Sales Initiatives Report Templates That Every Sales Manager Should Use

In any organization, the sales department plays a momentous role in keeping the revenue streams flowing. It serves not only as the direct link between a company's products or services and its customers. But, a well-trained sales department is also responsible for sales lead conversions, customer retention, and overall business growth.

This is why, a regular performance assessment of the sales team and the overall department becomes necessary to ensure that it functions well. Periodic tracking and reporting of the sales initiatives, workforce management, sales management system, etc., becomes vital for sales managers to operate a sales team successfully. But the fact is that sales managers are always packed with tons of responsibilities. And it becomes fairly difficult for them to analyze and manage each and every activity along with presenting a periodic sales report. But not anymore, as we are here to save the day. Our professionals at SlideTeam have designed the best reporting templates to assist you in presenting a thorough report of the sales department.

Below-displayed is the sales initiatives report deck, consisting of ready-made slides that will help you monitor and assess the sales representatives' performance, present data on quarterly/ yearly sales, showcase the sales plan and the department's incentive plan. You can also showcase the department's various concerns and present details on its expenses by utilizing these templates. Companies often introduce various initiatives crucial in generating leads, handling customers better, and sales enhancement. Our sales initiatives report templates will be helpful to explain details on such initiatives and report the impact of the same.

Before we tour the PPT Templates, are you looking for a comprehensive module to train your sales team and improve their performance? Access our Sales Training Curriculum with content-ready, well-researched slides that will make your training program a terrific success!

Click Here to Download our Comprehensive Curriculum for Sales Training

So, without any delay, let's get started.

Template 1

This PowerPoint template will showcase information about the net sales generated by your department. It consists of three donut graphs that portray net sales generated by different business segments, geographic locations, and market maturity. Download the template and modify it with the sales data to present a comprehensive report.

Download Net Sales PowerPoint Template

Template 2

Analyze and present details on your sales department's performance by showcasing a monthly brand sales report. This PPT slide will be useful to track details on the best-selling and the worst-selling products of various brands. The fantastic layout of this template also highlights the percentage increase in brand sales compared to the previous month. This brand sales report slide will also assist you in recognizing the winners and losers of the month.

Download Brands Performance Report Template

Template 3

This quarterly sales template is great for assessing sales department performance and tracking different products' sales every quarter. It will provide quarterly data to help the firm in analyzing which products are generating more revenue than others over the various quarters. Download the template and simply add the revenue of different products, and you are good to go.

Download Revenue Generated by Quarterly Sales of Different Products Slide

Template 4

This daily sales reports analysis is a powerful assessment tool to track and evaluate the state of sales activities within a firm. It will help in analyzing the performance of different sales executives/ representatives on various parameters. You can keep tabs on the sales metrics that are relevant on a daily basis, such as the number of meetings set up by representatives, the number of leads created, etc. Modify the text with the required data and present a well-compiled report on sales team performance.

Download Daily Report Analysis of Various Sales Representatives Slide

Template 5

This weekly sales report is a valuable measurement tool that the sales manager can use to monitor sales performance and essential KPIs, such as lead-to-opportunity ratio, average customer lifetime value, among many others, on a weekly basis. Alter the text with the needed data and make changes in the corresponding graph and pie-chart to present a powerful weekly sales performance report.

Download Weekly Sales Performance Report Template

Template 6

Annual sales report provides vital information about the department's performance and can help with strategic planning. Customize this yearly report template to comprehend the sales department's performance on an annual basis. It will be handy to assess and report the year-end data for top sales performers, sales performance by region, and the top 5 selling products. Further, the pre-built graph covered in this slide will help in comparing the sales performance over the last six years.

Download Yearly Report Accessing Sales Department Performance Slide

Template 7

The following slide provides information regarding the various initiatives taken by the sales department in order to improve its sales. The initiatives covered in this template are embracing technology, training the salesforce, and implementing marketing strategies to improve sales. The eye-catching layout of this sales initiatives report template will hold readers' attention. All you have to do is jot down the initiatives taken by your department in the provided sections, and you are ready to go!

