{"id":113079,"date":"2025-03-31T14:32:58","date_gmt":"2025-03-31T12:32:58","guid":{"rendered":"https:\/\/www.livespace.io\/?p=113079"},"modified":"2025-05-30T09:58:41","modified_gmt":"2025-05-30T07:58:41","slug":"sales-report-template","status":"publish","type":"post","link":"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/","title":{"rendered":"7 most widely used sales reports (with free downloadable templates)"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#7_types_of_sales_reports_you_can_use\" >7 types of sales reports you can use\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#1_Sales_pipeline_report\" >1. Sales pipeline report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#2_Conversion_rate_report\" >2. Conversion rate report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#3_Sales_forecast_report\" >3. Sales forecast report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#4_Deals_wondeals_lost\" >4. Deals won\/deals lost<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#5_Average_deal_size\" >5. Average deal size<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#6_Sales_calls_report\" >6. Sales calls report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#7_Sales_funnel_report\" >7. Sales funnel report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-report-template\/#Instead_of_manually_creating_reports_use_a_CRM\" >Instead of manually creating reports, use a CRM\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400;\">Trying to improve something without data is like walking in a forest without a compass. You can easily get lost, and it\u2019s hard to find the \u2018right\u2019 way out. This is also true when assessing your sales process and sales team\u2019s efficiency. If you don\u2019t gather and analyze your data at scale, you won\u2019t know what\u2019s working (or why something isn\u2019t). So, even if you have a small sales team, you should still keep track of your opportunities (both won and lost) to become better at closing deals and boosting revenue.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, you\u2019ll find answers to questions like \u201c<\/span><span style=\"font-weight: 400;\">what should a sales report look like?<\/span><span style=\"font-weight: 400;\">\u201d and \u201c<\/span><span style=\"font-weight: 400;\">what should a sales report include?<\/span><span style=\"font-weight: 400;\">\u201d. I\u2019ll also share 7 <\/span><span style=\"font-weight: 400;\">sales report templates<\/span><span style=\"font-weight: 400;\"> that you can download to track and improve your performance.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"7_types_of_sales_reports_you_can_use\"><\/span><span style=\"font-weight: 400;\">7 types of sales reports you can use\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">In terms of <\/span><span style=\"font-weight: 400;\">how to create a sales report<\/span><span style=\"font-weight: 400;\">, it depends on the type of report you\u2019ll use. Here are the main ones along with <\/span><span style=\"font-weight: 400;\">sales report Excel<\/span><span style=\"font-weight: 400;\"> templates to use.\u00a0<\/span><\/p>\n<h2 id=\"id1\"><span class=\"ez-toc-section\" id=\"1_Sales_pipeline_report\"><\/span><span style=\"font-weight: 400;\">1. Sales pipeline report<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A sales pipeline report shows all your potential deals and where they are in the sales process. It helps businesses track opportunities, forecast revenue, and optimize their sales strategies.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can use a sales pipeline report to monitor deal progress by tracking how leads move through different stages, from initial contact to closing. It improves forecasting by estimating which deals are likely to close and their value.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But that\u2019s not all, it also helps with spotting bottlenecks, highlighting where deals stall, and allowing teams to address inefficiencies. By diving deeper into these insights, teams can optimize their sales strategies and adjust their tactics to increase conversion rates.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lev Tretyakov, CEO and Head of Sales of <\/span><a href=\"https:\/\/www.fortador-usa.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Fortador<\/span><\/a><span style=\"font-weight: 400;\">, told me that they did a pipeline analysis after they noticed that most of their qualified leads silently drifted away without any warning. They left during the education phase before booking a call. The pipeline report showed that prospective clients felt overwhelmed by too much technical content. Their educational material included PSI numbers, fuel efficiency data, and saving rates. These stats were the company\u2019s pride but not all were relevant to the challenges of their clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWe simplified our educational materials into quick, actionable videos of our steam cleaners at work. We humanized the rest of the data and introduced one follow-up question, \u2018Which of these three outcomes\u2014time saving, cost saving or quality improvement\u2014is most important to you?\u2019. It gave customers a reason to engage with us again and we got a 9% increase in leads from the education phase to scheduled calls,\u201d said Tretyakov.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113087\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report.webp\" alt=\"What should a sales report include? Example of a sales pipeline report\" width=\"1800\" height=\"1295\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-300x216.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-1030x741.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-768x553.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-1536x1105.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-1500x1079.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-pipeline-report-705x507.