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1C Việt Nam
(27.06.2024)

[Free download] 10+ detailed sales report templates

Sales revenue reports are important documents that help businesses control and evaluate their business situation in detail. To help businesses get a more multi-dimensional view of their sales revenue, 1C Vietnam has compiled the 10 latest sales report templates available today. Find out now in the article below!

1. What is a sales revenue report?

A sales revenue report is a document that summarizes the results obtained from a business's sales activities over a certain period of time, such as a month, quarter, or year. The main function of this report is to provide detailed information about sales situation and business operations, helping business managers evaluate performance and develop development directions.

At the same time, the revenue report also provides an overall view of the sales department's activities, helping sales staff better understand the sales situation and make appropriate target and strategic recommendations. In addition, regular and quick updates of data in reports help businesses access information quickly, thereby supporting the decision-making process and business development.

Sales revenue report
Sales revenue reports are important for businesses

2. 10+ most detailed sales revenue report templates in Excel

2.1 Sales revenue summary report template

A sales revenue summary report template is a document that reflects an overview of the revenue a business earns from selling products or services in a certain period of time.

Sales revenue report
General revenue report template

Download the general revenue report form: HERE

2.2 Daily sales report template

Daily sales report is a document that summarizes information and data about the revenue a business has earned from sales activities on a specific day.

Sales revenue report
Daily retail sales report template

Download daily sales report form: HERE

2.3 Sample monthly sales report

Monthly sales report is a document that summarizes information and data about a business's sales activities in a specific month.

sales revenue report template in excel
Monthly reports help businesses adjust and improve their business strategies

Download monthly revenue report form: HERE

2.4 Annual sales report form

Usually after the first 6 months of business year, businesses often prepare financial statements, including balance sheets, reports on production and business activities, cash flow reports, etc. Reporting on production and business efficiency, i.e. revenue, accountants often list costs and revenues, summarize them quarterly, and make comparisons with the same period last year.

sales revenue report template in excel
Sample revenue report within 6 months of a Vietnamese enterprise

Download annual revenue report form: HERE

2.5 Simple sales revenue report template

A sales revenue report is simply a document that summarizes data on the amount of money collected from the sale of products or services over a certain period of time, but presented in an easy-to-understand and convenient way.

sales revenue report template in excel
Simple revenue reports are often used in small-scale businesses

Download a simple revenue report form:HERE

2.6 Detailed sales revenue report template

A detailed sales revenue report is a document synthesizing information and data about a business's sales activities, with high detail on factors affecting revenue. Typically, this report will include information such as sales of each product or service, revenue from each customer, revenue from each sales channel, costs related to sales activities, and any other information that may be necessary to analyze and evaluate business performance in the field of sales.

sales revenue report template in excel
They provide a detailed and multi-dimensional view of a business's sales activities

Download a simple revenue report form: HERE

2.7 Sample sales report by unit and department

This report template is a document synthesizing information and data about sales of each unit/department in the enterprise. Through this report, businesses can review sales performance, compare and evaluate differences between different units or departments.

sales revenue report template in excel
The end goal of the report is to take action to stick to goals and complete KIPs

Download sales report form by unit and department: HERE

2.8 Sample sales revenue report for each type of goods

Sales revenue report by each type of goods is a document that summarizes information about sales and revenue for each type of product or service that the business provides. This report provides a detailed view of the business performance of each item, helping businesses evaluate the strengths and weaknesses of each product or service.

sales revenue report template in excel
Businesses can identify best-selling items or items that need to be eliminated

Download revenue report form by product type: HERE

2.9 Sample sales revenue report by region

Regional sales reporting is an important tool for businesses operating in many different markets. By synthesizing information about sales and revenue for each specific region, this report helps managers grasp the business situation for each branch quickly and accurately.

sales revenue report template in excel
Businesses can focus resources and marketing strategies on areas that operate effectively

Download revenue report form by region: HERE

2.10 Sample sales report by sales channel

Sales channels may include traditional retail stores, network stores, online sales, phone sales, or other distribution channels. Through this, businesses can evaluate the performance of each sales channel, identify effective and ineffective channels, and thereby adjust business strategies to optimize revenue and profits.

sales revenue report template in excel
The management board can promptly reward and encourage individuals/teams who do well

Download revenue report form by region: HERE

3. Required content in the sales revenue report form

A business sales revenue report sample usually includes the following information and data:

  • Product categories: General information such as products, services, branches, etc. will be used regularly and repeatedly when operations arise.
  • Data: The person in charge enters data during the process of generating sales transactions with specific indicators as follows:
  • Date of sale.
  • Product code.
  • Product's name.
  • The number of products.
  • Product selling price.
  • Sales.
  • Customer name.
  • Enter generated data.
  • Report: Is the result of the above two information and fully shows sales revenue in a certain period of time (day, month, quarter, year).
sales revenue report template in excel
Necessary information in a sales revenue report

4. Some notes when preparing sales revenue reports

Revenue reports play an important role in reflecting the production and business situation in a certain period of time. Therefore, preparing revenue reports needs to comply with the following principles:

  • Format of the report: The report should include complete information such as the report name, date of report, and signatures of responsible parties.
  • Accuracy of information: Information in the report needs to be guaranteed to be highly accurate and accurately reflect the actual situation of the business.
  • Content of the report: The report should include sales data presented in a concise, clear and scientific manner. Content needs to be divided into clear categories to easily track and update data.

Below are 10+ most detailed sales revenue report samples that 1C Vietnam has compiled. This is one of the important knowledge that businesses need to pay attention to when operating their business, helping to promote and develop the company to reach its ultimate goal. 1C Vietnam hopes that these report templates will help administrators choose the appropriate template for reporting purposes.

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