Monthly Sales Report Presentation Template 👉 Visit Now: www.slidenuts.com

1. Monthly
Sales Report
Brand Name
04/01/2019-04/30/2019
2019

2. Sales Summary
Start the report with a summary of your
overall performance for the month. Show
the difference between performance and
goal.
Sales Progress vs. Goal

3. Forecasted transactions next month
$50,000
To be closed end of [month]
Forecasted transactions next month
250
Sale Forecast

4. Leads
Opportunities
Proposal
Negotiation
Wins 150
300
450
600
2,000
Opportunity-to-
Win Ratio
25%
Lead-to-
Opportunity Ratio
30%
Sales Performance

5. $300 USD
Average sales value next month
Avg. pipeline
Total per sales rep. closing in the next
30 days
$50,000 USD
Team Forecast

6. Leads vs Goal
150% $55,000
Pipeline contribution of
opportunity value
8.5%
Leads vs goal
of leads were closed by
reps
Marketing Lead

7. What marketing channels deliver
your best leads?
Total Leads Generated in April:
50,000 75%
channel Lead Generated
（April,2019)
Change From
（March,2019)
Facebook 50,000 ↑15%
Twitter 15,000 ↑5%
Instagram 20,000 ↓3%
Pinterest 2,000 ↓5%
Youtube 4,500 ↑0.7%
Linkedin 500 ↓4%
Lead by Channel

8. Takeaways from sales reps.
Lessons from lead generation channels.
Lessons from sales figures.
Lessons and Takeaways

9. THANK
you
Brand Name
04/01/2019-04/30/2019
2019