sales report and edit it by replacing the data in the dynamic areas. The document will update automatically.

Consultancy Monthly Sales Report

Showcase the sales data points of your company with this sleek sales report template. The white background color allows the other graphic elements to pop out, creating catchy visual imagery.

Use this template to assess your company’s financial well-being by pointing out the progress you’ve made so far in activities like product sales, customer acquisition and retention and any pitfalls you’ve encountered.

You can change the background color to suit your preference and add more images, icons and other design elements to illustrate the necessary information.

Utilize Visme Analytics to monitor the degree of interaction with your sales reports. With indicators such as Views, Unique Visits, Average time read and many more, you may obtain specific information on how readers have interacted with your sales reports.

SaaS Company Quarterly Sales Report

Give your executives a detailed insight into your SaaS sales performance with this modern and interactive template.

The polished template has an eye-catching design and a gorgeous blue color scheme. It is specifically designed to grab the interest of your readers and take your content to a professional level.

This template is designed for quarterly or even yearly sales reports but can still be used for monthly sales. Utilize the template’s sections to summarize product sales, sales team top performers and customer metrics.

Take this template to another level by adding a flipbook effect to your sales report so readers can flip through the pages like they’re holding it in their hands.

Pro Tip: Save time when creating your first monthly sales report and use Visme’s AI Report Writer. In the prompt, explain what you’d like to include in your sales report and what data viz sections you need. The chatbot will suggest a few style options to choose from and then it will generate your monthly sales report. All you have to do is give it the finishing touches. Then, after that, all you need to do every month is update the information.

How to Create a Monthly Sales Report With Visme

One amazing thing about using Visme’s templates is that without prior design skills, you can create an interactive and professional sales report for your company or business.

Here are six simple steps to create a sales report with Visme.

Step 1: Create a Visme Account Or Log into Your Editor

Just create an account here or log in to the Visme editor if you already have one. Once you do this, you will have access to a vast selection of templates and tools.

Ensure that everyone involved in creating the monthly sales report is invited to the workspace. Then, you can use the workflows feature to assign them specific tasks within the sales report and work on the report together, every month.

Step 2: Select a Sales Report Template

With a wide range of templates available in Visme’s library, you're sure to find a sales report template that fits your needs.

Check out the options for templates that we've provided in this guide and pick the one that works best for you. If you want more options, you can choose from Visme’s template library.

To get started, access the Visme dashboard and select Create New > Project. Then, scroll to the Sales Reports section to choose a template that suits your needs.

You can also start from a blank canvas if you wish to design from scratch.

Step 3: Gather Your Sales Data

Now that you’ve chosen your template, you need to collect vital information to create your report. Gather your sales data from a variety of sources, including accounting records, CRM systems and sales tools.

Visme makes it easy to integrate with third-party applications like Salesforce, Zendesk and Hubspot. With this integration, you can quickly gather relevant customer and sales data, examine trends and discover opportunities to include in your recommendations.

Step 4: Input Your Content and Sales Data

Replace the sample text in the template with your own. Visme's editor is incredibly user-friendly, making it simple to insert, modify, or delete material and rearrange design elements on the canvas. Visme's AI writer can assist you in polishing your draft or fleshing out your ideas. Just type in your prompts and the AI will generate your answers.

The next thing to do is input your sales data and key metrics. With Visme’s data visualization software, you can manually input your data. To access data visualization features in Visme, click “Data” on the left tab. You’ll find options for:

• Charts and Graphs
• Diagrams
• Tables
• Maps
• Data Widgets

Choose your preferred data visualization feature and start inputting your data.

You can also change the format of your data on Visme. You can adjust the rows and columns in your table, change your map chart to a vertical bar chart with just one click. You don’t have to worry about losing your data because it is automatically saved once inputted.

If you don’t want to go through the stress of manually inputting data, you can import the data from third-party software such as Excel, Google Sheets, etc. Watch this video to see how this feature works.

Don’t forget to add relevant captions and legends for your data visualizations. Their sections need titles and subtitles for the viewer to get a quick idea of what they’re looking at.

Use the Visme AI Writer to help you write short introductory phrases to accompany your data visualizations. Likewise, you can use the tool to condense longer text or find better wording for your captions.

Step 5: Customize Your Report

After inputting all the required data, you can access a wide range of customization options on Visme’s editor.

• Customize the report’s font, colors, themes, etc. to your brand’s preferences. There are different colors, color presets and schemes in the Visme editor. Take advantage of Visme’s Brand Design Tool to generate branded documents with your identity and assets.
• To keep readers engaged, you can add interactive icons, 3D animations, illustrations, etc., to your sales report. Visme's library provides a wide variety of icons and illustrations.
• Access thousands of stock photo options from Visme’s library or generate new high-resolution images with our AI image generator to make your report look more appealing.

You can make your report interactive by

• Adding animated text and images,
• Utilizing popups to expand on existing information
• Using clickable links to link to external reports, videos, etc.

Step 6: Publish and Share Your Sales Report

Once you are done customizing, you can share and publish your document easily. You can share it with your stakeholders by generating an online link.

You can also convert your report to different formats: image (PNG &PNG), PDF, GIF and MP4 without worrying about the design quality going down the drain.

Monthly Sales Report FAQs

Do you still have questions about monthly sales reports? These frequently asked questions will help clear those doubts.

Q. How Do You Write a Monthly Sales Report?

To write a monthly sales report, you must follow these steps:

• Set a goal for your report. Is it for sharing with your sales team or to show senior management?
• Collect the relevant data for the month in question.
• Choose a template from the Visme template gallery that matches your brand’s style.
• Write the introduction and summary for the start of the report.
• Visualize your sales data in charts, graphs and tables.
• End the report with suggestions and an action plan.

Q. How Do You Format a Sales Report?

To format a sales report, you need to follow these steps:

• Outline the contents of your report in a document or whiteboard.
• Separate the data and information into sections that make sense as groups like; sales volume by channel, revenue closed by rep, up-sell and cross-sell rate etc.
• Use a template to help you organize the data effectively and in order.
• Ensure that every section has a relevant title and description. Do the same for the visualizations and their captions/legends
• Add a table of contents to the beginning of the report and don’t forget to number the pages.
• Create a cover for the report that includes the date, the team and what exactly you’re reporting on.
• Share it as a digital document with a live link so all edits and updates are reflected automatically for all recipients.

Q. What Is a Monthly Sales Summary?

A monthly sales summary is the short, condensed version of your monthly sales report. If your report is long and includes many sections, it’s a good idea to open the document with a summary.

Having a summary at the beginning of a monthly sales report allows your audience to get an idea of what they’ll be looking at and what to expect during the monthly sales report analysis.

Q. What Is Monthly Sales Analysis?

In a monthly sales analysis, you review monthly sales data to identify patterns and trends and make future sales decisions about your product, promotions, pricing, inventory or customer needs. The information you gather from a monthly sales analysis is what goes into your monthly sales report.

Create Detailed and Stunning Monthly Sales Reports with Visme

An effective and detailed monthly sales report will help you see where your business is headed when it comes to sales.

Making a professional monthly (or quarterly) sales report is seamless with Visme’s report maker, even if you have limited or no design experience. Visme's intuitive and user-friendly editor, professionally designed template and robust design features make it a staple for creating a wide variety of business assets.

You also have the option to collaborate with your team while creating the report, share it easily with stakeholders and even track your sales report engagements.

Visme is not just limited to sales reports. It's also the perfect pick for creating other sales enablement content like sales collateral, training materials and others to help you improve your overall sales performance.

Upgrade your sales report and streamline your sales performance with a Visme account today!