Free Sales Call Report Template Download

sales report template

Sales success is simple: know where you are and how you’re doing so you know where you need to go next.  The best way to gain that information is through sales call reports. And if you’re not setting aside time during the day to measure your sales activity in a call report, you’re wasting your time trying to reinvent the wheel.

free sales call report

Why Do I Need Sales Call Reports?

Activity leads to sales, and one of the best activities your team can do is a sales call. To us, a sales call is a face-to-face visit. The more effective you can make the sales call, the more sales you make. Since these calls are such a vital piece of the sales puzzle, it’s crucial for salespeople and sales managers to track them. Enter sales call reports. As a sales manager, there are two specific benefits you get from these reports.

1. Calculate Needed Activity Levels

First, you use the reports to make sure activity levels represent the result you want.

Work backwards: If I want my sales to be x, how many average clients will it take? To close that many clients, how many people do I need to quote? In order to get that number of quotes, how many prospects do I need to see?

Once you do the math, you’ll know just how many prospects each salesperson needs to see daily.

2. Train New Salespeople on Activity From the Start

New salespeople can learn the value of activity from the beginning. Rather than wasting time teaching the product and the brand in the classroom, train your sales reps in the field. Then they learn how to produce the right activity levels right away.

Too often, managers start with months of training before putting a new salesperson in the field. But what happens when you find out they’re scared to meet people, avoid the phone, or just don’t follow through? You’ve wasted months of investment in this person without anything to show for it.

Instead, what if you start with activity levels? Train your sales reps to reach the needed level of activity from the beginning. Then they’ll only grow stronger as they learn more about your company and product.

Download Our Free Sales Call Report Template

You can download this free sales call report template to help track your daily progress and make sure you don’t miss out on closing those leads you spent so much time nurturing.

Out of sight really is out of mind and without a report to track sales calls, it’s far too easy to forget about leads and lose money from lost sales. Having a report directly in front of your eyes forces you to consider those next gentle nudges to push each of your leads towards that final closing sales call.

Download this Sales Call Report template to track your activities in face-to-face meetings. You can even customize it to your needs. Then give it to your salespeople so they can keep track of their activities. When you see their reports, you’ll know if their activity levels are setting them up for success.

free sales call report

Mastering Your Sales Call Report Entry Habits

This sales report template is great for doing reports manually, but with CallProof you can get the same report with the click of a button. Instead of your salespeople filling out paperwork and returning it to you, they can simply use the CallProof App. With CallProof, they click an icon before they go into a meeting, click another when they leave, speak their notes into their phone, press a final icon, and they’re done. With one click, you can get that report any time, in real time.

The little time needed to invest in your call reports will pay huge dividends but you need to make sure you’re entering your data regularly and accurately.

If you’re struggling to find time to keep up with reporting your sales progress, CallProof has a system that automates the process for you and will deliver reports directly to your e-mail inbox every morning. Sign up for a 14-day free trial (no credit card required!)