sales data analysis presentation

How to Perform a Sales Analysis (Step-by-Step): Methods & Metrics

Want to achieve your sales goals? Then you have to kiss guesswork and intuition goodbye. Instead, get cozy with regular sales analysis to generate cold, hard data for your team.

Of course, wanting to go steady with data and actually making it happen are two different things. To make it a reality, you have to know what sales analysis is, why it's so beneficial to sales teams like yours, and how to analyze sales metrics and KPIs for your sales strategy .

Keep reading to learn everything you need to know about sales data analysis. That way, you can boost performance —for you and your team—and capture that elusive jena se qua that will turn your competitors green with envy. Let's do this!

What is Sales Analysis?

It's pretty simple: sales analysis is what happens when sales professionals monitor sales data in order to evaluate sales team performance. Doing so can uncover insights about:

• Top-performing products/services
• Underperforming products/services
• Customer behavior and retention
• New sales and market opportunities
• The future outlook of your sales team

When done right, sales analysis can help you run a more efficient and effective sales department now and in the future .

Curious about the total contract value ? Hey there, our article holds the answers.

How Often Should You Perform a Sales Analysis?

Worried you'll come off too strong? You don't want to look desperate. How much is too much? Luckily, the quickest way to sales analysis heart is to spend quality time with it.

In other words, check in regularly. How regularly depends on the sales metrics you need to track, your overall performance, and the type of sales reports you're analyzing.

Your sales goals can also impact how often you should perform sales analysis.

In general, expect to track overarching metrics like net sales and/or deal size on a monthly basis . More specific metrics, like calls or emails sent, should be tracked on a shorter-term basis. Remember to monitor seasonal changes and YoY metrics, whatever your cadence.

What is Included in a Sales Analysis?

Better said: what isn't included in a sales analysis?

Ultimately, what you decide to include in your sales analysis report will depend on your goals. Here are some ideas:

• Sales activity volume
• The ratio of new leads to qualified leads
• Information about your pricing structure
• Data on your social media campaigns
• Current sales trends
• Revenue and costs for a specific period

Along with these things, a clear sales data analytics report will show you what to do with the information. Specific action steps are a vital piece of sales analysis, meaning you can do more with the information you've gathered. Moreover, explore Google Sheets alternatives that may better suit your sales analytics needs, providing enhanced functionalities for improved data management.

What is Sales Analysis Useful For? 4 Irresistible Benefits

Why should sales managers get serious about sales analysis? Two words: the benefits!

Seriously, if you want to see how your team performs against its sales goals—throughout the entire sales cycle—you need to monitor the specific metrics that pertain to them.

They may have unmet demands that will streamline your business processes and benefit you in the long run, including outsourcing needs that cover 3PL warehouse management , manufacturing, offshore or onshore, etc. This is one of the reasons why those metrics must be monitored.

Once you do, you can make better decisions, understand market trends, boost company profits, and improve customer satisfaction. Let's take a closer look:

• Make better decisions: Sales analysis will reveal the real-time success of your sales plan . You can use this information to build a better, data-driven approach.
• Understand market trends: It doesn't matter what you're doing—launching a new product, planning inventory , etc. A sales analysis report will help you uncover hot market opportunities and must-know trends to maximize your efforts.
• Boost company profits: Top sales reps spend more time talking to high-quality leads. Sales analysis will help you identify the best prospects so your team can close more deals. It will also reveal information regarding your non-customers, which can be used to sharpen your sales pitch and personalize future marketing strategies .
• Improve customer satisfaction: Sales analysis will help you understand what customers want and why they buy. These details can be used to forge deeper bonds with your target audience, leading to more upsell and cross-sell opportunities.

Does the idea of sales analysis have you hot and bothered? Great! Now, I'll show you a proven, four-step process you can use to analyze the metrics and KPIs that matter to you.

How to Perform Sales Analysis: A 4-Step Process

You're ready to take the plunge and generate your sales analysis report—but how? Follow this four-step process, and you'll have sales analysis wrapped around your finger quickly!

Step 1: Choose the Right Sales Analysis Method

Different sales analysis methods will allow you to generate various kinds of reports. So, before you do anything else, choose a method that aligns with your sales goals.

Here are seven specific sales analysis reports you need to know about:

• Sales trend analysis: This type of sales analysis looks for patterns in sales data. Use it to track your team's progress toward its goals while understanding sales patterns in specific products, customers, and/or geographies.
• Sales performance analysis: Sales performance analysis is crucial for effective sales performance management . This type of analysis will help you gauge your sales team's performance and evaluate the overall effectiveness of your sales strategy. Utilize it to compare actual results to expected outcomes and make necessary adjustments. Implementing these changes can lead to faster closing times, increased win rates, and a significant boost in revenue growth. (Dive into the world of CRM and its pivotal role in driving revenue growth .)
• Predictive sales analysis: This type of sales analysis is designed to help you predict future risks and opportunities. Use it to create accurate sales forecasts.
• Sales pipeline analysis: This type of sales analysis will help you discover common sales activities prospects go through before they convert. As such, it will give your sales team the context to shorten sales cycles and close more deals.

• Product sales analysis: This type of analysis is perfect for large companies and/or companies with extensive product offerings. It helps them determine which products actually affect their bottom lines. Use it to understand your company's demographics better, pinpoint popular products, and the like.
• Prescriptive analysis: This type of sales analysis will empower your sales reps with knowledge, helping them determine which opportunities to pursue and which to dump like radioactive waste. Use it to increase rep success and team-wide win rates.
• Market research: This type of sales analysis may seem old-fashioned, but it's never gone out of style. To use this technique, survey your customers, research your competitors through web scraping (a technique that automates the process of extracting data from a website ) using curl proxy for greater efficiency and reliability, and read general sales statistics. Once you do, you'll better understand your customer's needs , thereby improving your sales effectiveness.

Step 2: Identify the Specific Information You Need

You've chosen the perfect sales analysis method. It just seems to get you and the sales goals you want to achieve. Congratulations! But your work is far from over…

Now, you need to identify the specific bits of information you need. For example, you might want to measure the impact of your sales training efforts. Or find the top-selling product from a recent marketing campaign. Or determine similarities between repeat customers.

When you know what information you need, you can choose metrics and KPIs to help you acquire, track, and measure it. We'll discuss this a bit more in the next section.

Before we get there, though, we need to talk about timing. What time frames should you collect data for? The answer to that question will depend on the metrics you're tracking, but weekly, monthly, quarterly, and yearly periods are common.

Remember that consistency is essential, regardless of which metrics you monitor. With that in mind, we plan to conduct an analysis more frequently during special promotions.

Step 3: Choose a Sales Analysis Tool and Analyze Your Data

Your sales analysis efforts are going strong! To keep them that way, invest in an analytics tool to help you get the most out of every metric you decide to track. Here are a few ideas:

• Spreadsheets: You gotta love the classics. A spreadsheet tool like Microsoft Excel can help you analyze and interpret your sales data. Just ensure you have sufficient quantity and quality of data before you start. If you don't, you won't be able to make informed decisions that propel your company forward. (Note: sidle up on these report templates to make spreadsheet reporting easier!)
• CRM software: Every sales organization needs a CRM. How else will you store contact information, automate email sequences, and view sales pipelines from one dashboard? Newsflash: your CRM tool can also be used for sales analysis. If you use Close , for example, you can quickly generate reports for any metric or KPI, including detailed pipeline and funnel reports, which will help you with sales forecasting .
• Sales analytics apps: Some tools are entirely dedicated to sales analysis. Chorus.ai , for example, will help you analyze sales calls and pinpoint areas of improvement. Gong.io will help you report on customer interactions and forecast future sales. And Seismic will help you calculate the effect of your sales enablement efforts.

At the end of the day, choose the sales analysis tool to help you accomplish your goals. Look for substance, not style. We all know you'll make better business decisions with the right data analytics tools in your toolbox.

Step 4: Share Your Results with Relevant Stakeholders

Last but not least, you need to present your sales data analysis to key stakeholders.

Unless you’re asked to share the process by which you arrived at your results, only show the main findings. You can use graphs and visuals to help your audience interpret the data. Additionally, employing tools like the revenue growth calculator can be instrumental in visualizing and comprehending complex sales data effectively.

For example, if you lead a sales team and want to share information regarding team performance with your CEO, you might want to include charts around your sales goals, your best-selling products, and your team's revenue and expenses.

Overall, your sales analysis presentations should share actionable insights and be easily understood. They should also end with recommendations to help accomplish this goal.

Seeking sales excellence? Discover the power of challenger selling strategies .

Choosing the Sales Analysis Metrics and KPIs That Matter

At this point, you know exactly how to perform an in-depth sales analysis—follow the four-step process above. Now, you need to choose a few KPIs to monitor.

Here are ten metrics you'll probably end up tracking at some point. This is not an exhaustive list of KPIs. If you want that, check out this article when you're done with it.

1. Monthly Sales Growth

This metric will give you the juicy details on your overall sales revenue. Is it going up, going down, or holding steady? Knowing this will help you better optimize your sales processes.

How to calculate it: (Current month’s performance - Previous month’s performance) / 100

2. Sales Opportunities

This KPI will tell you about the opportunities your sales reps create. It can be used to determine good and bad-fit prospects, which makes it useful for sales prospecting.

How to calculate it: Count the total number of opportunities your sales team creates within a specified period, such as one month, one quarter, or one year.

3. Lead Conversion Rate

This metric will help you understand why and how leads are converted . You can then use this information to design a foolproof customer acquisition plan for your company.

How to calculate it: (Number of leads that converted into opportunity in a given period) / (Number of leads created in this period)

4. Average Conversion Time

This KPI is all about productivity. Track it to determine how long leads can convert into paying customers. You can combine it with other metrics, like lead conversion rate and total sales opportunities, for a handy bird’s eye view of your company's sales pipeline.

How to calculate it: (The sum of all lead conversion times within a specified period) / (Number of lead conversion times included in that period)

5. Monthly Onboarding and Demo Calls Booked

This metric will help you understand the health of your sales funnel. Prospects who make it to the demo and/or onboarding stages of your funnel are likely to convert.

How to calculate it: Count the number of onboarding and demo calls booked in a time period

6. Pipeline Value

This KPI will tell you the revenue you can expect to generate from the sales opportunities in your department's pipeline within a specific time frame.

How to calculate it: (Value of projected sale) x (Percentage of confidence they will close.)

7. Sales Targets

This metric will share historical data regarding team performance. Want to know the amount of revenue generated or the number of product subscriptions sold? This metric will help.

8. Customer Lifetime Value (CLV)

This is an extremely popular KPI —with good reason. Track it to learn how much revenue the average customer generates for your company during their lifetime based on the average deal size and how long your customers stay with you. Then, use it to predict future revenue, make informed decisions about customer acquisition , etc.

How to calculate it: (Average revenue per user) x (Average customer lifetime)

9. Calls and Emails Per Rep

This metric tells you how many calls and emails your sales team makes daily, weekly, and monthly. It can be used to evaluate productivity and identify broken sales funnels.

How to calculate it: Tally up the total number of calls/emails your sales team makes within a specified period of time.

Want to amplify your sales results? Dive into our comprehensive guide on the best sales productivity tools available.

10. New and Expansion Monthly Recurring Revenue (MRR)

These are essential metrics for SaaS companies because they tell them how much revenue they generated this month compared to last month. Brands can then use this information to determine the effectiveness of their sales and marketing teams and help minimize churn.

How to calculate these two metrics:

New MRR = (New customers) x (MRR per new customer)

Expansion MRR = [(Expansion MRR at the end of the month – Expansion MRR at the beginning of the month) / Expansion MRR at the beginning of the month] x 100

Fall in Love with Sales Analysis

Sales analysis reports create accountability, reveal insights about one's customer base , the specific traits top-performing sales reps have… Honestly, they have the power to revolutionize your entire sales and decision-making processes, which is why they deserve your unending love and devotion.

The question is, which tool will you use to generate said reports? Here's my advice: choose Close. Our top-rated CRM platform has all the tools you need to create custom reports and monitor specific KPIs. Even better, you can try it with this 14-day free trial before buying it.

That's right, I'm not asking you to put a ring on our hand just yet. Take us out on a date, see what we offer, and then decide if you want to spend the rest of your life with us. (Or at least the rest of your sales career .) Something tells me we're a match made in heaven!