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track\u00a0<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Number of deals in each stage<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total pipeline value \u2013 the sum of all potential deals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate \u2013 the percentage of deals closed successfully<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average deal size \u2013 the average value of a closed deal or sale over a specific period. It is calculated by dividing the total revenue generated from sales by the number of deals closed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales cycle length \u2013 time taken to close deals.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update regularly \u2013 keep data fresh to ensure accurate forecasting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment reports \u2013 analyze by product, sales rep, or region for deeper insights. Don&#8217;t put all your clients into one basket; segment them instead. At Livespace, we use different sales funnels based on factors like the client\u2019s industry and sales team size. Their buying processes vary\u2013 a software house won\u2019t buy the same way as a production firm or a corporation. Treating all clients the same just doesn\u2019t work.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review conversion rates \u2013 identify weak stages and improve follow-ups.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a sales pipeline report in Excel<\/span><\/h3>\n<p><b>Step 1: Set up your data table<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal name \u2013 the name of the prospect or deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creation date \u2013 when the deal was created to calculate the average cycle length.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company name \u2013 that\u2019s self-explanatory\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contact person \u2013 to know who you get in touch with.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales rep \u2013 the person responsible for the deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal stage \u2013 current stage (e.g., Lead, Qualified, Proposal Sent, Negotiation, Closed-Won\/Lost).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal value \u2013 the estimated revenue from the deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Probability (%) \u2013 the likelihood of closing the deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expected revenue \u2013 deal Value \u00d7 Probability (%).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Closing date \u2013 estimated or actual deal closure date.<\/span><\/li>\n<\/ul>\n<p><b>Step 2: Input sales data<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Enter your deals into the table, filling in each column based on current pipeline data.<\/span><\/p>\n<p><b>Step 3: Use formulas for key metrics<\/b><\/p>\n<ul>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Total Pipeline Value: <\/span><span style=\"font-weight: 400;\">=SUM(E:E)<\/span><span style=\"font-weight: 400;\"> (sum of Deal Values)<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Weighted Pipeline Value (Forecasted Revenue): <\/span><span style=\"font-weight: 400;\">=SUM(F:F)<\/span><span style=\"font-weight: 400;\"> (sum of Expected Revenues)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Win Rate:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"> =COUNTIF(G:G, &#8220;Closed-Won&#8221;) \/ (COUNTIF(G:G, &#8220;Closed-Won&#8221;) + COUNTIF(G:G, &#8220;Closed-Lost&#8221;))<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Average Deal Size: <\/span><span style=\"font-weight: 400;\">=AVERAGEIF(G:G, &#8220;Closed-Won&#8221;, E:E)<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Sales Cycle Length: Calculate the difference between deal creation and closing dates using <\/span><span style=\"font-weight: 400;\">=AVERAGE(H:H &#8211; B:B)<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<p><b>Step 4: Create a sales pipeline chart<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select your data (Deal Stages and Deal Values).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to Insert &gt; Bar Chart &gt; Stacked Bar Chart.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Format the chart to visualize deals in each stage.<\/span><\/li>\n<\/ol>\n<p><b>Step 5: Apply conditional formatting<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Use conditional formatting to highlight high-value deals, stalled deals, or urgent closing deadlines.<\/span><\/p>\n<div style=\"background-color: #e7f9e9; padding: 40px; border-radius: 4px; text-align: left;\">\n<p style=\"text-align: center;\"><strong>If you\u2019d rather not create one yourself, we have ready-made templates for you. <\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Just leave your email and we will send it directly to your inbox.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<div style=\"text-align: center;\"><div class=\"wpforms-container wpforms-container-full\" id=\"wpforms-113208\"><form id=\"wpforms-form-113208\" class=\"wpforms-validate wpforms-form wpforms-ajax-form\" data-formid=\"113208\" method=\"post\" enctype=\"multipart\/form-data\" action=\"\/en\/wp-json\/wp\/v2\/posts\/113079\" data-token=\"05b4af999bfec61b619cd1c058bbe1fa\" data-token-time=\"1777307216\"><noscript class=\"wpforms-error-noscript\">Please enable JavaScript in your browser to complete this form.