Daily sales report
Get planned and actual sales activity, closed deals, payments received and next steps. Dates and currencies stay separate, and a missing reply never becomes a zero result.
Dina collects text replies for this format. Review the questions, respondents and schedule before starting.
No registration · fictional sample data · updated 10 September 2026Who is this for?
Sales managers who need a daily team summary of activity, results, blockers and next steps. Start with a few agreed metrics.
A filled-in example
| Respondent | Date | Planned calls | Actual calls | Planned proposals | Actual proposals | Payments count | Payments received | Currency |
|---|---|---|---|---|---|---|---|---|
| Anna Example | 2026-09-17 | 40 | 38 | 5 | 4 | 1 | 1200 | USD |
| Igor Example | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported |
Fictional sample data. Missing answers are shown separately from confirmed zero values. The downloadable workbook contains the full set of fields.
What the spreadsheet tracks
- Planned and actual activity
- Planned and actual calls and sent proposals use separate numeric fields. Meetings and deals are counted separately.
- Payments received
- Keep payment count, amount received, currency and reporting day. Deal value and money received are different measures.
- Totals and coverage
- Reported amounts are grouped only by the same date and currency. The number of rows reporting an amount appears beside the expected respondent count.
Questions for collecting the data
- Which date are you reporting on? Give planned and actual calls and proposals sent, plus meetings and closed deals.
- How many payments were received, for what amount and in which currency? Report money received, not deal value.
- What are the blockers and the plan for the next day? State confirmed zero values explicitly; clarify unknown figures.
These are the live format’s standard questions. Replies, clarifications and source messages remain available in the app.
How to use the template
Choose the format
Review the standard questions. For project tasks, import and check the register and owners first.
Invite respondents and set the schedule
Choose email or another connected channel, collection days, response deadline and report recipients.
Review the collected result
Check missing information and original replies, read the summary and download the frozen Excel report.
This workbook shows a completed collection, not a form for respondents to fill in. Import a reviewed register for project tasks. Participants answer other formats in text.
Questions about this template
Can a missing value be replaced with zero?
No. Zero confirms that no event occurred. An unknown value stays blank and needs clarification.
Can I report multiple currencies?
Yes. State currency in each daily entry. Different currencies are not added together or converted using an assumed exchange rate.
Will existing sales reports change?
Historical reports and the existing legacy format are preserved. Create a new sales report to collect the extended plans, actuals and payments format.
Put the template to work
View the English example and set up collection with your team. Check the report recipients before sending.