I want to try Close for free for 14 days . (Say YES!!!)

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Present Your Data Like a Pro

• Joel Schwartzberg

Demystify the numbers. Your audience will thank you.

While a good presentation has data, data alone doesn’t guarantee a good presentation. It’s all about how that data is presented. The quickest way to confuse your audience is by sharing too many details at once. The only data points you should share are those that significantly support your point — and ideally, one point per chart. To avoid the debacle of sheepishly translating hard-to-see numbers and labels, rehearse your presentation with colleagues sitting as far away as the actual audience would. While you’ve been working with the same chart for weeks or months, your audience will be exposed to it for mere seconds. Give them the best chance of comprehending your data by using simple, clear, and complete language to identify X and Y axes, pie pieces, bars, and other diagrammatic elements. Try to avoid abbreviations that aren’t obvious, and don’t assume labeled components on one slide will be remembered on subsequent slides. Every valuable chart or pie graph has an “Aha!” zone — a number or range of data that reveals something crucial to your point. Make sure you visually highlight the “Aha!” zone, reinforcing the moment by explaining it to your audience.

With so many ways to spin and distort information these days, a presentation needs to do more than simply share great ideas — it needs to support those ideas with credible data. That’s true whether you’re an executive pitching new business clients, a vendor selling her services, or a CEO making a case for change.

• JS Joel Schwartzberg oversees executive communications for a major national nonprofit, is a professional presentation coach, and is the author of Get to the Point! Sharpen Your Message and Make Your Words Matter and The Language of Leadership: How to Engage and Inspire Your Team . You can find him on LinkedIn and X. TheJoelTruth

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Introduction

Are you looking to improve your sales performance and drive revenue growth for your business? Sales data analysis can help you achieve these goals by providing valuable insights into consumer behavior, market trends, and sales performance. In this guide, we will explore what sales data analysis is, why it is important, and who can benefit from it.

Briefly Explain What Sales Data Analysis Is

Sales data analysis is the process of collecting, cleaning, and analyzing sales data to extract insights that can be used to improve sales performance and drive revenue growth. It involves using statistical and analytical tools to identify patterns and trends in sales data, such as sales volume, revenue, customer behavior, and market trends.

Why It's Important

Sales data analysis is important because it helps businesses make informed decisions about their sales strategy and customer engagement. By analyzing sales data, businesses can identify areas of strength and weakness in their sales process, target the right customers with the right message, and improve their overall sales performance. Sales data analysis can also help businesses identify new opportunities for growth and adapt to changing market trends.

Who Can Benefit from This Guide

• Sales managers who want to analyze sales data to improve sales performance
• Business owners who want to drive revenue growth through better sales strategies
• Marketing professionals who want to use sales data analysis to improve customer engagement and conversion rates
• Data analysts who want to learn more about sales data analysis and its application in the real world

In short, this guide is for anyone who wants to take a data-driven approach to sales and improve their sales performance and revenue growth.

For more information on how ExactBuyer can help you with effective sales data analysis, visit our website https://www.exactbuyer.com/ .

Section 1: Setting up your data analysis system

Setting up your data analysis system is an essential step in any business that wants to make data-driven decisions. In this section, we will discuss the different aspects of setting up your data analysis system.

Importance of organizing your data

Organizing your data is crucial for effective data analysis. Here are some reasons why:

• Easy accessibility: When data is well organized, it is easier to find, access, and use when needed.
• Better insights: Well-organized data provides better insights, as it is easier to understand and analyze.
• Efficient decision making: When data is organized, decision-making processes become more efficient, as relevant information can be found quickly.

To organize your data, start by defining what type of data you will collect and where it will be stored. Consider using a data management tool to help keep your data organized and easily accessible.

Tips for data collection

Collecting high-quality data is essential for accurate analysis. Here are some tips for effective data collection:

• Define your data collection goals: Clearly define what data you need to collect and why.
• Use consistent methods: Use the same data collection techniques and tools consistently to ensure data consistency and accuracy.
• Validate your data: Check for errors and inconsistencies in your data before using it for analysis.
• Consider using automation: Take advantage of automation tools to increase the speed and accuracy of your data collection.

Tools and software for data analysis

The right tools and software can make all the difference when it comes to data analysis. Here are some tools and software that can help:

• Excel: A powerful tool for organizing, analyzing, and visualizing data.
• Python: A popular programming language for data analysis and machine learning.
• Tableau: A data visualization software that can help you gain insights from complex data.
• R: A programming language commonly used for statistical analysis and data visualization.
• ExactBuyer: A real-time contact and company data platform that offers audience intelligence solutions to help businesses build more targeted audiences.

Consider using multiple tools and software to get a comprehensive view of your data. Choose the right tools based on your specific needs and expertise.

Section 2: Understanding your data

As a sales professional, understanding your data is crucial to making informed decisions that drive business growth. In this section, we will explore the different types of sales data you can analyze, how to identify patterns and trends, segment your data for more detailed analysis, and common pitfalls to avoid.

Types of sales data to analyze

• Revenue data - this includes total sales, profit margins, and revenue growth over time.
• Customer data - this includes customer demographics, purchase history, and lifetime value.
• Product data - this includes product sales, inventory levels, and product performance metrics.
• Sales activity data - this includes sales calls, emails, and meetings.

How to identify patterns and trends

Identifying patterns and trends can help you make predictions about future sales and adjust your strategy accordingly. Here are some tips:

• Visualize your data using charts and graphs to spot trends more easily.
• Look for correlations between different datasets to identify patterns.
• Track changes over time to see if there are any seasonal trends or changes in customer behavior.

Segmenting data for more detailed analysis

Segmenting your data allows you to dig deeper into specific subgroups and identify opportunities for growth. Here are some ways to segment your data:

• Customer segmentation - group customers based on demographics, behavior, and buying patterns.
• Product segmentation - group products by category, sales volume, and profitability.
• Sales team segmentation - group sales reps by performance, location, and other factors to identify areas for improvement.

Common pitfalls to avoid

When analyzing data, there are some common pitfalls that can lead to inaccurate conclusions. Here are some things to watch out for:

• Sampling bias - drawing conclusions based on a small and unrepresentative sample.
• Correlation vs. causation - mistaking correlation for causation can lead to incorrect conclusions.
• Not considering the context - not taking into account external factors that could impact your sales data, such as market trends or seasonal events.

By understanding your data, you can gain valuable insights that help you optimize your sales strategy and drive business growth.

Section 3: Forecasting Sales

Forecasting sales is an essential component of any successful business. Understanding how to predict sales trends and revenue allows businesses to plan for the future, adjust inventory levels, and make informed decisions about hiring and growth strategies.

Using Historical Data for Accurate Predictions

Historical sales data is a valuable resource for predicting future sales patterns. By analyzing past performance, businesses can identify trends and patterns that might impact future sales, such as seasonal fluctuations or changes in consumer behaviour. Utilizing historical data can help to predict areas of growth or decline and ultimately improve decision-making for long-term success.

Analyzing Sales Trends and Seasonality

Sales trends and seasonality refer to the patterns of sales volume over time. For instance, if a business sells more products during the holiday season, it is experiencing a seasonal trend. Analyzing these trends can help businesses better understand why sales vary over time, make predictions about future sales, and adjust marketing and sales strategies accordingly.

Forecasting Tools and Techniques

There are various tools and techniques for forecasting sales, including statistical models, time-series analysis, and machine learning algorithms. By using these methods, businesses can develop accurate and reliable predictions about future sales volume, identify areas of growth and improvement, and make informed decisions about resource allocation and marketing strategies.

• Statistical models: This forecasting tool uses data analysis to identify patterns and trends in sales data. Businesses can use statistical models like regression analysis to identify the impact of specific drivers or variables on sales volume.
• Time-series analysis: This technique involves analyzing sales data over a specific time period to identify trends. By using time-series analysis, businesses can make predictions about future sales volume and adjust their strategies and inventory levels accordingly.
• Machine learning algorithms: These algorithms use data analysis and artificial intelligence to learn from historical data and make accurate predictions about future sales volume. Machine learning algorithms require large amounts of data to train, but can provide highly accurate predictions on future sales volume.

Section 4: Reporting and Presentation

As you collect and analyze sales data, it’s important to present your findings in a way that is clear, concise, and impactful. This section will cover how to create visualizations that effectively communicate your insights, which KPIs to measure, and tips for presenting your data in a way that drives action.

How to create impactful visualizations of your data

Data visualizations are an effective way to convey complex information in a way that is easy to understand. When creating visualizations of your sales data, keep these tips in mind:

• Choose the right type of visualization for your data (e.g., bar charts, line charts, scatter plots, etc.)
• Use colors strategically to highlight key points or trends
• Include labels and annotations to provide context and clarity
• Keep the design simple and uncluttered
• Use interactive features where appropriate to allow your audience to explore the data further

Which KPIs to measure and how

KPIs, or key performance indicators, are metrics that help you track progress towards your sales goals. When selecting KPIs to measure, it’s important to choose ones that are relevant to your business and align with your overall strategy. Some common KPIs to consider include:

• Sales growth rate
• Customer acquisition cost
• Customer lifetime value
• Win/loss ratio
• Sales per rep

Once you have identified the KPIs to track, create a system for measuring and reporting on them regularly. This could include weekly or monthly reports, dashboards, or other tools.

Tips for effective data reporting and presentation

Finally, when presenting your sales data, there are a few tips to keep in mind:

• Know your audience and tailor your presentation to their needs and interests
• Lead with your most important insights or findings
• Use clear and concise language
• Include relevant context and benchmarks to provide perspective
• Focus on actionable insights that drive decision-making

By following these tips, you can create data presentations that inform and inspire action within your organization.

If you're looking to create impactful visualizations of your sales data, ExactBuyer can help. Our audience intelligence solutions provide real-time contact and company data that can help you build more targeted audiences. Visit our website to learn more.

Section 5: Conclusion

In this tutorial, we have covered the importance of sales data analysis and how it can help you make informed decisions about your business and sales strategies. By analyzing data related to your customers, products/services, and sales performance, you can identify areas of improvement and develop strategies to increase revenue and profits.

Recap of key takeaways

• Sales data analysis refers to the process of collecting, analyzing, and interpreting data related to various sales metrics to make informed business decisions.
• It involves analyzing data related to customers, products/services, and sales performance to identify areas of improvement and develop strategies to increase revenue and profits.
• The key metrics to track in sales data analysis include conversion rates, customer acquisition costs, customer lifetime value, sales pipeline velocity, and sales team productivity.
• To conduct sales data analysis, you need to have access to reliable and accurate data, use the right tools and techniques, and define clear business objectives and goals.

Ways to implement and optimize your sales data analysis

To implement and optimize your sales data analysis, consider the following:

• Use a reliable CRM system to manage your sales data and automate data collection.
• Define clear business objectives and goals and align your sales data analysis with them.
• Identify the key metrics to track and focus on the ones that have the most impact on your business.
• Use the right tools and techniques such as data visualization, predictive analytics, and machine learning to analyze your sales data and gain insights.
• Share your findings and insights with your sales team and use them to develop strategies to improve your sales performance.

Final thoughts

Overall, sales data analysis is a powerful tool that can help you make informed decisions about your business and sales strategies. By analyzing data related to your customers, products/services, and sales performance, you can identify areas of improvement and develop strategies to increase revenue and profits. Remember to use reliable data, focus on the key metrics, and use the right tools and techniques to conduct your sales data analysis. Good luck!

How ExactBuyer Can Help You

Reach your best-fit prospects & candidates and close deals faster with verified prospect & candidate details updated in real-time. Sign up for ExactBuyer .

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Blog Data Visualization 10 Data Presentation Examples For Strategic Communication

10 Data Presentation Examples For Strategic Communication

Written by: Krystle Wong Sep 28, 2023

Knowing how to present data is like having a superpower. 

Data presentation today is no longer just about numbers on a screen; it’s storytelling with a purpose. It’s about captivating your audience, making complex stuff look simple and inspiring action. 

To help turn your data into stories that stick, influence decisions and make an impact, check out Venngage’s free chart maker or follow me on a tour into the world of data storytelling along with data presentation templates that work across different fields, from business boardrooms to the classroom and beyond. Keep scrolling to learn more! 

