Thursday, March 3, 2011
Here I am sharing with you about kind of reports you can actually generate that will help you to track almost everything related to sales. You can create a database in MS Excel and simply can take a print out to review these reports for sales meetings.
Leads Report - Here you can gather all the information about your leads. The fields in this report are: Company Name, Annual Sales/Turnover, Number of Employees, Contact Person, Designation, Contact Number, Fax Number, Email Id, Address, Location, Website, Email Status and Call Status.
You can set qualifying criteria for lead generation. Annual Sales/Turnover and Number of Employees are the parameters that can be used as lead qualifying criteria. For example: You want to generate leads with INR 10 Crores or more as turnover and with 100 or more as employees.
Pipeline Report - This report is used to create, maintain and manage your sales pipeline data. Pipeline report contains potential customers whom you think can become your customers in specific time period. The fields in this report are: Potential Customer Name, Product Suggested, Proposal Date, Expected Order Value, Expected Order Date, Current Status and Issues.
Sales Projection Report - A sales projection provides an estimate of a company’s prospective sales for a given timeframe. A sales projection can be prepared for each product and/or service that the company is offering. The most commonly used sales projection reports are: monthly, quarterly, yearly. This report includes the information about Estimated Sales. The fields in this report are: Potential Customer Name, Product, Expected Order Value and Expected Order Date.
Proposal Report - Information about proposals can be tracked in this report. The fields in this report are: Company Name, Contact Person, Designation, Contact Number, Email Id, Product Suggested, Proposal Date and Current Status.
Customer Report - This is basically your customer information database at one place. The fields in this report are: Customer Name, Contact Person, Designation, Contact Number, Email Id and Location.
Projects Report - You can keep a track of all your projects in this report. This helps to track the number of projects you are handling, their status and issues if any that needs to be resolved. The fields in this report are: Customer Name, Contact Person, Designation, Contact Number, Email Id, Project, Current Status, Issues and Action to be taken.
You can include or exclude fields in the reports as per your requirement. The point to remember is that the report should capture all the necessary data.