Free Sales Report Templates

Are you looking for 100% free sales report templates? Welcome to Bitrix24, #1 free CRM and sales enablement platform used by over 7 million sales teams.

Each and every day your sales reps perform activities – they make calls, do office visits, send cold emails and hopefully, close deals. As a business owner or a sales department head, you probably have the following questions: 

1.    What are my sales this week or this month? 

2.    What has Jack been doing during the past two weeks? 

3.    Is Jenny a better closer than Jack? 

4.    How many deals can I realistically expect to close by December?

Sales reporting software gives you answers to all these questions and unlike Excel templates, you don’t even need to enter data manually to get your sales reports. Here are a few examples of sales reports that are available in Bitrix24. Do note that there’s a very important distinction between sales reports and sales activity reports. Sales report just show you current sales (by agent, by product or by department). Sales activity reports show your sales AND activities that were done by each salesperson.

Now, we know that salespeople absolutely hate reporting. For them, it’s just a waste of time. And that’s where Bitrix24 shines again.  Bitrix24 CRM can be automatically integrated with your phone, email or online calendar. This means that your sales team no longer need to track how many phone calls were made or emails were sent. Bitrix24 will automatically report that Jack has received 17 incoming phone calls and made 59 outbound calls or that Jenny has scheduled 19 meetings with clients last week in here calendar. Bitrix24 can even calculate ROI for your marketing efforts if you invest in online advertising. Bitrix24 takes sales reporting to another level. Not only do you get detailed weekly sales reports and daily salesman report, but also sales reporting templates you can choose from based on what data you need.

Register today and join the 7,000,000 companies that already use Bitrix24 free sales reporting templates.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic features

  • Unlimited personal and group tasks
  • Task templates
  • Task delegation
  • Different roles
  • Responsible persons
  • Tasks to calendar events
  • Tasks to in-built CRM
  • Time tracking
  • Gantt chart or Kanban style
  • Learn more

Task Management

  • Unlimited personal and group tasks
  • Task templates
  • Task delegation
  • Different roles
  • Responsible persons
  • Tasks to calendar events
  • Tasks to in-built CRM
  • Time tracking
  • Gantt chart or Kanban style
  • Learn more

Time and Planning

  • Clock-in/Clock-out
  • Task time tracking
  • Exclusion of holidays and weekend days
  • Customizable workday settings
  • Daily planner
  • Online calendar
  • Mobile calendar
  • Learn more

Collaboration

  • Social network 
  • Relevant newsfeed
  • Mandatory announcements
  • IM & Team chat
  • Call & video conferencing
  • Appreciation badges
  • Mentions and comments
  • File sharing and synchronization
  • Learn more

HR and Employee Management

  • HR tools
  • Company directory and structure
  • Intranet & Extranet (external users)
  • Gantt chart
  • Employee workload planning
  • Absence, vocation and other forms
  • Efficiency reports
  • Learn more

Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.

8,000,000+ organizations have chosen Bitrix24