Part of having a successful business depends on having organized and relevant information. Companies that keep a correct record of their sales and note down daily sales can make better decisions, since customer, prospect and sales data are extremely valuable for creating and correcting business strategies .
In fact, according to Zendesk’s latest sales report , companies are adopting analytics tools to guide their sales efforts.
It may seem obvious, but learning how to record daily sales can make a difference in the number of deals you close and the productivity of your sales team.
If you want to know how to make a sales spreadsheet , in this post we show you step by step, as well as how to record sales.
Come on?
How is sales recorded?
A company's daily sales record is made by writing down and recording in a document all the sales movements that a business makes.
That is, every time you make a sale, you must use a document or form to record it.
This will allow you to keep track of your income, your best-selling products or services, the time of year when you sell the most, and whether your efforts and marketing strategies are paying off.
If you want to know how to record daily sales in a spreadsheet , keep reading! We explain it to you in a simple and brief way.
How to make a sales spreadsheet?
Start by creating a spreadsheet in Excel or Google Docs. Name the columns with the following information about your products:
Name
description;
code,
price;
stock;
category.
These items may vary depending on what your product is, but you can take this as an initial step to learn how to make a sales spreadsheet.
2. Make sure the form has the following aspects:
New products added to stock.
Daily movements: If you make a sale, you must record it and enter a formula to subtract it from the stock.
A tab that records the billing versus the cost of the product, that way you will obtain the net profit from the sale of this product.
Learning how to make a sales spreadsheet is key to keeping track of your product availability, managing your company's logistics, and monitoring profits by period for better planning.
As you can see, knowing how to record daily sales can do a lot for the profitability of your business.
To better understand how to make a sales spreadsheet that you can apply to your business, watch the following video tutorial:
Now that you've seen how to make a sales spreadsheet, how about accessing a free tool that will help you record your daily sales and have a clear overview of your business's profitability.
Zendesk's sales and commission tracking template lets you track key sales metrics and manage customers and salespeople in one place.
By downloading the sales and control commission sheet, you will have access to:
Customer registration and information;
Numbers and graphs about the sales process.
Check out the features this sales spreadsheet offers you:
Information: Information about the india number form and the option to enable/disable comments.
Parameters: access to tables with standardized variables for some entries. The information can be edited according to the possible entries of the fields to which they are linked.
Dashboard: presents numbers and graphs referring to the selected year, with data such as total sales made, average ticket, monthly billing, etc.
Registration list: complete list of customer data, allowing filters, adding new customers, and editing information.
Sales list: table with all entries of all sales made.
Zendesk makes it easy for you to focus on productivity. Download the free sales and commission tracking template and understand once and for all how sales are recorded.
Benefits of learning how to make a sales spreadsheet
So far you have learned why it is important to know how to record sales and how t