Sales Analytics Tips: How to Write a Monthly Sales Report
Watch this sales analytics tutorial and learn how to set out the data in your monthly sales report, and exactly where to get it from. Head to https://pxlme.me/zoh1tYLi to check out NetHunt CRM for Gmail, a powerful sales automation tool that lives inside your inbox. Sign-up today for free.
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Time-codes:
0:00 Sales analytics tips: how to write a monthly sales report
0:52 What is a monthly sales report?
1:23 What makes up a monthly sales report?
1:48 #1. Summary.
2:06. #2. The outcomes.
2:29. #3. Timeline.
2:55 #4. Statistics.
3:04 How to create a sales report in NetHunt CRM
4:50 Sales report presentation template
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What is a monthly sales report?
A monthly sales report is an aggregation of all the sales data a company has accrued, presented every month. It outlines different trends happening in sales volume, analyzes the numbers between different steps of the sales funnel, and visualizes the performance of sales reps.
What makes up a monthly sales report?
Well, sales reports vary in timing, content, and other variables. Generally, the structure of a professional report remains the same; offering an insight into current conjecture, actual progress, incomplete tasks, expected terms, and other important elements that describe progress.
The beginning should always be a summary. A brief description of the project in progress provides a brief introduction to a certain scope of activities to facilitate further processing. The introduction should include the project scope and any other relevant data needed to distinguish it.
The next part comprises your outcomes. This is at the core of your report - how has the previous month's activities gotten you here - and where is here exactly. If more context is required for this information, it should be included in the…
Timeline. A section of more depth regarding the milestones achieved this month. Like you'd expect in a timeline section, you need to include which work was executed, whether schedules were met or not, and the data of completion for that particular work. It's common for institutions to include this section as a colour-coded table, with the colours indicating the completion levels of tasks.
Next, your statistics for the last month. This is all the data that you've based your report on, and it's super easy to get hold of in NetHunt CRM. Implemented correctly, you can create as many reports as you want with different managers, team members, or pipelines.
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-----------------------------About NetHunt CRM-------------------------------
NetHunt is a fully-fledged CRM, designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.
NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration, as well as covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.
Our customers use NetHunt to get jobs done:
To automatically capture leads via webforms.
To send out drip campaigns and nurture leads.
To organize client and lead databases.
To capture leads with LinkedIn integration.
To sync their Gmail activity with CRM and track sales processes.
To sync their sales funnel with CRM stages, statuses, and tags.
To manage individual and team tasks.
To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
To integrate NetHunt with other apps that they use every day.
To store and access every moment of customer interaction with their sales team.
To remind them about important calls, meetings, follow-ups.
To monitor sales metrics and improve sales performance.
To sync activities between sales, marketing, and support departments.
To never miss a potential lead.
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#salesreport #CRM #salespipeline
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