Click to jump ahead:

10 Essential data presentation examples + methods you should know

What should be included in a data presentation, what are some common mistakes to avoid when presenting data, faqs on data presentation examples, transform your message with impactful data storytelling.

Data presentation is a vital skill in today’s information-driven world. Whether you’re in business, academia, or simply want to convey information effectively, knowing the different ways of presenting data is crucial. For impactful data storytelling, consider these essential data presentation methods:

1. Bar graph

Ideal for comparing data across categories or showing trends over time.

Bar graphs, also known as bar charts are workhorses of data presentation. They’re like the Swiss Army knives of visualization methods because they can be used to compare data in different categories or display data changes over time. 

In a bar chart, categories are displayed on the x-axis and the corresponding values are represented by the height of the bars on the y-axis. 

It’s a straightforward and effective way to showcase raw data, making it a staple in business reports, academic presentations and beyond.

Make sure your bar charts are concise with easy-to-read labels. Whether your bars go up or sideways, keep it simple by not overloading with too many categories.

2. Line graph

Great for displaying trends and variations in data points over time or continuous variables.

Line charts or line graphs are your go-to when you want to visualize trends and variations in data sets over time.

One of the best quantitative data presentation examples, they work exceptionally well for showing continuous data, such as sales projections over the last couple of years or supply and demand fluctuations. 

The x-axis represents time or a continuous variable and the y-axis represents the data values. By connecting the data points with lines, you can easily spot trends and fluctuations.

A tip when presenting data with line charts is to minimize the lines and not make it too crowded. Highlight the big changes, put on some labels and give it a catchy title.

3. Pie chart

Useful for illustrating parts of a whole, such as percentages or proportions.

Pie charts are perfect for showing how a whole is divided into parts. They’re commonly used to represent percentages or proportions and are great for presenting survey results that involve demographic data. 

Each “slice” of the pie represents a portion of the whole and the size of each slice corresponds to its share of the total. 

While pie charts are handy for illustrating simple distributions, they can become confusing when dealing with too many categories or when the differences in proportions are subtle.

Don’t get too carried away with slices — label those slices with percentages or values so people know what’s what and consider using a legend for more categories.

4. Scatter plot

Effective for showing the relationship between two variables and identifying correlations.

Scatter plots are all about exploring relationships between two variables. They’re great for uncovering correlations, trends or patterns in data. 

In a scatter plot, every data point appears as a dot on the chart, with one variable marked on the horizontal x-axis and the other on the vertical y-axis.

By examining the scatter of points, you can discern the nature of the relationship between the variables, whether it’s positive, negative or no correlation at all.

If you’re using scatter plots to reveal relationships between two variables, be sure to add trendlines or regression analysis when appropriate to clarify patterns. Label data points selectively or provide tooltips for detailed information.

5. Histogram

Best for visualizing the distribution and frequency of a single variable.

Histograms are your choice when you want to understand the distribution and frequency of a single variable. 

They divide the data into “bins” or intervals and the height of each bar represents the frequency or count of data points falling into that interval. 

Histograms are excellent for helping to identify trends in data distributions, such as peaks, gaps or skewness.

Here’s something to take note of — ensure that your histogram bins are appropriately sized to capture meaningful data patterns. Using clear axis labels and titles can also help explain the distribution of the data effectively.

6. Stacked bar chart

Useful for showing how different components contribute to a whole over multiple categories.

Stacked bar charts are a handy choice when you want to illustrate how different components contribute to a whole across multiple categories. 

Each bar represents a category and the bars are divided into segments to show the contribution of various components within each category. 

This method is ideal for highlighting both the individual and collective significance of each component, making it a valuable tool for comparative analysis.

Stacked bar charts are like data sandwiches—label each layer so people know what’s what. Keep the order logical and don’t forget the paintbrush for snazzy colors. Here’s a data analysis presentation example on writers’ productivity using stacked bar charts:

7. Area chart

Similar to line charts but with the area below the lines filled, making them suitable for showing cumulative data.

Area charts are close cousins of line charts but come with a twist. 

Imagine plotting the sales of a product over several months. In an area chart, the space between the line and the x-axis is filled, providing a visual representation of the cumulative total. 

This makes it easy to see how values stack up over time, making area charts a valuable tool for tracking trends in data.

For area charts, use them to visualize cumulative data and trends, but avoid overcrowding the chart. Add labels, especially at significant points and make sure the area under the lines is filled with a visually appealing color gradient.

8. Tabular presentation

Presenting data in rows and columns, often used for precise data values and comparisons.

Tabular data presentation is all about clarity and precision. Think of it as presenting numerical data in a structured grid, with rows and columns clearly displaying individual data points. 

A table is invaluable for showcasing detailed data, facilitating comparisons and presenting numerical information that needs to be exact. They’re commonly used in reports, spreadsheets and academic papers.

When presenting tabular data, organize it neatly with clear headers and appropriate column widths. Highlight important data points or patterns using shading or font formatting for better readability.

9. Textual data

Utilizing written or descriptive content to explain or complement data, such as annotations or explanatory text.

Textual data presentation may not involve charts or graphs, but it’s one of the most used qualitative data presentation examples. 

It involves using written content to provide context, explanations or annotations alongside data visuals. Think of it as the narrative that guides your audience through the data. 

Well-crafted textual data can make complex information more accessible and help your audience understand the significance of the numbers and visuals.

Textual data is your chance to tell a story. Break down complex information into bullet points or short paragraphs and use headings to guide the reader’s attention.

10. Pictogram

Using simple icons or images to represent data is especially useful for conveying information in a visually intuitive manner.

Pictograms are all about harnessing the power of images to convey data in an easy-to-understand way. 

Instead of using numbers or complex graphs, you use simple icons or images to represent data points. 

For instance, you could use a thumbs up emoji to illustrate customer satisfaction levels, where each face represents a different level of satisfaction. 

Pictograms are great for conveying data visually, so choose symbols that are easy to interpret and relevant to the data. Use consistent scaling and a legend to explain the symbols’ meanings, ensuring clarity in your presentation.

Looking for more data presentation ideas? Use the Venngage graph maker or browse through our gallery of chart templates to pick a template and get started! 

A comprehensive data presentation should include several key elements to effectively convey information and insights to your audience. Here’s a list of what should be included in a data presentation:

1. Title and objective

• Begin with a clear and informative title that sets the context for your presentation.
• State the primary objective or purpose of the presentation to provide a clear focus.

2. Key data points

• Present the most essential data points or findings that align with your objective.
• Use charts, graphical presentations or visuals to illustrate these key points for better comprehension.

3. Context and significance

• Provide a brief overview of the context in which the data was collected and why it’s significant.
• Explain how the data relates to the larger picture or the problem you’re addressing.

4. Key takeaways

• Summarize the main insights or conclusions that can be drawn from the data.
• Highlight the key takeaways that the audience should remember.

5. Visuals and charts

• Use clear and appropriate visual aids to complement the data.
• Ensure that visuals are easy to understand and support your narrative.

6. Implications or actions

• Discuss the practical implications of the data or any recommended actions.
• If applicable, outline next steps or decisions that should be taken based on the data.

7. Q&A and discussion

• Allocate time for questions and open discussion to engage the audience.
• Address queries and provide additional insights or context as needed.

Presenting data is a crucial skill in various professional fields, from business to academia and beyond. To ensure your data presentations hit the mark, here are some common mistakes that you should steer clear of:

Overloading with data

Presenting too much data at once can overwhelm your audience. Focus on the key points and relevant information to keep the presentation concise and focused. Here are some free data visualization tools you can use to convey data in an engaging and impactful way. 

Assuming everyone’s on the same page

It’s easy to assume that your audience understands as much about the topic as you do. But this can lead to either dumbing things down too much or diving into a bunch of jargon that leaves folks scratching their heads. Take a beat to figure out where your audience is coming from and tailor your presentation accordingly.

Misleading visuals

Using misleading visuals, such as distorted scales or inappropriate chart types can distort the data’s meaning. Pick the right data infographics and understandable charts to ensure that your visual representations accurately reflect the data.

Not providing context

Data without context is like a puzzle piece with no picture on it. Without proper context, data may be meaningless or misinterpreted. Explain the background, methodology and significance of the data.

Not citing sources properly

Neglecting to cite sources and provide citations for your data can erode its credibility. Always attribute data to its source and utilize reliable sources for your presentation.

Not telling a story

Avoid simply presenting numbers. If your presentation lacks a clear, engaging story that takes your audience on a journey from the beginning (setting the scene) through the middle (data analysis) to the end (the big insights and recommendations), you’re likely to lose their interest.

Infographics are great for storytelling because they mix cool visuals with short and sweet text to explain complicated stuff in a fun and easy way. Create one with Venngage’s free infographic maker to create a memorable story that your audience will remember.

Ignoring data quality

Presenting data without first checking its quality and accuracy can lead to misinformation. Validate and clean your data before presenting it.

Simplify your visuals

Fancy charts might look cool, but if they confuse people, what’s the point? Go for the simplest visual that gets your message across. Having a dilemma between presenting data with infographics v.s data design? This article on the difference between data design and infographics might help you out. 

Missing the emotional connection

Data isn’t just about numbers; it’s about people and real-life situations. Don’t forget to sprinkle in some human touch, whether it’s through relatable stories, examples or showing how the data impacts real lives.

Skipping the actionable insights

At the end of the day, your audience wants to know what they should do with all the data. If you don’t wrap up with clear, actionable insights or recommendations, you’re leaving them hanging. Always finish up with practical takeaways and the next steps.

Can you provide some data presentation examples for business reports?

Business reports often benefit from data presentation through bar charts showing sales trends over time, pie charts displaying market share,or tables presenting financial performance metrics like revenue and profit margins.

What are some creative data presentation examples for academic presentations?

Creative data presentation ideas for academic presentations include using statistical infographics to illustrate research findings and statistical data, incorporating storytelling techniques to engage the audience or utilizing heat maps to visualize data patterns.

What are the key considerations when choosing the right data presentation format?

When choosing a chart format , consider factors like data complexity, audience expertise and the message you want to convey. Options include charts (e.g., bar, line, pie), tables, heat maps, data visualization infographics and interactive dashboards.

Knowing the type of data visualization that best serves your data is just half the battle. Here are some best practices for data visualization to make sure that the final output is optimized. 

How can I choose the right data presentation method for my data?

To select the right data presentation method, start by defining your presentation’s purpose and audience. Then, match your data type (e.g., quantitative, qualitative) with suitable visualization techniques (e.g., histograms, word clouds) and choose an appropriate presentation format (e.g., slide deck, report, live demo).

For more presentation ideas , check out this guide on how to make a good presentation or use a presentation software to simplify the process.  

How can I make my data presentations more engaging and informative?

To enhance data presentations, use compelling narratives, relatable examples and fun data infographics that simplify complex data. Encourage audience interaction, offer actionable insights and incorporate storytelling elements to engage and inform effectively.

The opening of your presentation holds immense power in setting the stage for your audience. To design a presentation and convey your data in an engaging and informative, try out Venngage’s free presentation maker to pick the right presentation design for your audience and topic. 

What is the difference between data visualization and data presentation?

Data presentation typically involves conveying data reports and insights to an audience, often using visuals like charts and graphs. Data visualization , on the other hand, focuses on creating those visual representations of data to facilitate understanding and analysis. 

Now that you’ve learned a thing or two about how to use these methods of data presentation to tell a compelling data story , it’s time to take these strategies and make them your own. 

But here’s the deal: these aren’t just one-size-fits-all solutions. Remember that each example we’ve uncovered here is not a rigid template but a source of inspiration. It’s all about making your audience go, “Wow, I get it now!”

Think of your data presentations as your canvas – it’s where you paint your story, convey meaningful insights and make real change happen. 

So, go forth, present your data with confidence and purpose and watch as your strategic influence grows, one compelling presentation at a time.

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Free Sales Report Presentation Templates

Turn bland sales reports into captivating presentations with free sales report powerpoint templates and google slides themes. impress bosses, wow clients, and motivate your team with creative visuals, editable charts, and easy-to-understand layouts. grab attention, secure funding, and crush goals - all without design headaches. get started for free.

