Free template: Weekly sales report template. Or have it arrive every Monday.
The numbers a sales team should look at every week, in an order that leads to decisions — and then the thing that saves the most time: not building it by hand.
Weekly sales report
01Headline
- Sales this week
- Total invoiced, against last week and the same week last year.
- Month to date
- Total so far, against target and the same period last year.
- Average order value
- Sales divided by the number of invoices, and its trend.
02By rep
- Sales per rep
- This week and month to date, against target.
- Visits and new opportunities
- How many, per rep.
03By client
- Top ten clients
- Sales this week and month to date.
- Clients buying less
- Accounts well below their usual pace — worth a call.
- New clients
- First invoices this period.
04By product
- Top products
- By value and by quantity.
- Products slowing down
- Falling against last month or last year.
05Pipeline
- New opportunities
- Count and value.
- Moved forward
- Deals that changed stage this week.
- Won and lost
- With the main reason for each loss.
06Collections
- Total overdue
- The amount overdue and how it moved this week.
- Largest debtors
- The top five, with days overdue.
07Next week
- Focus
- Three priorities, each with an owner.
How to use it
- Same day, same time, every week. Monday morning works for most teams.
- Compare twice. Against last week for momentum, against the same week last year for seasonality.
- End with decisions. The "next week" section is the point of the whole report.
- Keep it to one page. Detail belongs in the ERP; the report is for direction.
Where the numbers come from
Sales, clients and products come from invoices in your ERP; the pipeline comes from your CRM; collections come from receivables. One rule matters more than any other: define once what counts as a sale — invoices minus credit notes, cancelled documents left out — and keep that definition every week. If it changes, weeks stop being comparable.
Let it build itself
Building this by hand every Monday costs a manager an hour or two. With emily it arrives on its own:
- Scheduled reports. On Cegid PHC, the sales report by client and product can be scheduled weekly and delivered by email or WhatsApp, and downloaded as Excel — see sales reports and scheduling reports.
- Questions in plain words. For anything else, ask: "compare this week with the same week last year, by rep" — see asking your ERP.
- Recurring requests. Ask emily to send you something every Monday at 8:00 and she will — see scheduling recurring work.
FAQ
Frequently asked questions.
Headline sales against last week and last year, results by rep, client and product, pipeline movement, collections and three priorities for next week.
The sales director and owner in full; each rep their own numbers; finance the collections section.
Both: the weekly report is for action, the monthly one for review. This template is built for the weekly rhythm.
Yes. On Cegid PHC the sales report can be scheduled weekly by email or WhatsApp; for anything else, ask emily to send you a recurring summary.
You might also like.
- Sales reportsSales by customer and rep, stock and debts — scheduled, by email or WhatsApp, and in Excel.
- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- For sales managersYour team's visits the same day, and sales by rep in one question.
- Cegid PHCSales, margins, balances, stock and draft orders — by voice, straight from PHC.
- Sales visit report templateEverything a good visit report covers — copy, download or print it.
- Sales pipelineThe set of open sales opportunities, organised by stage from first contact to closed, used to track progress and forecast revenue.
Ready to get your team talking to the ERP?
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