Tips for creating a sales report template include using a spreadsheet such as Microsoft Excel or Google Docs with restrained formatting, keeping all columns the same size and including visuals. When creating a template, a spreadsheet simplifies data entry and produces a consistent, professional-looking report.
The cell width should accommodate the widest field of data and remain consistent. Simple formatting with company colors is particularly effective to create a professional report. Adding charts or graphs creates a more interesting result and adds visual appeal. Charts and graphs help time-pressed managers quickly understand the report. A spreadsheet retains the charts and graphs and redraws them when users enter new data.