• Simple Sales Report: Perfect for a quick overview, these sales data presentation templates get straight to the point with clear visuals and concise data summaries.
• Sales Performance Dashboard : Track your progress with interactive charts and graphs that showcase your team's wins and areas for improvement.
• Sales Portfolio : Highlight your most successful projects and showcase the value you bring to your clients.
• Finance: Present your revenue, budgets, and ROI clearly and effectively.
• Sales managers: Impress your boss and secure that promotion with a data-driven report that showcases your team's brilliance.
• Marketing teams: Align your sales efforts with your marketing strategy using templates that tell the story of your customer journey.
• Business owners: Secure funding, attract new investors, and make informed decisions with presentations that leave a lasting impression.
• Team meetings: Keep your team informed and motivated with clear, concise presentations.
• Client meetings: Impress potential clients and secure new deals with professional, data-driven presentations.
• Industry events: Share your insights and expertise with a wider audience using engaging and informative slides.

We're here to help you!

Where can i find free sales report templates.

Slide Egg offers a huge library of free sales report PowerPoint and Google Slides themes. Simply browse the category and download your favorites!

Do I need any special design skills to use these templates?

Absolutely not! Our templates are designed for everyone, regardless of design experience. Simply edit the text, charts, and colors to match your data and brand.

What types of sales reports can I create with these templates?

Our selection covers a wide range, from simple summaries to detailed forecasts, portfolio showcases, and performance dashboards. Find the perfect template to match your specific needs.

Can I customize the templates?

Yes, you can! All elements are fully editable, including text, charts, graphics, and colors. Make the templates your own and tell your unique story.

Are these templates compatible with PowerPoint and Google Slides?

Yes! Our templates are available in both PowerPoint and Google Slides formats, so you can choose your preferred platform.

Can I add my company logo and branding to the templates?

Of course! Add your logo, colors, and fonts to personalize the templates and match your brand identity.

How can I make my sales report presentation stand out?

Using high-quality visuals, clear storytelling, and concise data presentation is key. Explore our creative slide layouts, editable charts, and infographic elements to add visual interest.

Can I share my presentation with others?

Yes, you can share your finished presentation with others, either offline or online, depending on your chosen platform.

The Ultimate Guide to Sales Analysis Reports

Table of contents

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

If you were to ask the most successful CEOs in the world to create a list of the most important areas in their companies, they will all inevitably have the same thing at the top of the list – Sales.

This isn’t surprising. After all, sales drive revenue, and improving the sales process should always be the number one priority in any business, no matter its size.

However, analyzing and then optimizing your sales process can hardly be done without the help of additional tools. And that’s where Sales analysis reports come in.

Sales analysis reports provide you with an overview of all the significant data and metrics related to your sales process. They also make sales process optimization a lot easier since you will be able to identify all the strengths and weaknesses much quicker.

In this article, we are going to walk you through what sales analysis reports are, how to create them, explain their benefits, and show you how to analyze the data you acquire.

What Is a Sales Analysis Report?

How are sales analysis reports helpful, what should be included in a sales analysis report, types of sales analysis reports, how do you analyze sales results, how to write a sales analysis report in 6 steps, improve sales analysis and forecasting with databox.

A sales analysis report is a document that includes all of the most important data of your business’s sales process and provides you with a complete overview of your sales trends, volume, and overall sales activities.

Some of the metrics included in sales analysis reports are:

• Sales trends
• Lead conversion rate
• Number of leads in the sales pipeline
• Historic sales data
• Sales team performance
• Product assessment

The main goal of this report is to inform you whether there is an increase or reduction in sales. Once you finish analyzing the data in a sales analysis report, you will be able to create better strategies, avoid unnecessary costs, and identify which areas in the sales process need to be optimized.

From new startups to huge corporations, sales analysis reports are an indispensable practice for all companies. During a fiscal year, sales managers will often turn to sales analysis reports in order to come up with efficient strategies going forward.

Now that you understand what sales analysis reports are, you might be wondering about the exact benefits that they bring to the table.

We will break them down one by one so you understand just how crucial these reports are to your company.

Show Actual and Projected Sales

Evaluate product demand, assess market prices, provide customer analysis, improve sales strategies.

It is also crucial to know the main differences between analytics vs. reporting . By doing to, you can ensure that you use the appropriate methods and techniques to meet your reporting goals and provide actionable insights to stakeholders.

Sales analysis reports provide you with an insight into the actual sales that occurred in a specific time period. You can filter this either quarterly, yearly, weekly, or even daily.

Different companies have different data sets contained in the report. For example, big companies mainly focus on subsidiary, division, or regional data sets, while smaller businesses tend to be more interested in data categorized by location or product. When it comes to specialized businesses, they usually incorporate general sales data sets.

One of the main reasons why managers use sales analysis reports is to find new market opportunities that they can exploit and improve sales volume.

Identifying these new opportunities can be a lot easier once you figure out the peak periods of your business and compare actual sales to projected sales.

Related : Sales Report Templates For Daily, Weekly Monthly, Quarterly and Yearly Statements (Sourced from 40+ Sales Pros)

Another thing that a sales analysis report can provide you with is an evaluation of your business’ product demand and whether there are any issues with it.

For instance, if there is a lasting sales decline for a particular product, there is most likely some type of problem with it.

One of the reasons may be that your competition has a better offer for the same product. However, if this is the case with most of your products, it may be time to completely reconstruct your brand.

In situations where the decline is occurring due to a change in customers’ needs, repackaging the product for a new purpose or finding a new target market could be the potential solutions.

Some companies use sales analysis reports to create market price forecasts. For example, the market value of a specific product could be determined by its features and depending on how much money were customers willing to pay for it in the past.

This is especially the case in the real estate industry where specific characteristics of a house affect its overall value. These characteristics could be anything from the number of rooms, interior, location, swimming pool, square footage, and others.

In other cases, it could be the material of a product, its reputation, and its brand name.

Drawing new customers to your business is never easy, especially if you are a new company. The process consists of creating efficient marketing strategies and spending money on different sales consultations.

Sales analysis reports can make this process a bit easier. By analyzing the data in the report, you will have an easier time understanding your customers’ needs and coming up with targeted solutions.

In summary, a good sales analysis report will help you recognize your customers’ patterns and allow you to analyze their behavior.

Additionally, during this customer analysis, you will also gain an insight into which customers are generating the most revenue. You can use this information to create special discounts for them to keep them coming back for more.

Related : 7 Ways to Use Customer Data for More Efficient Marketing

Once we combine all of these previous benefits, we realize that sales analysis reports ultimately help you improve and optimize your future sales strategies.

If you properly analyze your product’s performance, customers, and the overall market, creating the perfect sales strategy will be a piece of cake.

Related : How to Boost Revenue with a Data-Driven Sales Enablement Strategy

Depending on which type of business you run, sales analysis reports tend to include different things.

This is because not every company focuses on the same areas of a sales process, some need insight into specific metrics more than others.

However, there are some universal things that all sales analysis reports should contain, such as.

• Significant sales KPIs and metrics (turnover, net margin, quantity sold, etc.)
• Total sales volume
• Net sales (different from sales volume since it is displayed through dollar figures)
• Gross sales
• KPI percentage comparisons between historic and current reports

While this list is rather short, it’s because sales analysis reports don’t have to include an abundance of data. In most cases, you will want to focus only on the most significant areas of your sales process in order to optimize it properly. Going through dozens of pages will only overwhelm you and your team.

But keep in mind, your goal isn’t only to display the numbers – you should also explain the story behind them.

PRO TIP: How to Set SMART Goals for Your Sales Team’s Performance

To decide which goals meet the SMART criteria, sales managers need to look at sales analytics for their teams and monitor sales KPIs, for example:

• Average Time to Close Deal
• New Deals Amount
• Number of Customers
• Average Revenue per New Customer

Based on these metrics, and in light of other revenue-based and activity-based goals, you can identify and set desired goals for future performance, but how to get this information?

Now you can benefit from the experience of our sales experts, who have put together a great Databox template showing an overview of your sales team’s performance. It’s simple to implement and start using as a standalone dashboard or in sales reports, and best of all, it’s free!

You can easily set it up in just a few clicks – no coding required.

To set up this Sales Analytics Overview Dashboard , follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot account with Databox. 

Step 3: Watch your dashboard populate in seconds.

For sales managers to acquire a clearer overview of the sales process, they incorporate different types of sales analysis reports.

This helps with data categorization and allows you to focus on specific areas of the sales process.

Here are some of the most common types of sales analysis reports that companies use nowadays.

Pipeline Report

Typical conversion rates report, average deal size report, average sales cycle length report, marketing collateral usage report, won and lost deals analysis report, churned customers report, sales call report, lead response time report, revenue report.

Pipeline reports are one of the best ways to create accurate estimates of your business’s health. By analyzing your sales pipeline , you will know which deals are the most successful, which are failing, and how each deal affects the overall pipeline individually.

But remember, coming up with accurate forecasts can only be done if your sales team does their due diligence. Make sure the representatives you pick for the job are well-qualified to create a realistic pipeline.

A conversion rate report showcases prospects to lead and lead to customer conversions. This report is mostly used for gaining insight into the efficiency of your sales strategies. It’s a great way to identify its strengths and weaknesses.

For example, if your strategy has proven successful in converting leads to opportunities, you should continue using it or even upgrade it. But, if opportunities for customer conversions aren’t working out, you will know which areas need to be optimized.

For forecasting revenue and tracking sales pipeline effectiveness, we use the average deal size report. For instance, if your quarterly revenue target is $100,000 and an average deal size is $10,000, you will naturally need ten deals to hit the target.

Of course, this is fairly obvious, but it’s useful to track these metrics through an individual report just to make sure you don’t get caught up in the numbers.

Additionally, this report can be a great way to set expectations and milestones for your sales team.

Related : 12 Tried and Tested Tips for Increasing your SaaS Average Deal Size

This report tracks the exact amount of time that it takes for a sales representative to close out a sale. We can use the average sales cycle length report to also analyze individual sales rep performances and how efficient the sales process is overall and what is the sales closing rate .

Before you start using this report, you should set an appropriate timeframe that can be considered as a benchmark. By using the benchmark, you will be able to estimate the amount of time an individual sales rep needs to close a sale.

In case they are struggling to meet the standards, you can help them realize which areas they need to work on. However, if your whole sales team is struggling, then you will have to re-evaluate your operations and approach.

PRO TIP: Are you struggling to track close rates by sales rep? Here are a few different ways on how to easily track and visualize close rates by sales reps from HubSpot CRM, no manual workarounds included – with Databox.

Marketing collateral is frequently used by sales reps to efficiently allocate prospects through the sales process. However, you should make sure that they are using the full advantage of marketing collateral and this report can help you with that.

You can use the marketing collateral usage report to check out which marketing campaigns have been the most successful and which failed to attract new prospects. Later, you can communicate your findings to the marketing team so they can have a better idea of what to improve.

While deals-in-progress are immensely important, you shouldn’t overlook won and lost deals statistics. The won and lost deals analysis report help you track these metrics.

Although winning deals is always one of the top priorities, it’s equally important to analyze lost deals and what caused them. Try to find patterns between the two so you can acquire meaningful insights into your product’s advantages and disadvantages.

Related : 19 Tried-and-True Lead Nurturing Tips for Closing More Deals

The churned customers report helps you figure out the exact reasons why users depart from your customer base.

This report can capture the problematic areas in your sales process, so you will have a better idea of what to improve.

Related : Save Your Business From Churn: 9 Churn Risk Factors to Identify

One more underestimated aspect of a sales process is sales calls. The sales call report allows you to monitor the number of calls that your sales representatives make to prospects. This metric directly impacts your team’s close rate as well.

Naturally, a successful sales rep will have a decent number of won deals compared to the number of prospects they contacted.

Additionally, once you know which sales reps are closing the most deals, you can ask them to share their tactics with the rest of the team and help out those that are struggling in this area.

Related : 11 Successful Plays for Running Great Sales Calls

The lead response time report, as the name suggests, tracks your sales reps’ response time for converting leads into opportunities.

Studies have established that if you contact your prospects in the first five minutes when they become a lead, you are much more likely to also convert them into an opportunity. Make sure your sales team knows this so they can act quickly when new leads appear.

PRO TIP: Struggling to reduce your average response time? Find out how Databox reduced median first response time , and which measures have been implemented to ensure this success is long-term and sustainable.