Download Sales Initiatives Report Template

Template 8

The sales department optimizes its operations by embracing technology in advanced sales analytics, customer insights, predictive analytics, etc. This PPT slide will come in handy to present details regarding to what extent the firm is using the mentioned technologies and how much it will upgrade in upcoming months. This slide comes with a finely-designed chart which you can easily alter to present a sound report on the sales management system.

Download Embracing Technology to Improve Sales PowerPoint Template

Template 9

Ineffective sales management systems can be improved with the use of the right software. Multiple software options from different vendors can make the selection process difficult. And that's where this slide will come for your assistance. This template will help you in presenting details on the various software options with their essential features and price. Jot down the details and share them with the internal sales team to choose the best suitable system for your department.

Download Software Selection for Sales Management Systems PPT

Template 10

Workforce planning is essential to ensure that the right person is in the right job at the right moment. To do that, the firm can assess the current workforce to check that there are not too many people available (overstaffing) nor too few (understaffing). With this slide, you can look into the currently available workforce to plan the future requirement of workforce staffing by addressing the gaps and risks.

Download Sales Workforce Planning Template

Template 11

Sales training is important to enhance the skills required in the sales team to optimize their ability to put together an efficient sales network, communicate their value efficiently, close more deals, etc. The department often invites external agencies to hold the training programs where they charge the firm per employee. This PowerPoint slide will be a nifty tool in presenting details of the department's sales training program. You can jot down the details of the training's various packages and share them with the management to choose the most suitable option for your team.

Download Salesforce Training at Workplace Template

Template 12

A sales incentive plan is a perfect way to motivate and reward salespeople for reaching and exceeding their sales goals. It has also proven to jump-start sales and boost employee engagement. Join hands with this template to present the details of your sales incentive plan with your internal sales team and management. The incentive benefits covered in this slide are stock options, profit sharing, and staff recognition.

Download Sales Team Incentive Plan PPT Template

Template 13

This PowerPoint slide will walk readers through the various ways that can be helpful to reduce customer churn. Some of the methods covered in the template are sending personalized messages to customers, handling customer experience issues, etc. In addition to that, it presents data for the general sales cycle close time with new or existing customers. Also, you can add the causes of the increased churn rate along with the sales team's action on the same.

Download Handling Customer Churn by Improving Customer Experience Template

Template 14

A cost-benefit analysis is a systematic process that helps businesses decide which decisions to make and forgo. This PPT slide presents a cost-benefit analysis for marketing strategies that the sales department can deploy to increase sales. It covers the names of various marketing activities along with their cost and benefits. Bag this ready-made cost-benefit analysis template and help the firm decide the best marketing plan for the department.

Download Cost-benefit Analysis for Marketing Strategies PPT

Template 15

The purpose of this slide is to provide information regarding the sales plan implemented by the department to increase revenue. This template consists of a pre-built table that covers strategies, action plan, completion date, and responsible person for each task. Download the template, jot down the sales plan and quickly share it with your team in one go.

Template 16

This slide provides information regarding the costs associated with the sales department. It covers the expenses in various segments regarding base salaries, bonus/commission, software expenses, training, etc. This template will also assist in evaluating the department's cost in multiple segments over the four quarters/months/years.

Download Cost Associated to Sales Department Template

Template 17

The slide depicts the impact of the successful implementation of sales effectiveness initiatives. Incorporate the template and add the various parameters to evaluate the impact of sales initiatives. Some of the parameters covered in this slide are sales/ revenues, conversion rate, salesforce attrition rate, etc.

Download Impact of Sales Effectiveness Initiatives Template

Template 18

This sales KPI dashboard is an effective tool that will be useful to monitor the various sales KPIs in order to keep tabs on sales performance. That, in turn, will aid sales teams in reaching set goals. This excellent dashboard covers finely-designed charts, eliminating the task for you to create anything from scratch.