Free, Downloadable Sales Report Templates
Ambition is proud to add free sales report templates to our sales template library!
Download, copy and use these report templates to provide complete visibility for your
executive leadership team, your managers, reps and more.
These sales report templates provide the exact KPIs you should measure and report on daily, weekly, or monthly. Make a copy of the template, fill in your team information and your real numbers, and that’s it! These report templates are a must for every sales manager looking to increase visibility, motivation, and performance for both in-office and remote sales teams.
These sales report templates provide the exact KPIs you should measure and report on daily, weekly, or monthly. Make a copy of the template, fill in your team information and your real numbers, and that’s it! These report templates are a must for every sales manager looking to increase visibility, motivation, and performance for both in-office and remote sales teams.
The Executive Scoreboard
A sales report template for sales activity tracking
SDR / BDR Scoreboard
A scoreboard sales report template for your outbound sales reps
Get Out of Spreadsheets and Present Engaging Data
Data should be both informative and engaging in order to properly convey your performance metrics and the message you’re working to get across. Visually communicating data is a skill that sales leaders should hone and it can be made easier with Ambition Sales Report Templates. Present executive level aggregation of data through leaderboards, charts, and graphs. Run your sales meeting with up-to-date progress of performance alongside individual recognition. Power performance through visibility that both motivates and informs the organization and allows for managers to quickly adapt and make changes.Examples of Sales Report Templates
- Aggregate data for your executive leadership team
- Create an SDR report that updates daily (Ambition can offer real-time updates, but daily is second best if you don’t have Ambition)
- Create an AE view that compares reps and teams
- Create an org-wide overview look into cross-departmental metrics
What Metrics and KPIs Should I Include in My Sales Report?
Our sales report templates include leading and lagging metrics in the report data. Our report templates also include individual recognition opportunities to motivate more of your reps so they appear in the reports. Here are a few examples of the sales report template visuals:- Leaderboard representations for daily and weekly calls
- SDR overviews for team performance this month vs last year same month
- AE performance toward individual and team goals
- Individual closes for the current week
- Competition standings
- Opportunities, pipeline, and meetings to show how your sales top of funnel is looking
- Closed Revenue performance by rep and historical comparison