The revenue report provides you with insight into how the work of your sales representatives affects the overall sales process.

You can use it to monitor which representatives contributed to the business and renewals and how much. It’s recommended that you establish sales and revenue goals beforehand.

Related : How ProfitWell Grew Revenue Per Customer by 400 Percent in 12 Months

Once you have all of your important sales metrics and KPIs in one report, your next step is to start analyzing them.

This process may seem tedious at first, but with the right practices, you will be able to do it in no time. Here are three steps you can follow to efficiently analyze your sales results.

Identify the Data You Want to Track

Choose a sales analysis tool and analyze your data, share your results with relevant stakeholders.

We already mentioned that in sales analysis reports it’s best to separate the data that is significant to your business, to prevent getting caught up and overwhelmed with all the other metrics.

This way, you will only be analyzing the sales data that is the most important and you will have an easier time generating relevant insights.

If you aren’t sure how to separate the useful data, start by figuring out which products or departments in your business are top-performers and which need to be improved.

After you categorize your primary metrics, you should identify the different data sources, objective-related variables, and the performance metrics that you most commonly turn to.

Lastly, you should pick an appropriate time frame for data collection. This can be either on a daily, weekly, monthly, quarterly, or annual basis.

To acquire sufficient results from your analysis, you will need a sales analytics tool at your disposal. Analyzing your data can be done manually, but it’s simply not worth it – you will end up losing both your time and nerves.

A lot of companies incorporate Microsoft Excel nowadays since it’s one of the most straightforward data analysis tools.

However, if you want a robust tool that offers more advanced features, you can try out Databox .

With Databox, you can connect all of your most important sales data into one comprehensive report, making the analysis process far easier. Additionally, you will also be able to visualize the sales metrics through the various visualization tools and transform them into meaningful charts and graphs.

After wrapping up the analysis, your last step is to present your findings to the highest-ranking members of the company.

Make sure to only include the key points of the analysis in your presentation, unless you are asked to do otherwise. Throwing in graphs and visuals can also go a long way in making the data more understandable to the stakeholders.

In summary, you should leave out the guess factor in your analysis and make everything as simple as possible – your stakeholders should be able to quickly comprehend the data and use it to create future strategies.

Related : How to Present Qualitative Data in a Business Report? A Step-By-Step Guide

If you don’t already have some experience writing sales analysis reports, the process may seem a bit too complex.

But don’t worry, we prepared a step-by-step guide that breaks down all the important parts of the process.

Follow these steps to create a great sales analysis report in no time.

Step 1: Make an Outline

Step 2: know your audience, step 3: create an overview of previous and current trends, step 4: compile the data, step 5: organize and present the information accordingly, step 6: proofread the report.

Create a plan on how your sales report should be organized. Remember, only throwing in a bunch of numbers won’t cut it, you will need to provide thorough explanations of those numbers.

Also, the report shouldn’t be an eyesore and the readers should be able to go through it with ease.  

In most cases, your report will vary in terms of included metrics, depending on your audience. For instance, if you are part of the sales team and you are preparing the report for your head of sales, you should focus on including as many significant KPIs as you can.

However, if you present the report to executives and stakeholders, they probably don’t want to be bothered by an abundance of details, so only include the key findings.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

Depending on the size of your business and how much sales data you receive, you will have to determine an appropriate view for conveying information. This can be done either daily, weekly, monthly, quarterly, or yearly.

Once enough time has gone by, you can compare the information between equivalent periods. This helps you stay on top of previous and current trends and allows you to determine the best tactics going forward.

After making an outline and setting an appropriate data collection period, it’s time to start assembling the sales data.

This usually includes pulling out data from the CRM software your company incorporates and then compiling it in one place.

As we said, sales analysis reports shouldn’t consist solely of numbers. Including graphs, charts, and even images can go a long way in making the data more comprehendible to the readers.

In some cases, you can even include recommendations for the next steps that should be taken in order to optimize the sales process.

Even if you have finished writing the report, it’s still not time to relax. It’s very important that you go over the report once or twice more and double-check everything that you included.

A good practice is to also ask your fellow colleagues or even a friend to go over the report as well. This provides you with an extra set of eyes.

Incorporating sales analysis reports is one of the best ways to stay on top of your sales data and optimize the overall process.

However, creating a great sales analysis report isn’t exactly the easiest task in the world. It requires gathering a massive amount of data, putting it together, analyzing it, and then presenting it to your internal stakeholders and executives.

This whole process can become a lot quicker and easier if you use an advanced reporting tool such as Databox.

Databox provides you with pre-built and customizable dashboards that you can use to gather all of the most important KPIs and sales-related metrics in one comprehensive place. You can connect data from any type of sales channel and then compile it into a meaningful report.

This will take a load off the analysis process as well. With all the numbers you need in one place, you won’t have to struggle with opening dozens of tabs during the analysis.

Additionally, with the help of our advanced visualization tools, you will be able to transform the numbers into insightful graphs and charts that will inevitably impress your shareholders during the presentation.

Do you want to optimize your sales analysis reporting process? Sign up for a free trial and experience the magic yourself.

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A Message From Our CEO

At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.

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Filip Stojanovic is a content writer who studies Business and Political Sciences. Also, I am a huge tennis enthusiast. Although my dream is to win a Grand Slam, working as a content writer is also interesting.

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Data Analysis for Marketing Strategies

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With the amount of data available through various digital platforms, it's easier than ever to determine the trends and preferences of your target audience. By collecting and analyzing data, marketers can create highly personalized campaigns that align with the exact needs and wants of their customers. If you're trying to introduce people to the world of data analysis via presentation, check out this template. Let it be the canvas that your slideshow will be based on, as its design is smart and easy to understand. It includes resources like graphs, diagrams, a map, and mockups!

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Sales Analysis: Step by Step Guide

Creating a sales analysis isn’t always a simple task.

That’s why, in this article, you’ll clear up all your doubts on the subject, discover the types of analysis available, understand the importance of this resource, and learn the necessary methods to execute it correctly.

By the end, you’ll be able to create your sales analysis with efficiency and practicality.

What is sales analysis?

Sales analysis is the process of studying, understanding, and strategically analyzing the commercial results obtained by a company.

This type of process considers the previously set objectives, the efforts and investments made, and the financial returns within a specific period.

Why conduct a sales analysis?

Sales analysis enables you to identify areas for improvement and understand which investments yielded the best returns for the company.

Additionally, you’ll benefit from several other advantages:

Generates visibility and transparency

Without tracking data and metrics, the company operates in the dark.

A sales analysis provides visibility into investments and results and ensures transparency in the monitored processes.

Creates understanding of consumers

With the analyses conducted, the company gains a new perspective on consumer behavior, needs, and preferences.

Thus, it stops relying on assumptions, and results improve: for consumers, who now have a company focused on what they need, and for the company, which benefits in sales and financial results.

Builds a vision of the future

Besides analyzing past data, analyses also enable better forecasting for the next commercial cycle.

There are even specific types of analysis for this, which we will discuss shortly.

Improves team performance

The information obtained through studies is extremely beneficial for the sales team, as it also starts to focus on what really matters.

With better results, team motivation and engagement also increase.

Optimizes marketing actions

Sales analyses not only serve to optimize and direct the efforts of the department itself.

They also support marketing actions, as we can identify those that brought the best results.

The identified trends and forecasts should also be shared, so the marketing team can leverage these opportunities to generate more leads for the sales team.

Increases sales volume

By understanding the key areas of focus, opportunities for improvement, and the analysis of efforts that yield the best results, the company can boost sales numbers.

To achieve this, it’s essential to use these analyses in decision-making and budget distribution, for example.

Improves business ROI

ROI is one of the most important metrics for the company and deserves constant attention and monitoring.

This is because ROI calculates how much money the company gains or loses from investments made.

With the analysis and the actions and decisions derived from it, Return on Investment improves, as the company starts investing where the results are truly found.

Provides a better experience

Since sales analysis helps understand the needs and behavior of the brand’s consumers, it also allows for the creation of actions that enhance the experience between the client and the brand.

Enables the evaluation of provided services

In sales analysis, you can include the analysis of customer service, both in pre-sales and sales approaches, as well as post-sales.

These data will also provide important insights to improve the customer experience, thereby improving sales results.

What are the types of sales analysis?

There are six most commonly used types of sales analysis.

Descriptive analysis

This type of analysis is based on data collected over time and from different information sources.

Some examples include sales reports, performance evaluations, and the application of sales metrics.

With descriptive analysis, the company can assess its history and improve future strategies with data-driven decisions.

Predictive analysis

Predictive analysis is also widely explored in sales, aiming to find predictability for the next period, based on historical data.

For example, it can be used to identify the percentage growth in sales during seasonal periods or times when sales decrease.

The goal of this type of analysis is to identify and enhance trends, causes, probabilities, and opportunities.

Prescriptive analysis

Prescriptive analysis is often combined with predictive analysis.

The goal of this method is to prescribe recommendations for the next steps and the upcoming work period.

Prescriptive analysis includes planning and sales projections.

Diagnostic analysis

Diagnostic analysis is similar to descriptive analysis, as it also relies on data analysis.

The difference lies in the objective of the diagnostic analysis.

This analysis aims to identify and establish cause-and-effect relationships in the results obtained, whether positive or negative.

Trend analysis

Trend analysis also seeks to find patterns in sales data that can help the strategic team make predictions for the next period.

It is widely applied when a company offers different types of products or services, to understand if and which solutions stand out at certain times.

Trend analysis can also monitor and use market data.

Performance analysis

Sales analysis can also focus on performance, analyzing data to verify how the commercial results of the company as a whole are performing, as well as the performance of specific teams and professionals.

How to conduct a sales analysis?

Learn now how to create your sales analysis.

Follow our step-by-step guide:

Define your objectives

The first step in any analysis is defining objectives and goals.

And sales analysis is no different. Ideally, this objective-setting is done with each new analysis, aiming for the next period.

This way, when the time for analysis comes, you’ll work with the projections that were previously made.

We recommend setting short, medium, and long-term goals.

This will also assist in sales planning and strategy, choosing channels and efforts, and budget distribution.

Read also: Key Growth Strategies to Implement in Your Company

Decide on the metrics for analysis

The second step is to define which metrics and variables will be used to monitor results.

Remember that the goal is always to track progress against the set objectives, and for this reason, the metrics must be aligned with these results.

Avoid vanity metrics and focus on indicators such as conversion rate, ROI, CAC, and average ticket.

Use tools to measure results

Using tools in result analysis can automate data collection, gather information in one place, and even help understand the results more strategically.

Therefore, investing in sales data tools is a great suggestion to make your analysis even more robust, practical, and professional.

Choose the data visualization and presentation format

The visual aspect of data analysis influences its understanding, whether in routine monitoring or in presenting these numbers.

Use performance and results charts

How about enhancing your analysis with the use of charts and dashboards, in addition to the more traditional spreadsheets?

This way, trends, patterns, and key areas of focus will stand out.

With our tips, your sales analysis will be much more complete and will guide your decisions to achieve even better results!

Check out our free trial: you can install Leadster today and use it for 14 days, no credit card required.

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10 Important Sales Analysis Reports [+ 4 Sales Report Templates]

Published: October 28, 2022

Are you finding it difficult to hit your sales goals , unclog your sales funnel , and increase your sales velocity ? Sales reports can help.

Sales reports allow you to improve your sales process, fill knowledge gaps, and hit your quotas consistently. As a sales manager, creating a sales report also allows you to gather hard data for your colleagues or C-suite to make informed decisions quickly.

In this post, you’ll learn what sales reports are, their benefits, and how to use sales report templates.

What is a sales report?

• Benefits of Sales Reporting

How to Write a Sales Report

Types of sales analysis reports, sales report templates.

A sales report or sales analysis report is a document that shows trends impacting your sales operations within a specific period. While the content of sales reports may vary depending on your goal, they include metrics like revenue, accounts won, leads, and more. Insights from these reports help you identify the strengths and weaknesses of your sales strategy.

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The Benefits of Sales Reporting

Reporting data in a standardized way is crucial to the success of your business. Here are the common benefits of developing a sales reporting cadence.

Improving Team and Reps Performance

Sales reports provide data-driven insights about the sales performance of individual reps and your entire team. This allows you to know if underperforming reps need coaching. You can also identify who would benefit from regular one-on-one meetings to level up and hit their quotas.

