How to create a report that shows quarterly sales by territory
Sales 2021-03-02 02:18:04
Reporting is an essential part of the sales process. By analyzing your statistics, you understand the performance of your sales teams and have the ability to identify areas for improvement. While it"s important to understand sales performance as a whole, it can also be helpful to understand the performance of specific segments of your pipeline. In this article, wewill see how to create a segment specific report that you can use to understand your business "quarterly sales by territory using Excel. Create a report that shows quarterly sales by territory The first thing to do is to gather relevant sales data to include in your report. Since you hope to understand the sales performance of the territory, your data should be specific to these metrics. Once you"ve collected the data, you"ll want to place it in a Excel spreadsheet
. For this example I have created a sample dataset (excerpt below) and created columns for territory, date sold, number of deals made, and total deal revenue.
The first steps in the process are the preparatory work to create the final report. 1. Select your entire table with your cursor and access the toolbar. Click on Inse rt , then select After avHaving selected Pivot Table , you should see a pop-up window on your screen, as shown below.
2. Leave the Select Table or Range field as is and simply select New Spreadsheet and click on 3. In the pivot table Field Name of the pivot table, you should see a tab that says < Quarters 4. Navigate to the toolbar and select the PivotTable Analysis tab, then double click on Group Selection . The gif below illustrates this process. 5. In the OK . You should still see an empty worksheet with the PivotTable Fields area on the right side of your page. It is nowIt"s time to start creating the report. 6. In the PivotTable Fields area, select < Quarters ↑> Field Name and drag it into the zone. The gif below illustrates this process. 7. Repeat the same process and select the name column of your dataset which contains the revenue totals and drop it in the 8. Repeat this and select the name of the column of your dataset that contains the territory names and drop it in the < Rows Your final The PivotTable Fields box must contain < Quarters Columns Rows Sum of Income in the Note that the titles of your column headers may be different depending on how you named them. You should now see a 9. If you want, you can clean up the table and rename the column titles to make it easier to interpret the dataset. My new table is shown below. While the above table above shows quarterly income by area, you can also create a q reportui displays quarterly transactions by territory. 10. Simply repeat the seventh step and replace Sum of income in the My final table which displays quarterly sales by territory is shown in the image below. Once you have your final table (s), you can make your own personal customizations for colors and fonts, and even create a chart using the for viAdditional tracking, such as bar charts or pie charts. Additional Sales Reporting Tools While Excel is an incredibly powerful tool, there are feature-rich International Services available that you can use to complement your creation process. reports. InsightSquared InsightSquared dashboards display comprehensive performance reports in real time. You can analyze your entire pipeline with predefined reports and apply filters to monitor custom metrics, like territory data. The image below is an example of a pipeline dashboard. Image source Canopy Canopy is a high performance information platform that you can use to monitor your entire sales funnel. While it includes the expected dashboard and forecasting tools, you can also get overviews of your entire sales funnel and filter by category to view sales data from a specific territory (as shown in the image below). Image Source If you are a user, InsightSquared and Canopy can integrate with Sales Hub. Understanding all aspects of your business performance Whether you are a small business or an enterprise level business, it is important to understand all aspects of your business performance.commercial ances, especially if you operate in more than one market. Use this guide to help you create a report that displays. quarterly sales of your business by territory to understand the performance of your different regions.