Create your monthly sales report quickly and easily

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Start with our monthly sales report template

The easiest and fastest way to create your monthly sales report? An automated sales report template that's already filled with all the most important KPIs and relevant data for your sales reps, automatically updated for you. Simply plug your data sources (from Google Analytics, social medias, and more) and let the report give you your data in a visually pleasing way (graphs, pie charts, etc.). It's the easiest way to track all your sales efforts, without any struggles.

See this sales report template in action here!

See this sales report template in action here!

All your data sources

Google Analytics, Google My Business, Google Search Console, Facebook, LinkedIn, Twitter... With DashThis, you can gather all your online marketing platforms' key metrics in the same report!

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Completely automated

We do the heavy-lifting! No more fetching and copy-pasting in excel spreadsheets or Google sheets, the entire process is automated!

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Multiple sharing options

Share your reports with your clients in seconds with automatic email dispatches, easy-to-share URLs, and printable PDFs. The choice is yours!

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Get 10 free reports for 15 days

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What are monthly sales reports?

Monthly sales reports are reports showcasing the KPIs of your sales process, sales team performance and lead generation. With DashThis, automation is used to automatically gather all your sales metrics into one easy-to-use data visualization report. As the name suggest, monthly sales reports are made and shared on a monthly basis. You can create different types of sales reports, like sales analysis reports, ecommerce reports, and track different types of sales efforts; potential customers, sales forecast, effective sales strategies, marketing campaigns and more.

Get your own monthly sales report

Why use a monthly sales report?

You want to be able to track your sales performance, your qualified leads and to compare it to the industry benchmark so that you can and improve your number of sales or deals closed. And that's what you get with an automated monthly sales report. Contrary to daily sales reports, or weekly sales report, where the time period is shorter, the monthly sales report gives you a long enough time period to be able to have relevant sales data and act on your sales pipeline or sales cycle, therefore ensuring the best possible performance in real-time. With shorter periods, you might not have enough actionable metrics to be able to make decisions that will impact your sales operations or marketing campaigns.

Get your own monthly sales report

What are the benefits of using a monthly sales report?

With a good monthly sales report, you can track the number of deals, total sales, as well as how those sales happened (Social media campaigns, SEO, brand awareness, etc.) which means you can put more efforts on the right marketing campaigns, and less on what doesn't bring any sales. On top of that, you don't have to spend hours on excel spreadsheets, creating infographics graphs and charts, or anything else, we do it all for you!

Create your own monthly sales report today!

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How to create a monthly sales report

Link your integrations, choose your sales report template and start tracking!

Create your DashThis account

You only need an email address and a password.

Connect your digital marketing tools

From Google Analytics to ecommerce, just connect your digital marketing tools and we'll fetch the data automatically (no more manual entry into Excel!).

Create your sales report

Start with a template or create a dashboard from the ground up - either way just drag and drop the KPIs you want.

Create your monthly sales report today!

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The data you need in a single monthly sales report

With over 30 integrations available, DashThis allows you to add data from the most commonly used digital platforms. However, we know you might want to add other sales activity data (Like CRM, sales funnel, or your sales targets), so that’s why we made it possible for you to import your own data with CSV files and see it displayed in your monthly sales report along with your other sources’ data.

See all integrations

What are the best monthly sales report KPIs?

The trick when selecting which sales KPIs to track is to choose ones that give your clients the big picture without burying them in detailed analytics about sales productivity.

Website new users

This KPI tells you the number of users who accessed your website for the first time in a given time period.
Conversion rate into leads

Conversion rate into leads measures how effective your sales team is at converting leads into new customers.
Number of new customers

This KPI tells you how many new customers your website has in a given period of time.
Win rate

Win rate measures the percentage of total sales opportunities that turned into a sale.

We deliver over 20k+ performance reports every month.

Whether you are a marketer, sales manager, a sales representative or working for a small business we created a simple & clear reporting tool that you’ll be able to use without bothering your IT specialist. If you do ever have any questions, you’ll get to experience our personalized and awesomely caring customer service. Here at DashThis, we like to say that people come for the tool and stay for the people. But don’t just take our word for it, find out for yourself here.

Create a white-label monthly sales report

Custom domain

Replace the default DashThis URL by one that’s branded to your company, like reports.yourcompany.com.

Custom theme

Fully customize your dashboard design with your brand, your client’s brand, or even your favourite colour schemes!

100% white label

Get rid of the DashThis branding altogether, add your own logo and even use your own custom email address to send reports.

Explore white label options

Check out our ecommerce sales report template

Setting up an ecommerce strategy takes time and energy, so it goes without saying you need to report your results in order to see how that strategy is working for you. However, figuring out which of all the business sales KPIs to keep track of can seem like a tedious task of its own. This is why we’ve created an ecommerce sales report template with all the basic KPIs you need to save you tons of time. You’re welcome!

see our ecommerce report template

Our blog is full of sales report related content!

Want to get the most out of our reporting tool? Our team members are always publishing new stuff about marketing performance reporting to help you make better business decisions. That’s what our blog is for! And if you want to get content right in your inbox, sign up for our newsletter!

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