The same applies to your team. If your team isn’t hitting the company’s revenue goals, you can use sales reports to find gaps to improve your sales process .

Assisting Fast Decision-making

Making informed and timely decisions is vital to the success of any sales strategy . This is where sales reporting shines.

With regular sales reporting, your C-suite or managers can quickly iterate on what drives the company's growth. You can also track and adjust sales tactics that are performing below par.

Boosting the Morale of Your Sales Team.

Creating daily sales reports may be time-consuming. But whether you do this daily, weekly, or monthly, these reports can take team morale to new heights.

Monitoring and showing the sales performance of each team member motivates them to do more. Gamifying performance results can challenge other team members to quit settling for average performance. Put another way, sales reporting can create healthy competition and push your sales team to aim for the “best” outcomes.

The goal of every sales report is to pass actionable and detailed sales information to your team. To do this, you need to know the purpose and audience of your sales report. You’ll also need to use the right data, decide on a reporting timeframe, and create engaging slides.

Here’s a breakdown of how to write an engaging sales report.

1. Know the purpose of your sales report.

Identifying your goal is the first step toward creating a winning sales report. With your goal in mind, you can easily determine the best data to include and decide on a reporting timeframe.

2. Tailor your sales report to your audience.

Metrics that interest your sales reps may not interest your CEO. Those that interest your CEO may not interest your director or VP of marketing. These folks are in the same organization as you, but they have different interests.

Sales reps may want granular details on their sales performance. Your marketing lead may only be interested in the sales reports from marketing campaigns. And your busy CEO may only want the overall results of your marketing and sales activities without the specifics of how you reached your goals. See, different strokes for different people. Tailor your sales report accordingly.

3. Determine your sales reporting timeframe.

Your reporting timeframe depends on your sales objectives and how frequently you need to update your team or management. You can do this in three ways.

Daily Sales Reporting

A daily sales report tracks the sales activities of each business day. This report increases your rep’s accountability, encourages productivity, and includes sales performance metrics like:

• Duration of each outbound call.
• Number of sales opportunities.
• Number of outbound calls.
• Number of proposals sent.
• Number of emails sent.

Weekly Sales Reporting

A weekly sales report measures the weekly sales performance of individual reps and your entire sales team. This report allows sales leaders to know which reps are on track to hit their KPIs. Weekly sales reports track metrics like:

• Call/contact volume.
• Lead-to-opportunity ratio.
• Lead conversion ratio.
• Number of appointments set.
• Number of closed deals.
• Sales volume by channel.
• Total sales by region.

Monthly Sales Reporting

A monthly sales report summarizes your sales performance for the month. This report helps you determine the effectiveness of your sales strategy so you can tweak it if necessary. Monthly sales reports track metrics like:

• Number of deals at each stage of the pipeline.
• Number of scheduled meetings.
• Length of the sales cycle.
• Average close rate.
• Average deal size.
• Sales volume.

4. Get your sales data.

Collecting and analyzing your sales data is a lot easier when you’re using a CRM. With a CRM, you can use filters to remove duplicate records and pull specific information. That’s more fun than relying on clunky spreadsheets, right? Here’s a quick video on how you can gather sales data for your reports.

You can also create custom reports if you regularly use certain sales data. Here’s how:

5. Explain key insights from your sales data.

You need to make sense of your sales data by explaining the “why” of each one.

• If there was a dip in the close rate, why?
• If there was a high lead conversion ratio, why?
• If there are more won deals in a specific region, why?

Just as the questions are endless, so are the insights you can gain by evaluating your sales data. For instance, more won deals could have resulted from a new tactic your team tried, a new channel they started using, a partner ecosystem they joined, and much more.

When you state why there’s an upward or downward trend in your data, you provide a roadmap for what your team can improve and what they can continue doing to achieve the best sales results.

Note: If possible attribute which changes to your sales data were caused by team tactics and which are attributed to the larger macro-economic environment. A spike or dip in sales may be the result of factors beyond your control. You’ll want to distinguish those factors where possible.

6. Use visuals to show vital sales trends and metrics.

Remember the popular saying, “A picture is worth a thousand words?”

It’s true, especially with sales reporting. When you create attractive visuals, your audience won’t have to wade through spreadsheets with lots of numbers. This saves their time and allows you to quickly communicate the insights in your report.

The best part? You can generate engaging visuals directly on HubSpot . Think pie charts, bar charts, line charts, and more.

Having dedicated technology to track lead and customer data makes it easy for sales leaders to analyze team performance and identify areas for improvement. But what are some essential reports every sales leader needs to track? We've listed some of the most important ones below.

• Sales Pipeline Report
• Conversion Rates Report
• Average Deal Size Report
• Average Sales Cycle Length Report
• Marketing Collateral Usage Report
• Won and Lost Deals Analysis Report
• Churned Customers Report
• Sales Call Report
• Lead Response Time Report
• Revenue Report

1. Sales Pipeline Report

A complete and accurate pipeline is a must-have. Without one, you can’t assess the sales health of your company. As a sales leader, you need to know the deals that are likely to get closed, those that may not, and how much of an impact each deal has on your bottom line.

To accurately forecast these, ensure your reps are doing their due diligence to guarantee a realistic sales pipeline .

This is an example of what a pipeline report looks like in HubSpot Sales Hub. You’ll notice each stage of the pipeline and where opportunities are within it. You can even add forecasted deal amounts to see the worth of each deal and its proximity to closing.

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Understanding the sales pipeline stages where your team excels and needs help. You can also identify the specific actions your reps should take to move prospects through each stage of your pipeline, the number of prospects in the pipeline, and how close your team is getting to their targets.

2. Conversion Rates Report

Conversion rate measures the ability of your team to turn prospects into leads and leads into customers.

By monitoring your conversion rate, you can identify where your team excels or underperforms in the sales lifecycle. If your team consistently has a high conversion rate of turning leads into opportunities, you can scale the strategies that are already working. Otherwise, you can start finding areas for improvement.

This report is also a litmus test for the strengths and weaknesses of individual reps. If a rep is performing below par, looking into their conversion rate helps you uncover why.

Revealing the efficacy of your overall sales strategy on an operational or team-wide scale. It also measures the effectiveness of your sales team at converting leads into customers.

3. Average Deal Size Report

Your average deal size helps in predicting revenue. For instance, if your revenue target is $200k per quarter and your average deal size is $20k, it means you have to land 10 deals to hit your quarterly target.

The average deal size report provides the basis for your reps' quotas and lets them know how many deals they're expected to land. It also allows you to set expectations and milestones for your sales cycle. Ultimately, it might seem like a no-brainer, but it's still worth a reminder — always monitor your average deal size because it’s vital to your sales operations.

Setting expectations for each rep, creating weekly and monthly milestones, tracking the performance of each rep, and gauging the overall success of your company’s sales strategy.

4. Average Sales Cycle Length Report

Average sales cycle length is the average time it takes a rep to close a sale. This metric shows the sales performance of individual reps and the overall efficacy of your sales process.

When considering the metric, establish an ideal timeframe to use as a benchmark. One of those benchmarks is how long it takes a rep to work through your sales cycle . If you find some reps with much longer sales cycles compared to their peers, you can evaluate their efforts and identify areas for coaching.

If all your reps can’t keep pace with your target average sales cycle length, then it's probably time to take an objective look at your operations. You might find flaws in your approach, training, or management style, and these insights can help you fix the issues. To enable your reps to see how they're performing with real-time visualization dashboards, tools like Datapine can help.

Knowing if your reps are closing deals at a similar rate as their peers. You can also create contests to foster healthy competition and unify your team to work towards a common goal.

5. Marketing Collateral Usage Report

Marketing teams expect sales reps to put the collateral they create to good use. This helps the sales reps to move prospects through the sales process quickly.

That said, some marketing collateral may be irrelevant to your rep’s prospects. With this report, you’ll know which marketing content works. Communicating this information to your marketing team gives them the insights they need to create more useful content.

Sales enablement platform SoloFire tracks how many people have used a piece of collateral, how many times they’ve interacted with it, and for how long.

Determining which marketing collateral gets the most traction with prospects and collateral that could use a refresh.

6. Won and Lost Deals Analysis Report

To understand the state of your business, you shouldn’t track only deals in progress. You should track deals you win and lose.

Perhaps prospects go crazy for specific features that you offer. Or, you notice that there’s a preference for a competitor’s product. Both trends provide an overall picture of your product’s overall strengths and weaknesses.

This is also a good way to spot under- and over-performers. For example, two reps who have the same average quota attainment could both appear to be stellar but differ wildly in actual performance.

If your data reveals that one rep spends a lot of time helping others get deals across the finish line while still maintaining high attainment, you have a great manager candidate on your hands.

On the flip side, records could reveal that a second rep has the same attainment as the first, but relies on other teammates to run demos or closing calls.

There’s always a story behind the numbers. Analyzing won and lost deals by rep will reveal it.

Evaluating performance against variables like company size, product type, sales reps, and sales teams.

7. Churned Customers Report

Every company will always experience customer churn . However, churn rates higher than your company or industry average can reveal larger problems.

There might be an issue with your pricing, service, product quality, product features, or delivery. You may also identify misalignment during the sales process, or some other aspect of the customer experience.

If your report shows higher than normal churn, speak to your customers to understand their challenges and fix them. This can improve your customer retention rate and overall customer experience.

Closely monitoring trends in churned customers so you empower your team to fix bad patterns throughout the sales process.

8. Sales Call Report

One way to measure the effectiveness of your sales reps is to track the number of calls or visits they make to prospects. You can use this report to track and find gaps in the close rate of your team.

Ideally, you want your reps to close a healthy number of deals compared to the number of prospects they meet with. If they meet with ten per day, but close none, this report will allow you to understand why and propose better closing techniques. If the opposite is true, you can find what’s working and share those tactics with the team.

The sales call report can also help you segment data. For example, if a certain industry is responding well to your products and services, you could advise your team to narrow down their call list. You can then prioritize the highest converting segment.

Identifying the most effective tactics for closing deals, setting daily call benchmarks for new hires, and iterating on your sales closing techniques.

9. Lead Response Time Report

Regardless of the length of your sales cycle, lead response time should be relatively quick. Studies show contacting prospects within the first five minutes after they become a lead increases their likelihood of converting into an opportunity.

Five minutes is short, and if you’re far from meeting this time, the best thing to do is track your progress. You won’t move from a 48-hour lead response time to five minutes overnight. But by making strategic decisions and prioritizing your team’s workload , you can attain this goal.

Here’s how a lead response time report looks in HubSpot.

Measuring the average time it takes sales reps to follow up with a lead. Plus, you can compare this metric to industry benchmarks.

10. Revenue Report

As a nice complement to the average deal size report, a revenue report can help you and your reps see how their work impacts the bottom line.

Seeing a breakdown of new business and renewals, as well as the reps who contributed to each. To get the most out of this report, you’ll want to first set your sales and revenue goals .

Many sales teams focus on identifying potential clients and closing deals, leaving little time for detailed reporting. The good news is that your team can use several powerful templates to expedite your sales reporting.

Here are four sales reporting templates we recommend.

1. Forecasted vs. Actual Sales Report Template

A forecasted vs. actual sales report can help your salespeople compare their progress against monthly and quarterly goals. These reports provide a quick way to analyze sales numbers and make adjustments as necessary.

For instance, this free sales report template from HubSpot allows you to track deals in your pipeline, know which ones to prioritize, and helps you hit your quota.

2. Reasons for Lost Deal Report Template

While every sales team strives to close as many deals as possible, some customers will inevitably say no. Understanding why your reps lose deals provides insight into why potential clients go elsewhere.

When creating this report template , you’ll want to add a column or prompt to your current sales pipeline. This allows salespeople to choose why your team lost the deal. Here are a few reasons to include in your lost deal report:

• Losing to a competitor.
• Not the right time.
• Lack of product features.
• Poor sales experience.

3. Overall Activity Report Template

For managers, having the ability to quickly view their team’s overall activity can be a great way to track productivity. It also provides information on key business development metrics, such as emails, prospect visits, and client calls.

Make sure to customize your report to include the metrics that matter most to your sales team. For instance, if your organization places a higher value on meeting prospects in person, you’ll want to include KPIs focused on visiting prospects.

