Every sales team is different. But there are some standard features you'll find in most sales reports. Here are some examples:
When building a quarterly sales report by territory, you have a few tool options. Many teams start with spreadsheets like Excel or Google Sheets. Mapping Excel sales data, for example, makes it easy to group data by territory and quarter and quickly run calculations.
Creating a report that displays quarterly sales by territory using Google Sheets or Excel is simple, familiar, and flexible.
Google Sheets | Excel |
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Google Sheets | Excel |
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Is sales territory management an integral part of your overall strategy? Analyzing your market by geographic area can be the first step toward developing a sales territory plan. But remember, circumstances can change quickly.
When creating a report that displays quarterly sales by territory, you need to organize and realign sales territories in real time. That way, you can get your resources in the right place and cut inefficiency when designing your sales process. This is where dedicated software comes in.
Dedicated mapping and territory optimization tools take territory reporting far beyond what spreadsheets can offer. Instead of relying on rows and columns, you can use mapping software for sales teams to create dynamic, map-based reports that reveal patterns at a glance. These reports make it easier to share clear, visually compelling insights with your team.
Territory mapping software like eSpatial is designed with sales teams in mind. They relieve the admin burden from your sales managers. You can also leverage integrations to seamlessly transfer and report data between different sources.
In addition, using a dedicated mapping tool to create a report that displays quarterly sales by territory provides better visual insight. It can help you better align your resources, driving higher revenue with lower costs. All in all, this means: