Now that you’re aware of the purpose and audience of your sales report, it’s time to gather, filter and analyze relevant data.
Make sure your data collection process is as goal-oriented and hassle-free as possible. Start by outlining what metrics you’re specifically interested in including inside your report.
A standard sales report should include the KPIs, number of goods sold, net sales, profits and customer acquisition costs.
Depending on your need, you might also want to include sales growth, regional sales, new opportunities, team performance, and other metrics.
In this step, you also want to define the time period to focus on. It’s usually a good idea to take two different time periods—current and previous—and draw a comparison.