Why use an online daily sales report form?
Keeping track of the profit and loss is the number one priority for sales management. And a daily sales report form can easily help you with that. With a sales report form, you will be able to know how the sales go on a daily, weekly, or monthly basis. It will provide you with valuable sales data about your business, including your profit or loss (with and without taxes), the effectiveness of your team, or the quantity of the sold products and services.
But there is more! You will have access to sales analyses specifically created for your business thanks to online reports. This way, you will see your strong and weak points and have a great chance to improve your sales. Further, an online daily sales report form will save you time by doing all the paperwork for you. Select forms.app’s daily sales report form template to create your form today!
How to create a good daily sales report form?
Thanks to business reports, you can learn a lot about the performance of your team or sales department. While the sales reports may vary according to the business type or sales team, there are some common points you may consider when creating your form. For example, you can:
- Add a field for potential customers: This way, you will see the actual sales rate of that day and learn your lead conversion ratio.
- Ask for the names of the sales representatives: Assessing your team individually may give you a great opportunity to increase your performance. And adding a sweet competition will only help with your sales.
- Add a field for the payment methods: Learning how your customer makes purchases may help you understand your customer profiles. This way, you will know their possible preferences and use this information to increase your sales.
- Include a notes section for specific details about the sales: With this field, you will have a more detailed report form to help you learn more about the sales or your team.
How to customize your daily sales report form?
forms.app offers you a report form template that comes with all the necessary questions and fields. In fact, you can use the sample as it is. But forms.app also provides powerful tools to customize your form as you want. You can easily change the questions on the edit page, remove them, or add new ones. Thanks to the conditional question feature, you can also set some conditions for your questions.
Since this is a statistical form, keeping the design basic and professional is better. Luckily, forms.app’s free daily sales report form template has a simple design for general use. But forms.app also offers you free themes for a quick start and power customization features for an elaborate design.
On the design menu, you may choose one of the free themes or change the colors, border shapes, font, and background manually. After you are comfortable with the form, press the eye button to preview how it looks on other devices.
How to review the records and analyses?
With forms.app, you have various options to view your records. After the submissions, you can view the forms individually for a detailed analysis or view them as a list for a general overview. Furthermore, daily reports are similar to weekly sales reports and monthly sales reports but may include more detailed questions. So, you can select a time frame and overview the sales process on a weekly or monthly basis. Use the daily sales report form template as a base for your form and reach your sales goals in no time!