A Sales report summarizes sales data, tracking performance against targets, identifying trends, and analyzing key metrics such as revenue, sales growth, and conversion rates to provide actionable insights for optimizing your sales strategy. It tells you which Sales efforts are working, which are not, and recommends opportunities for growth. A great Sales report includes an overview, key metrics, and recommendations on what to do next.
1. Overview
The overview is a short summary in plain English that explains what happened with Sales over the recent reporting period.
2. KPIs with key metrics
KPIs show how effectively you’re hitting your Sales goals. By measuring the changes in the key Sales metrics, such as sales revenue, sales growth, average order value, and conversion rate you'll know whether you’re making progress towards your goals.
3. Charts
Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as sales revenue, sales growth, average order value, and conversion rate. Use bar charts, line graphs, and pie charts to display data clearly and effectively.
4. Recommendations
This section outlines the next steps you can take to improve your performance.
With Narrative BI, you can automate your Sales reports in minutes. Here’s how to do it in three easy steps:
1. Connect your Sales data source in a few clicks.
1. Connect your Sales data source such as Salesforce in a few clicks.
2. Drag and drop the KPIs, such as sales revenue, sales growth, average order value, and conversion rate as you customize your report.
3. Set the reporting schedule.
When you are done, you will receive automated Sales reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.
