Free Sales Report Templates (Excel)
What Should a Sales Report Include?
A useful sales report needs the raw transaction detail, not just a final number: date, sales rep, product or service, region, units sold, revenue, and cost. That level of detail is what lets you actually analyze a report instead of just reading a total.
This template's Sales Log sheet captures exactly that, one row per sale, with room for up to 300 entries — enough for a full quarter or more of activity for most small sales teams.
How to Build a Sales Report in Excel
Building a sales report from scratch means setting up columns for revenue and cost, then writing a gross-profit formula, a margin formula, and SUM totals — and re-checking all of it every time a row is added or edited.
This template already has that math in place: Gross profit calculates as revenue minus cost the moment you fill in a row, and Margin expresses that same gross profit as a percentage of revenue. You're typing numbers, not writing formulas.
Free Sales Report Template: What Calculates Automatically
As you log each sale, the summary at the top totals units, revenue, and cost, and computes overall gross profit and a blended margin across every sale logged — figures you'd otherwise have to build with SUMIF formulas of your own.
The revenue trend chart plots revenue by date across the whole log, so you can see at a glance whether sales are trending up or down over the period, without building a pivot chart yourself.
Sales Rep and Product Detail in One Log
Because Sales rep, Product / service, and Region are logged on every row, you can sort or filter the sheet to see any rep's sales, any product's performance, or any region's totals — the raw data supports that kind of slicing even though the built-in summary shows blended totals rather than a separate per-rep or per-product rollup.
That makes this sheet a solid single source of sales-log truth: everything is in one table, and you decide how to slice it depending on what you need to report on this week.
How to use it
- Log each sale: date, rep, product, region, units, revenue, and cost.
- Gross profit and margin per line calculate automatically.
- Check the summary totals for units, revenue, cost, gross profit, and blended margin.
- Watch the revenue trend chart update as you add more sales.
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CRM & Sales Pipeline Tracker
If you also need to manage deals before they close, the paid CRM & Sales Pipeline Tracker ($14) adds a stage-by-stage conversion dashboard and a 3-scenario forecast against your monthly goal.
See the full versionFrequently asked questions
Can I use this sales report template in Google Sheets?
Yes. A Google Sheets version is included alongside the Excel file, so the gross profit, margin, and totals all work the same way in either app.
Is this template really free?
Yes. You give an email address to download it, and then it's yours to use with no further cost.
How many sales can I log?
The Sales Log sheet has 300 rows. That covers a full quarter or more for most small teams; if you need more, add rows below and copy the gross profit and margin formulas down.
Does it break sales down by rep or product automatically?
The log captures rep, product, and region on every row, so you can sort or filter to see those breakdowns, but the built-in summary shows overall totals and a blended margin rather than a separate per-rep or per-product dashboard.
Does it show daily, weekly, and monthly rollups?
It's a flat transaction log with an overall summary and a revenue trend chart by date, rather than separate daily/weekly/monthly rollup tables.
Is there a version for tracking a sales pipeline, not just closed sales?
Yes — for tracking open deals through a pipeline with a conversion funnel and forecast, see the paid CRM & Sales Pipeline Tracker, which is a different tool from this closed-sales report log.