If you want to put together sales reports, but aren’t quite ready to invest in a CRM then you’re in the right place. We’ve created a free sales report template just for that.
If the size of your sales team and the number of leads you track is still small, then using a spreadsheet to template for creating sales reports is practical and reasonable.
To start creating your own sales reports, first download the spreadsheet or save it to your Google Drive, and then start adding data about your sales. Include deal contact names, deal funnel stages, potential deal sizes, and the historic conversion rate. Tracking your leads through the funnel will give you a clear and easy-to-grasp sales report for quarter (or month) you’re measuring.
If you see the number of deals you manage and the monthly sales figure grow heavily at some point, and you feel that you require a dedicated too for managing sales and putting together sales reports, then check out our powerful sales reporting tool.
Pipedrive will empower you to do much more than simply compile sales reports, while avoiding the complexity of conventional CRM tools. It’s only $12 per user per month, and you get a free trial to try it out.
We’ve built a CRM-replacing sales management tool that’s not great for just salespeople, but for anyone wanting to get super organized and close deals in less time.
About half of our customers liked us so much they switched from their existing CRM. The other half? Well they didn’t even know they needed Pipedrive until they tried it.