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Daily Sales Report Form Template

An online daily sales report form is used to record all the details of the sales activities within a specific period. Sales reports will give you a general idea about the sales volume, your income, and expenses or taxes. Use’s free daily sales report form template to create your form and increase sales performance!

Daily Sales Report Form Template


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’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? 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 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,’s free daily sales report form template has a simple design for general use. But 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, 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!

Create online forms with ease, customize your form’s fields, design, and privacy options within a couple of minutes. By adding some of many types of form fields for all needs with’s drag and drop form creator screen, you can also create online surveys and exams. 

Powerful features: 

  • Conditional logic 
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  • Calculator for exams and quote forms
  • Geolocation restriction
  • Real-time data
  • Detailed design customization

You can integrate the forms and surveys you created on with many third-party applications via's direct integrations and Zapier. These applications and integrations include creating or modifying a sheet on Google Sheets every time your form is submitted and creating a deal on Pipedrive for an order you received or a generated lead. 

There are no limits and boundaries when it comes to creating online forms, surveys, and exams with! You can choose one of many types of templates, create a form, and get started right away! Once you start with a template, you can easily customize your form fields, form design, and many other attributes!

You can share your forms in any way you like. If you want to share your form and collect responses through your form’s unique link, you can simply adjust privacy settings and copy-paste your form link anywhere. And if you would like to embed your form in your website, you can easily copy and paste embed code in your website HTML.

On, you can customize your form’s theme and design elements in depth. Once you switch to the ‘Design’ tab after getting your form done, you will see many different design customization options. You can change your form theme by choosing your own colors or picking one of many ready-made themes.