4. Total Sales Report Template

Creating a custom total sales report dashboard allows your management team to quickly see how each salesperson is doing over a period. This information makes it easier to identify team members who outperform their peers and those who may need coaching.

Build Reports Your Sales Team Will Use

As a sales leader, you have a lot to keep track of. That’s where these sales reports shine. These documents provide critical insights into what’s working and what you could improve.

Here’s a key takeaway: Always track your customer and lead data. If you don’t, you'll miss out on reports that will undoubtedly help your business to drive revenue growth.

Editor's note: This post was originally published in March 2016 and has been updated for comprehensiveness.

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Sales data: How to analyze sales data and a sample Excel spreadsheet

In sales, many tasks are now managed through centralized cloud software, including CRMs, email marketing platforms and integration tools, making sales data readily available.

Many global, industry-leading brands are now using their sales data in ingenious ways to make better business decisions , but any company can take advantage of insights and reporting tools to achieve data-driven sales success.

However, the prospect of sifting through the many sales metrics available to make sense of the data can be overwhelming, while knowing what to do with that information once you’ve got it is another challenge.

In this article, we reveal how you can use data-driven sales to achieve your company’s specific goals and needs.

What is sales data? A sales data definition

Sales data is a term that includes a large array of metrics but, broadly speaking, if you can measure something in relation to the sales process, it’s viable sales data. Modern software like Cloud CRM solutions can help you collect this data, but it’s important to learn how to read this data to understand what it means for your business and where you can improve.

With such an expansive sales data definition, it can be hard to know where to focus your efforts—especially if you also have to spend time selling. Should you be monitoring the average time deals spend in your pipeline or the engagement rate of your automated email campaign? Would your sales forecast benefit more from an analysis of successful meeting rates or your average deal size?

With the right sales analysis tools, you’ll have a wealth of information and be able to spot trends that will empower you and your team and provide better sales forecasts and goals for the rest of the organization.

The trick is in knowing which metrics to use and when.

Key sales metrics

It’s important to focus your attention on data that will provide you with the most valuable information. Once you’ve incorporated sales data analysis into your pipeline, you can begin moving on to metrics that suit the more bespoke challenges you face.

So, which metrics should you be looking out for at the beginning of your sales data analysis journey? Here’s our list of the most valuable:

With the above metrics at your disposal, you’ll be equipped to make substantial positive changes to your sales process and have a better understanding of your sales pipeline and the data to back up your reports.

How do you collect sales data?

A spreadsheet can help you collate your data, sales-related or otherwise, but a CRM platform with strong insights features is the best option

With the sheer amount of information on leads, deals and communications to keep track of, you’ll need a streamlined piece of software with clear access to your data.

Make sure your team is also familiar with the tool and how you use it, and are inputting the data you need after every interaction they have.

Without a fundamental idea of what needs to be in a sales pipeline , you’ll struggle to find useful data and you’ll be putting yourself at a significant disadvantage versus your competition. Here are some sales pipeline templates to get you started

Sales pipeline and reporting templates to get you organized

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Here are the key differences between a spreadsheet and a CRM pipeline.

Spreadsheets

There’s several benefits to using spreadsheets to gather data: they’re free (Google Sheets and Open Office), they provide a helpful real-time overview of your current sales operation and they can be programmed to automatically perform calculations on figures you input.

The downside? All data needs to be input manually. If you’d rather your team spent less time on data entry and more time prioritizing their best leads, then consider moving to a CRM with automated data collating.

If you’re only dealing with a small number of leads this shouldn’t be too much of an issue, but you need to be making sure that all interactions between your reps and your leads are being recorded in the spreadsheet—every email sent, every cold call made, every sales presentation , every follow-up call that wasn’t answered, etc).

Customer Relationship Management (CRM) software presents a substantial step up over spreadsheet software in a number of ways. CRM software automatically records interactions with leads in your pipeline, saving your team time otherwise wasted on data entry and helping you make sure you never lose track of communications with your leads. Plus, with mobile app features and third-party integrations, CRMs expand the scope of what you can measure.

Were your automated email campaigns successful? How long was the average length of a successful cold call versus an unsuccessful one? Where are your most successful leads being generated?

Your CRM gives you reports on your winning sales patterns so you can reproduce and improve them.

On top of everything a spreadsheet can do, CRMs give you even more control of your data. Whether you’re reviewing your overall sales process for bottlenecks or looking at the most effective way to bring cold leads back into the pipeline, your CRM will have data to help.

Regardless of your software, once you’ve been collecting data for a few weeks you’ll have a pool of data, sales information and more you can draw from. The longer you keep reporting, the more data you’ll have and the more accurate it’ll be.

Sales Pipeline Spreadsheets

You’ve recorded your sales data—what now?

We’ve already looked at some of the simpler data, but now let’s look at how to analyze sales data that’s a little more complicated, but well worth the effort.

Likelihood of sales

When you’ve got sales data about the likelihood of closing a deal at each stage of the sales pipeline, you’ll be able to know at a glance your potential revenue for all the leads in your pipeline.

To determine how likely you are to close a sale, you’ll need to compare your successful deals against any you didn’t manage to close, and work out at which point you lost them.

Once you’ve collated your statistics, it’s time to use them to work out how likely you are to convert a lead to a closed deal in each section of your pipeline.

If over a week you had 30 leads enter your pipeline from cold calling, and of those leads you closed three deals, you know that a lead generated from cold calling has a 10% chance of closing. If during the same week you had five meetings lined up, of which two lead to a closed deal—you’d know you had a 40% chance of closing once a lead gets to that stage in the pipeline.

Once you have this data to hand, there’s plenty more you can work out. By assigning an estimated deal price to your leads, you can estimate how much revenue is in your pipeline, the customer acquisition cost (CAC) of each, and how likely leads are to move from one stage of the pipeline to another.

Sales forecast

A sales forecast is an incredibly useful tool for both your team and your wider company, as every teams’ budget depends on the revenue your team brings in.

Your sales forecast can be as simple as just using the data from your likelihood of sales—however, this generally only works if you know that the conditions affecting your team in the future will be the same as those affecting them now.

When creating a sales forecast, we recommend you combine your data from your potential sales with historical data and carefully estimate future revenue to account for differences in market conditions, as well as your business’s growth rate.

Depending on your industry, you might find that sales speed up over the winter months in the run up to the festive season—with historical data from previous years and months, you’ll be able to tell if this is normal for the season, or if an improvement you’ve made to your sales process is working. By knowing what’s happened before, you’ll be able to predict and account for variation, leading to more accurate forecasts and realistic goals for your team.

If your team has gone through a period of growth, then the old numbers might not apply. You’ll probably be dealing with more leads and you might be experimenting with a new sales structure or new tools.

When changing the scope of your sales process, you’ll want to use data you’ve gathered already, but you’ll need to account for everything else that can affect the numbers. Until you’ve gotten a few weeks’ or months’ data using the new method, there’ll be a certain level of estimation involved in the forecast, but accuracy can be improved by making sure you have a robust sales process that remains a powerful selling guide no matter the changes to your team.

Perfecting your sales process

Armed with your data, you know how likely you are to make sales and you can estimate how much you’ll be selling. Now it’s time to supercharge your sales process to make it as efficient as possible.

With effective sales data analysis, you can work smarter without having to work longer or harder. You’ll be seeing better results, closing more deals, and your team will be happier and more motivated because they’ll be achieving success themselves.

Identifying your bottlenecks

Let’s start out by looking at your pipeline. It’s the easiest place to start and you don’t need to change your team’s behavior to understand where things could be improved.

First of all, take a look at your likelihood of sales numbers and how likely leads are to move on from each stage of your pipeline. Analysis should reveal any bottlenecks in your sales process. Remember, you’re always going to lose more deals that you close; that’s the nature of sales, but you can act to identify stages where a lot of leads are dropping out of your pipeline and work out where the problem lies.

Once you’ve isolated the part that needs work, it’s simply a case of looking at your accumulated data regarding the underperforming section of your pipeline to determine what prevented deals from progressing to the next stage.

Here’s an example:

You’re looking at the results from your email follow-up stage and notice that when your reps follow up within a day of their cold call the deal is more likely to close. However, your reps are often still waiting two days or more to follow-up. Now you know the issue, you can broach the subject in a sales meeting or even add a section on prompt follow-ups to your sales training .

You should also track how long deals sit in each stage of your pipeline. If deals are being consistently held up in one section, then you’ll know to improve your process at that point of the sales journey. Maybe your team needs to be making more follow-up communications? Or maybe they’re making too many? Maybe you need to offer customers additional value to keep them hot and on the radar? In all these instances, your data should reveal the reason.

Once you’re armed with the right sales data, you’re in the perfect position to remove your bottlenecks.

Utilizing sales activities

With the guesswork gone, it’s time to make some surgical changes to your sales process. To get you started, here’s our list of powerful sales activities that can help you to improve your sales and the quality of the sales data you’ll be accumulating.

Here are some steps you can take to improve your sales activities based on your data.

Lead generation

• Ask for referrals on social media from customers you’ve had positive selling experiences with to see if it can boost leads. Word of mouth is often the best endorsement of a product. Use the data in your CRM to find your best customers and reach out to them for a testimonial
• Work at qualifying your leads so you can determine which deserve your highest priority. Assess if they have the power and finance to commit to the full version of your product, rather than free-trials and ebooks, and go after them first by the way the lead was generated. If there’s a trend between where leads come from and the likelihood of a sale, or how long a deal sits in the pipeline, then you’ll know how best to allocate resources.
• The longer the call goes on, the better your chance of securing a meeting , so if you can see a trend of low sales conversions on your cold calling, then work with your team to develop strategies to prolong calls.

Building relationships with leads and clients

• One of the best ways to improve your relationships with leads and clients is to help them meet their needs—implement strategies at key points on your pipeline and then check your data on how likely prospects are to move onto the next stage of the pipeline to see if they’re effective.
• Use A/B testing to see if targeting your leads with personalized emails increases open and click-through rate. Check to see if deals are more likely to progress through your pipeline with these tactics in place.
• Don’t ignore the power of building client relationships as, on average, repeat clients spend 67% more than new customers . Interact with your clients on social media, keep them in the loop about your upcoming products and have an automated marketing campaign set up for your existing/previous customers that sends useful information to their inbox—you’ll be able to see which campaigns triggered them to re-enter the pipeline on your CRM, and you’ll be able to see data on the total revenue created by new clients versus existing clients.

Experiment with your communication

• Optimize your email templates for the different stages of your pipeline. Ask yourself what you’re trying to get out of each template and what information you’re trying to get across, and once you have an idea, run A/B testing with different approaches. An approach that works best at an early stage of a pipeline may not be the most effective once a relationship has been established between your lead and reps—the best way to analyze your success is to look at the response to your email campaigns in the CRM and the time it takes for your reps to send out these emails.
• Try reaching out to your leads at different times of the day or week to determine if there are better times to be making calls, or sending emails on the weekend when people will be receiving a smaller volume of emails, but are still likely to be checking their inbox. You’ll be able to see if there’s a positive effect by comparing the amount of calls made and emails sent with the success rate of moving each lead to the next stage of the pipeline.

Extra CRM functionality

• If you know that following up with a lead over email boosts conversion rate, use automated alerts to make sure you never forget to follow up with a lead; using a CRM’s prioritized follow-ups helps improve lead retention rate and keeps your prospects warm
• Use specialized tools, such as Smart Contact Data , to quickly build personal relationships with leads and you’ll be able to work out which personal details get you the best results through analysis of your success rates of communication with your leads.
• Have you spotted that your reps are losing a lot of leads at the presentation stage because they can’t find a time to meet? You can use your CRM to cut out the back and forth when trying to pin down a meeting time with clients. When using a tool like Pipedrive’s Scheduler , you can empower your leads to choose a meeting time that works best for them that you know will already work for you—you can check to see if streamlining this improves conversion rates by analysing how many leads at the meeting stage get moved through to product demonstration, and then how many go on to close.

Sales activities can be broken down into four areas:

• Approaching
• Developing Relationships
• Demonstrating your value to prospects

Use your data to improve each activity and, in turn, they’ll start feeding back into your data. The more nuanced your process becomes, the more data you have to refine it further.

