Google Sheets Sales Report Template

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Google Sheets Sales Report Template

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McKinsey found that data-driven businesses are 23 times more likely to acquire customers. The difference is rarely budget or talent — it’s knowing which numbers to watch and reviewing them consistently. This Sales Report builds that habit in minutes.

What’s inside this Sales Report template

  • Customer acquisition cost tracker — total marketing spend divided by new customers, automatically
  • Churn rate calculator — monthly and annual churn calculated from your subscriber numbers
  • NPS or satisfaction score log — track customer sentiment over time in the same dashboard
  • Weekly review checklist — a prompt to update each KPI so the dashboard stays current

How to use this Sales Report template

  1. Get instant access to the template using the button above.
  2. Make a copy via File → Make a copy and rename it for your business.
  3. Define your 6 to 10 most important metrics in the KPI configuration tab.
  4. Set your weekly, monthly, and annual targets for each KPI.
  5. Update the dashboard every Monday and share the link with your team before the weekly meeting.

Why Google Sheets for Sales Report?

Most business intelligence tools require either a data connection or a dedicated analyst to keep them current. This template works with numbers you already know — the kind you get from your payment processor, your email tool, and your own memory of last week.

Frequently asked questions

Can I share this with investors or board members?

Yes. The template includes a presentation-ready summary tab with clean formatting. Hide the raw data tabs and share only the summary view for external audiences.

Can different team members own different KPIs?

Yes. Assign each KPI to an owner in the configuration column and share the sheet with your team. Each person updates their own metrics and the dashboard reflects changes for everyone.

Does the template generate charts automatically?

Yes. The dashboard tab includes automatically updating charts for the key trend metrics. You can customise chart types by right-clicking and selecting ‘Edit chart’.

Need more than one template?

Get the complete Sales Report Bundle — 20+ professional templates, ready to use.

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