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US Sales Report Template

5.0 (5 reviews)

Sales Report Template in Excel with a professional visual dashboard. Track and analyze the US sales performance of your team!

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TEMPLATE DESCRIPTION

As a sales professional, you already know the importance of reporting and analytics. It indicates whether your team is to meet their target or how they are performing. On the whole, you need to look beyond the number of sales you closed in a year. You need to create a clear sales report that gives you all the critical details about your sales team. That’s why US Sales Report Template presents very detailed visualized data that tells you everything you need.

By using this ready-to-use sales report template you will analyze your data correctly and make well-informed decisions.

United States Sales Report Template Features:

Basically, the template consists of 3 main sections:

    1. Sales Summary Dashboard
    2. Targets
    3. Sales Data

The flow of the template is:

  • Define your targets per salesperson and per state in the “Targets” section.
  • Simply input your sales/invoices to the “Sales Data” section.
  • Click the “REFRESH” button after you make your inputs and go on your Dashboard!

US-Sales-Report-01-Flow-3

Now, let’s start with reviewing the Sales Summary Dashboard of the template.

Sales Summary Dashboard

You will have 4 different visual graphics that present your sales performance. After you input your targets and sales data, the dashboard will visualize all your United States Sales realization.

By the way, you can customize your dashboard because each chart is provided with a month selector. You can either choose an individual month or multiple months.

US-Sales-Report 02-Dashboard-2

In Year to Date Realization, the “As of”date is designed to measure all team performance until today’s date. But you can select a specific end date to see your performance at a certain time period.

Warning!: Do not forget to click the “REFRESH” button after your selections!

Targets

Achieving your sales target is the primary goal of your business. Therefore, you need to input a sales target for each rep in your team. In this section, there are two different input tables.

Sales Team – Monthly Target: Input here your Sales Reps and their monthly sales targets on a monthly basis. But first of all, you should select a year for the targets you want to input (this tool covers yearly realization).

US Sales Report Template 05 Target Data

You can add new salespeople up to 16.

States – Monthly Sales Targets: Input here your total sales performance of each state on monthly basis.

US Sales Report Template-06-Target Data

Warning!: After you make your inputs, go back to the dashboard and click the “REFRESH” button to reflect the changes.

Sales Data

Sales data contains actual sales that your sales reps closed. Besides that, it’s a kind of database that gives important information like your customer details and historical sales data of your reps by state. By default, this section is available for up to 5000 rows. But, if you want to extend the region, simply insert rows and copy-paste formulas in the hidden columns.

Sales-Data-Input-04

Customer data is optional. You can leave that column blank if you don’t have the data.

OTHER FEATURES:

Heat Map Settings: In this section you can change the colors, data ranges, text sizes of US Sales Heat Map on the Dashboard. But, Data section takes your sales values from your inputs on Sales Data. So, we do not recommend you to make any manual changes in there.

Heat Map Settings-07

**You can check our Geographical Heat Map Generators collection

Export to PDF: When you finish your sales report, you can easily export it to PDF by clicking this button.

US SALES REPORT TEMPLATE FEATURES SUMMARY:

• Monthly Sales Analysis Report Template for all US states
• Works both on Mac and Windows
• No installation needed. Ready to use.
• Export to PDF feature
• Full Print Ready
• White Label
• Flexible customization options
• On Sheet Instructions
• Compatible with Excel 2010 and later versions

US Sales Report Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

5 reviews for US Sales Report Template

  1. Justin

    Very useful tamplate the features are wonderful and anyone can use it. Thanks

  2. Beatrix

    I liked it but something is not working, when I fill in the monthly sales performance the info doesn’t show on the dashboard?

    • Someka

      Hi Beatrix,

      After you input all your information in the “Sales Data” section, please make sure to click the “refresh” button on the dashboard, as shown in the image:

      US-Sales-Report-Template-review3

  3. Leire

    Very complete tool

  4. jason

    This is the primary template I use for my sales team. It’s a great and robust. If you think this one suits your needs you can’t go wrong.

  5. donald

    It allows me to customize pretty much everything, down to editing map for each specific state or even single coloring. On the other hand, it is also simple enough to insert previous sales data easily. No matter what your experience is, it can be used by everyone.
    Keep up the great work guys!

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