What should a weekly sales report include?

The week in one line, activity against target, deals closed and lost, what moved in the pipeline, wins, stuck deals, next week's targets and what you need from your manager, all on one page.

How long should it take to write?

About 15 minutes if you log calls and meetings as you go. Most of the time goes on finding the numbers, so keep a running count during the week.

When should I send it?

Friday afternoon, so your manager can read it before Monday. Same time every week.

Is a weekly sales report the same as a sales activity report?

No. An activity report counts calls, emails and meetings. A weekly sales report adds the deals, the pipeline, the stuck deals and next week's plan, so your manager knows what to do with the numbers.

What if I had a bad week?

Write the short number first, the reason in one sentence, then what changes next week. A clear bad week gets help. A vague one gets questions.

I'm a manager. How do I get reps to send it?

Give every rep the same template and reply to one line of each report before Monday. A report that gets an answer keeps coming.

Does it work in Excel or Google Sheets?

Yes. Download the Excel file, or upload it to Google Drive and open it with Google Sheets. The Word file opens in Google Docs the same way.

Is the template free?

Yes. Copy it, print it or download it, with no sign-up and no email.

ActivityTracker

Free template for sales teams

Weekly sales report template: the number, the reason and the next step

The one page each rep sends on Friday, so you walk into Monday knowing which deals need you. Copy it, print it or download it for Word or Excel. Free, no sign-up.

A weekly report should answer three questions: what closed, what moved in the pipeline, and what's likely to close next. Most answer none of them and send a table of activity instead. This one gives every rep the same page, with the stuck deals and the asks at the end.

One page each rep sends on Friday

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Weekly sales report: [your name]

Week of: ______ To: [manager] Send by: Friday, 5 pm

The week in one line

The number that matters most this week, and why it moved: ____________

Activity against target

Calls: __ of __ (last week __)

Emails and messages: __ of __ (last week __)

Meetings held: __ of __ (last week __)

Proposals sent: __ of __ (last week __)

New prospects added: __ of __ (last week __)

Deals

Closed this week: __ deals, worth $____

Month so far: $____ of $____ target

Lost this week: __, worth $____. Why: ____________

Pipeline changes

Open at the start of the week: __ deals, worth $____

New this week: __ deals, worth $____

Moved forward: ____________ (deal, from which stage to which)

Slipped: ____________ (deal, the old date and the new one)

Open now: __ deals, worth $____

Wins

____________

Stuck deals (no move in 14 days or more)

Deal and value: ____________ Stuck since: ______

What's stopping it: ____________

What I'll do, and by when: ____________

Next week

Targets: calls __, meetings __, proposals __

Deals I expect to close, and the date: ____________

One thing I'll do differently: ____________

What I need from you

____________ (a decision, an intro, a price, or you on a call, and by when)

See how reps fill in their week in the app

Every stuck deal gets a next step and a date

Give every rep the same page, so every report reads the same way on Monday.

The week in one line at the top, so you know where to look
Stuck deals with a next step and a date
Asks at the end, each with a day

Weekly, so a slipped deal shows up in days, not at month end

Reply to one line in each report, even if it's just the ask.

Friday by 5 pm, the same time every week
Read before the Monday team meeting
Month-end numbers added on the last Friday

A filled-in example: a better week and one stuck deal

Priya Nair, week of 21 September. To: Dan. Sent Friday, 4:40 pm.

The week in one line: meetings came back to 7 after two slow weeks, because I moved calls to 9 to 11 every morning.
Activity: calls 52 of 60 (last week 47). Emails and messages 38 of 40 (41). Meetings 7 of 8 (5). Proposals 4 of 3 (2). New prospects 11 of 15 (9).
Deals: closed 1, worth $8,500. Month so far $19,500 of $30,000. Lost 1, worth $6,000: they went with a cheaper quote.
Pipeline: 14 open at the start, worth $96,000. 3 new, worth $21,000. Open now: 15, worth $102,500. Moved forward: Harbor Dental, from demo to proposal. Slipped: Kestrel Logistics, from 30 September to 15 October.
Wins: Harbor Dental asked for the proposal on the first call. A referral from last month's close booked a meeting on its own.
Stuck: Northgate Print, $12,000, proposal sent 2 September. Their finance lead hasn't replied. I'll ask the owner for a 15-minute call with her by Wednesday.
Next week: calls 60, meetings 8, proposals 3. Expect to close Harbor Dental ($9,000) by 2 October. One thing different: two questions before I give any price.
What I need: you on the Northgate call if she says yes, and a yes or no on 5% off for Kestrel by Tuesday.

The pipeline adds up: 14 + 3 new - 1 closed - 1 lost = 15, and $96,000 + $21,000 - $8,500 - $6,000 = $102,500.

How to write up a slow week without it reading like excuses

Give these to reps so a slow week still reads clearly.

A slow week
- Put the short number in the one line, then the reason, then what changes on Monday.
- Keep the reason to one sentence and let next week's plan do the rest.
A big win
- Say what you did that worked, so it can happen again.
- Name who helped.
A lost deal
- Where it turned, and what they said no to.
- What you'd do in the first meeting next time.
A week out of the field
- Training, leave or a trade show: say so in the one line.
- Report the numbers anyway, and set next week's targets as normal.
A new rep, first 90 days
- Add one line: the call you'd redo, and why.
- Ask for one thing each week, even if it's small.

Spend Monday on the stuck deals, not on chasing reports

The template is free. ActivityTracker, the app we make, is paid, and each rep's week fills in from what they logged when they write their weekly check-in.

Each rep's calls, meetings and other activities fill in next to their targets
Reps who haven't filed get a reminder email on Friday
You get an email when a rep files
Next week's targets go in when a rep files, and next Friday's check-in shows them beside what was logged

Questions

Read every rep's week on one page by Monday

The template is free to use. The app is paid, and it fills in each rep's numbers from their log.

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