Free sales report templates

Bitrix24 100% free salesman report templates

Are you looking for 100% free salesman report templates? Welcome to Bitrix24, #1 free CRM and sales enablement platform used by over 6 million sales teams. First, let’s talk about what salesman report templates are, and why sales reports in Excel are simply not good enough and how Bitrix24 can help.

Ok, so you have a sales team. 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 shows you current sales (by agent, by product or by department). Sales activity reports show your sales AND activities that were done by each sales person.

Now, we know that sales people absolutely hate reporting. For them, it’s just a waste of time. And that’s where Bitrix24 shines again. You see, free Bitrix24 CRM can be automatically integrated with your phone, email or online calendar. This means that your sales agents 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.


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

Basic features

Full sales cycle management

  • Lead creation from web forms, email or phone calls
  • Custom sales stages
  • Custom fields and CRM forms
  • Duplicate entry prevention
  • Duplicate merge
  • Search filters
  • Product catalog
  • CRM activity stream
  • Learn more

Sales automation

Sales Reporting

  • Activity by agent
  • Sales by agent
  • Leads by stages
  • Sales funnel
  • Sales channels analysis
  • Custom field reports
  • Report templates

Quotes and invoices

  • Print, email, PDF
  • Logo and company info
  • Fully customizable
  • DocDesigner
  • Local taxes
  • Xero integration (beta)
  • Learn more

Email management

  • Emails to CRM
  • Emails from CRM
  • Email storage inside CRM records
  • Email templates
  • Email marketing (free and unlimited)
  • MailChimp integration
  • Learn more

Call center and telemarketing

  • Calls to/from CRM (no integration required)
  • Rent a number or user your current number
  • Toll free, local, international phone number rental
  • Phone call recording (mp3 files)
  • Employee extensions
  • Forward to mobile
  • 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.

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