Staff reporting

Touch-base frequently with your team, using daily, weekly and monthly sales reports , each with their own function:

• Daily Reports . Used to check on the number of tasks performed by reps (calls made, leads generated, etc), making sure they’re on the right track to meet targets. Just make sure you’re not using this time to micromanage your reps .
• Weekly Reports . Gather the whole team together to discuss how they’re progressing with their leads. Rather than dealing with individual performance, this meeting gives you a chance to correct any trends in the wrong direction. It also allows reps to take account for their performance and offer their opinions on how the sales process works or doesn’t.
• Monthly Reports . A macro view of your sales pipeline. Use this report to look at your conversion rate, your overall team performance, likelihood of sales and so on.
• Annual reports . These reports are not only valuable for your team, they can also give other stakeholders in your business insight into your successes and plans.

With this regiment of reporting in place, you’ll have an evolving understanding of all aspects of your data. You’ll regularly be taking the time to see how your data is affecting your sales, giving you a better idea of what actions need to be taken.

How to present your data with dashboards

You know how to gather data, you know where your process needs to improve and you know how to improve it. Now, you need to explain your knowledge and vision to others. Your team needs to know what your expectations are and why things need to change. The higher ups need to know your projected revenue, or why you didn’t meet your forecast despite your team doing a solid job of following the sales process. And you need to be keeping an eye on your KPIs.

First of all, you need to gather the right data—having a report slide covered with numbers and charts is confusing and unhelpful. So be judicious with your choice of analytics. The best way to think of presenting your data is to treat it as a narrative. Tell a story with your numbers that leads to the inevitable conclusion you wish to portray. Also consider who you’re presenting too. The marketing team is likely to be more interested in how many of their leads are becoming customers, while the CFO will want to know about revenue.

Next, you’re going to need a program to put together your data, sales metrics and more.

If you’re working with more data than a basic spreadsheet can track effectively, then you’ll need something more substantial and versatile to help you bring all your statistics under control.

With Pipedrive, you can create and share your own sales dashboards , which can feature many different metrics.

You can track a variety of data in real-time over several different dashboards, meaning you can have presentations ready to go whenever the need arises. Once you’ve set the parameters you want for each dashboard you can tell at a glance whether your team is meeting its targets.

Conclusion: how to analyze sales data

With the right data, sales success is far more achievable and, importantly, measurable. You just need to know how to analyze this data.

How to analyze sales data

• Identify the key sales metrics you need, such as win rate and average deal size
• Use a tool (such as Pipedrive’s CRM) to track this data as leads travel through your pipeline
• Record this data in visual dashboards
• Review the data regularly against historical averages to monitor growth and problem areas

Sales data is enormously powerful and it’s something you come by just by tracking your activities effectively. Knowing how to fully utilize it will revolutionize your sales process, leading to better lead generation , client engagement and retention and, ultimately, more sales.

When coupled with the sales activities we’ve explored, you’ll have a cycle that provides you with refined data, revealing how you can save time and make money.

But remember, analyzing your data isn’t a one-time event; it’s a constant process. The sales industry doesn’t stay still for long and you’ll want to make sure your team has the best chance it can to beat the competition.

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Corporate Sales Report PowerPoint Template

Number of slides: 16

The actual sales of a company show how good its business operations are. The business environment is highly competitive and therefore, having comprehensible sales statistics is of utmost importance. By using this sales report template you can properly keep track of your company’s cash inflows. It will help you make the whole process less time-consuming and less demanding. It includes sales bar charts, sales data visualization sections and yearly sales report slides.

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Sales Report Presentation Template

Sales report vertical bar chart slide.

If you want to compare different data sets regarding your company’s sales, then the group vertical bar chart is the right choice. This chart will give you information on each item included in the set instead of just one. It is ideal if you want to present sales figures generated from different products over the course of each month of last year. The style can be easily edited to fit your aesthetic needs and data sets.

Sales report Marketing Funnel Slide

The marketing funnel is an important component of the business’s operations. It enables you to visualize the buyer’s journey as they become familiar with your company. The traditional marketing funnel requires you to constantly fill the top of the funnel with as many customers as possible. The bottom then features only a small number of people. The five stages of the marketing funnel are awareness, engagement, discovery, purchase, and retention.

Sales report Sales Associate Slide

In order for the sales to be successful, you need a highly skilled and trustworthy sales associate. They are in charge of helping customers in their purchasing choice and enhancing the whole purchasing process. They are also in charge of the cash registers by keeping track of the money inside. Be sure to mention your most successful sales associate and to praise them for their loyalty. A happy employee will keep the customers happy.

Comprehensible sales statistics in a highly competitive environment

With the proper use of the template you can successfully keep a track of the company’s overall cash flows.

Creative approach to the marketing funnel and its five stages

The audience can get a better picture of the buyer’s journey and will become more involved in the company’s overall performance.

Plenty of space to introduce your most valuable sales associates to the audience

The sales associates are the life of the company, so make sure to praise them properly.

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Sales And Marketing Analysis Report Powerpoint Presentation Slide

While designing a sales and marketing analysis report PowerPoint presentation presenter wants everything right. You can use our sales advertising PPT deck to lay emphasis on essential fundamentals of performance reporting. This content ready professionally designed organizational trend PPT graphics cover the slides like trading information, web analytics, product performance, progress description, key financials, key deliverables and timeline, market roadmap, website performance review, search engine rankings, monthly traffic source overview, return on investment, sales by regions and many more. With the help of our business performance reporting PowerPoint templates you can also cover related topics like business data examination, market trend analysis, global environment study, swot analysis, business strategy planning, promotion breakdown etc., which will help you to provide maximum opportunity for future profitable development. Encourage your audience with our sales and marketing analysis report presentation graphics. This is the time to download this presentation and hit the bull's eye. Generate amity with our Sales And Marketing Analysis Report Powerpoint Presentation Slide. Everyone will feel congenial.

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PowerPoint presentation slides

Slides are 100 % editable. Premium support for customers. Adaptable to Google slides. Instant download in one click. This presentation consists of 66 slides. Quickly convertible to PDF & JPG. The stages in this process are market research, services reports, product performance, sales report, progress report, web analytics.

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• Business Slides , Complete Decks , All Decks , Strategic Management , Marketing and Sales
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Content of this Powerpoint Presentation

Slide 1 : This slide presents Sales And Marketing Analysis Report. Add your company name and get started. Slide 2 : This is an agenda slide. You can use as per your business need. Slide 3 : This slide presents a Monthly Marketing Calendar.   Slide 4 : This is Sales Performance Reporting slide in charts and graphs. Slide 5 : This slide presents Sales By Region on a world map image. Slide 6 : This is US Sales By Regions slide on a US map image. It presents- Higher Sales, Average Sales, Lowest Sales. Slide 7 : This slide states Key Financial scores. Use it to show your own financial aspects etc. Slide 8 : This slide presents Key Deliverables And Timeline with flag imagery. Slide 9 : This is Return On Investment slide with respect to- Success, Sales, Capital, Return, Interest Calculation, Investment. Slide 10 : This slide states Product Wise Performance in charts and graphs. Slide 11 : This slide showcases a Marketing Roadmap with text boxes. Slide 12 : This slide presents Website Performance Review in charts and graphs. Slide 13 : This slide also presents Website Performance Review in charts and graphs. Slide 14 : Thi slide displays Search Engine Ranking. Slide 15 : This slide presents Monthly Traffic Source Overview in charts and graphs. Slide 16 : This is Organic Visits And Backlinks slide in charts and graphs. Slide 17 : This is New Customer By Source slide with arrow imagery. Slide 18 : This slide presents Website Update Plan with imagery and text boxes. Slide 19 : This slide presents Email Marketing Report in a pie chart/ graph form. Slide 20 : This slide showcases Email Marketing Performance Chart in a bar chart/ graph form. Slide 21 : This slide presents Monthly Pipeline Summary which consists of the following steps- Discovery, Pre-Qualification, Qualification, Solution Design, Evaluation, Decision, Negotiation, Closed. Slide 22 : This slide shows Lead Generation Activities in a circular form. These are- Meeting, Direct mail, Print Advertising, Print Publications, Cold Calls, Associations/Trade Shows, Networking, Speaking, Social Media, Webinar, Phone/video, Blogs/Online Publications, Email, Search, Online Advertising, Group/Online Conferences. Slide 23 : This slide presents Web Traffic Insights in charts and graphs. Use it to show Traffic Sources, Subdomains etc. Slide 24 : This slide showcases Marketing Reach By Channels in a circular form. Slide 25 : This slide presents Social Media Metrics of the following- Facebook, Twitter, YouTube, Instagram. Slide 26 : This slide presents Paid Search Analytics in a funnel form showcasing- Impressions, Clicks, Conversions. Slide 27 : This is Organic VS Paid Search Traffic slide showing- Avg. Session Duration, Pages/Session, Bounce Rate. Slide 28 : This slide showcases Last 30 Days Results in charts and graphs. Slide 29 : This slide showcases Customers Sourced By Marketing with a Cumulative Frequency graph. Slide 30 : This is Visitors To Lead Performance in a combo chart/ graph form. Slide 31 : This slide states Leads To Customer Performance in a line graph/ chart form. Slide 32 : This is Channels Partners slide to state. Slide 33 : This is Top Channel Sales People slide with imagery and text boxes. Slide 34 : This slide states Top Marketing Campaigns in a tabular form. Slide 35 : This slide presents Our Trade Show Calendar. Use it as per your requirement. Slide 36 : This slide shows Customer Service Benchmarking in a bar graph/ chart form. Slide 37 : This slide showcases Direct Mail Campaigns with- Point Of Purchase, Public Relationship, Direct Mail Campaign, Print Advertising, Broadcast Advertising. Slide 38 : This slide presents Direct Mail Plans in a bar graph/ chart form. Slide 39 : This slide presents Advertising Reviews. Slide 40 : This slide shows Advertising Spent On Different Mediums. Slide 41 : This slide shows Global Adspend By Medium in a pie chart/ graph form. Slide 42 : This slide presents Print Media Publication Report in charts and graphs. Slide 43 : This slide presents Telemarketing Report in a bar graph/ chart form. Slide 44 : This slide also presents Telemarketing Report in charts and graphs. Slide 45 : This is a Competitive Intelligence slide. State your tasks here. Slide 46 : This is also a Competitive Intelligence slide in a matrix form. Slide 47 : Thi slide showcases Channel Promotional Events with icon imagery. Slide 48 : This slide presents Customer Testimonials with name and designation to fill. Slide 49 : This is a Case Study slide with icon imagery. Slide 50 : This slide presents Marketing Plan with target and arrow imagery. Slide 51 : This slide presents Monthly Advertising Plan. Slide 52 : This slide showcases Roadmap To Monthly Plans with imagery. Slide 53 : This slide is titled Additional slides to proceed forward. You can change/ alter as per need. Slide 54 : This is Our mission slide with imagery and text boxes to go with. Slide 55 : This is Our team slide with names and designation. Slide 56 : This is a Comparison slide to show comparison of two entities. Slide 57 : This is Dashboard slide to show information in percentage etc. Slide 58 : This slide showcases Global Project Locations with a World map image and text boxes to make it explicit. Slide 59 : This is a Timeline slide to show growth, evolution, milestones etc. Slide 60 : This is a Target slide to show targets, plans etc. Slide 61 : This is a Venn diagram image slide to show information, specifications etc. Slide 62 : This is a Mind map image slide to show information, specifications etc. Slide 63 : This is a Bulb/Idea image slide to show information, specifications etc. Slide 64 : This is a Bar Graph image slide to show product/entity comparison, information etc. Slide 65 : This slide showcases a Funnel with text boxes. State information, process in funnel form here. Slide 66 : This is a Thank You slide with Address# street number, city, state, Contact Numbers, Email Address.

Sales And Marketing Analysis Report Powerpoint Presentation Slide with all 66 slides:

Our Sales And Marketing Analysis Report Powerpoint Presentation Slide facilitate consensus creation. They help discover common ground.

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by Darron Hunter

June 17, 2021

by Dexter Weaver

June 16, 2021

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Free Sales Analysis PowerPoint Slide

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Sales Analysis In this section of this sample sales PowerPoint presentation giving your audience a peek into your financials assures them of your achievements

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