The Sales Report Template helps sales teams track performance against monthly and annual targets, record sales, and visualize achievements across product categories. It automates target tracking, actual sales updates, and dashboard reporting — providing managers and teams with actionable sales insights.
How the Workflow is Structured
The workflow has:
Add Sales Target: Input monthly targets for each salesperson and product group.
Record Sale: Capture confirmed sales details including PO/LOI references and invoice values.
Sales Report: Consolidates data automatically from both forms.
Dashboard: Displays visual insights on sales performance vs. targets.
Step 1: Install the Template
Install the template from this link: Sales Report
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.
👉 Before starting, delete the sample data in the spreadsheets (but keep the headers and formulas).
Step 2: Share with Colleagues
To ensure smooth collaboration and secure access:
Share the Record Sale form with your sales team so they can log completed deals.
Share the Add Sales Target form only with sales managers responsible for setting monthly and yearly targets.
Restrict access to the Sales Report spreadsheet to admins.
Share the Dashboard with management and stakeholders for visibility into sales performance vs. targets.
This ensures that all users interact only with the components relevant to their role.
Refer to the following articles to share workflows, forms, dashboard and files:
Step 3: Add Sales Target
Use this form to set monthly and yearly sales goals for each salesperson and product group.
Form Fields Explained:
Sales person: Select from the predefined list of active salespeople.
Product group: Choose the product line the target applies to.
Belts: Choose applicable sales region or category (if configured).
Financial year: Enter the fiscal year, e.g., 2025–2026.
Month 1 to Month 12: Input monthly targets.
Total target: Automatically calculated based on monthly entries.
Remarks: Add relevant notes or special instructions.
Step 4: Record Sale
The Record Sale form is used by the sales team to log completed deals.
Form Fields Explained:
Created by: Automatically records the user submitting the form.
Company name: Customer or organization name.
Contact details: Email and phone number of the client contact.
Product group: Product sold, matching existing product groups.
PO/LOI reference number & date: Unique contract identifiers.
PO/LOI attachment: Upload purchase order or letter of intent.
Invoice value: Enter the actual sale amount (contract value).
Step 5: Review the Sales Report Spreadsheet
Sales Report Tab: Displays monthly and annual sales performance by product group and fiscal year.
Key sections include:
Fiscal year and starting month filters
Salesperson filters
Monthly target vs. achieved columns
Annual totals and achievement percentage
Step 6: Dashboard Insights
The Dashboard displays visual insights on sales performance vs. targets. Use it to track achieved sales against monthly and annual goals across product groups and salespeople, and monitor achievement at a glance. The charts update automatically as new entries are submitted through the Add Sales Target and Record Sale forms.