<\/noscript><div class=\"wpforms-field-container\"><div id=\"wpforms-113208-field_3-container\" class=\"wpforms-field wpforms-field-layout\" data-field-id=\"3\"><div class=\"wpforms-field-layout-columns wpforms-field-layout-preset-50-50\"><div class=\"wpforms-layout-column wpforms-layout-column-50\" ><div id=\"wpforms-113208-field_1-container\" class=\"wpforms-field wpforms-field-name\" data-field-id=\"1\"><label class=\"wpforms-field-label wpforms-label-hide\" for=\"wpforms-113208-field_1\">Name <span class=\"wpforms-required-label\">*<\/span><\/label><input type=\"text\" id=\"wpforms-113208-field_1\" class=\"wpforms-field-medium wpforms-field-required\" name=\"wpforms[fields][1]\" placeholder=\"Name\" required><\/div><\/div><div class=\"wpforms-layout-column wpforms-layout-column-50\" ><div id=\"wpforms-113208-field_2-container\" class=\"wpforms-field wpforms-field-email\" data-field-id=\"2\"><label class=\"wpforms-field-label wpforms-label-hide\" for=\"wpforms-113208-field_2\">Email <span class=\"wpforms-required-label\">*<\/span><\/label><input type=\"email\" id=\"wpforms-113208-field_2\" class=\"wpforms-field-medium wpforms-field-required\" name=\"wpforms[fields][2]\" placeholder=\"Email\" spellcheck=\"false\" required><\/div><\/div><\/div><\/div><div id=\"wpforms-113208-field_6-container\" class=\"wpforms-field wpforms-field-checkbox\" data-field-id=\"6\"><label class=\"wpforms-field-label wpforms-label-hide\">Checkboxes <span class=\"wpforms-required-label\">*<\/span><\/label><ul id=\"wpforms-113208-field_6\" class=\"wpforms-field-required\"><li class=\"choice-1 depth-1\"><input type=\"checkbox\" id=\"wpforms-113208-field_6_1\" name=\"wpforms[fields][6][]\" value=\"The administrator of personal data is Livespace S.A. with its registered office in Warsaw. 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Your data will be processed for the purposes of marketing and educational communication.<\/label><\/li><\/ul><\/div><\/div><!-- .wpforms-field-container --><div class=\"wpforms-submit-container\" ><input type=\"hidden\" name=\"wpforms[id]\" value=\"113208\"><input type=\"hidden\" name=\"page_title\" value=\"\"><input type=\"hidden\" name=\"page_url\" value=\"https:\/\/www.livespace.io\/en\/wp-json\/wp\/v2\/posts\/113079\"><input type=\"hidden\" name=\"url_referer\" value=\"\"><button type=\"submit\" name=\"wpforms[submit]\" id=\"wpforms-submit-113208\" class=\"wpforms-submit\" data-alt-text=\"Sending...\" data-submit-text=\"Get your template\" aria-live=\"assertive\" value=\"wpforms-submit\">Get your template<\/button><img decoding=\"async\" src=\"https:\/\/www.livespace.io\/wp-content\/plugins\/wpforms\/assets\/images\/submit-spin.svg\" class=\"wpforms-submit-spinner\" style=\"display: none;\" width=\"26\" height=\"26\" alt=\"Loading\"><\/div><\/form><\/div>  <!-- .wpforms-container --><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h2 id=\"id2\"><span class=\"ez-toc-section\" id=\"2_Conversion_rate_report\"><\/span><span style=\"font-weight: 400;\">2. Conversion rate report<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A conversion rate report tracks the percentage of leads that move through each stage of the sales funnel and ultimately become paying customers. It helps businesses see how well their sales process is working, spot weak points, and improve their strategy to close more deals.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In short, if you want to find out how well your sales team is performing, you should look at the conversion rate report. It will come in handy in identifying which stages of the sales funnel need improvement, like lead qualification or proposal. By looking into past conversion trends, you can enhance forecasting and make more accurate revenue predictions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Adam Yong, Founder of <\/span><a href=\"https:\/\/agilitywriter.ai\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Agility Writer<\/span><\/a><span style=\"font-weight: 400;\">, told me that using a conversion rate report showed him how their content strategy was driving traffic but not necessarily converting that traffic into leads. He realized the disconnect was the lack of clear calls to action and tailored messaging that aligned with user intent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cAfter diving deeper into this, I optimized our landing pages and adjusted our email follow-ups. After refining our approach, our conversions improved by 20%. Tracking this metric has been instrumental in ensuring we are not just attracting visitors but turning them into actual clients. Understanding conversion rates gives you a clear view of what\u2019s working and what needs tweaking,\u201d added Yong.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Krzysztof Kowalczyk, Head of Sales at <\/span><a href=\"https:\/\/www.timecamp.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">TimeCamp<\/span><\/a><span style=\"font-weight: 400;\">, is also a big advocate of conversion rate reports. He told us that they help the brand check not only how effective their lead conversion strategies are, but also where the biggest challenges in the sales process lie. Kowalczyk says that the sales team examines conversion from several perspectives.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>\u201cConversion between individual sales stages<\/b><span style=\"font-weight: 400;\"> \u2013 this helps identify where we lose potential customers and which stages need optimization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion to purchase by salesperson<\/b><span style=\"font-weight: 400;\"> \u2013 this helps reveal whether some team members are more effective at handling large clients. If so, we can implement their best practices across the team.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion to purchase by customer segment (SMBs vs enterprises)<\/b><span style=\"font-weight: 400;\"> \u2013 this enables us to tailor our strategy to different customer groups.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion to purchase over time (quarterly\/monthly)<\/b><span style=\"font-weight: 400;\"> \u2013 this helps us track sales seasonality and adjust our actions at key moments.\u201d<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Kowalczyk also mentioned that he typically conducts these analyses once a month, as the sales cycle ranges from 2 weeks to 3 months.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113089\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report.webp\" alt=\" What should a sales report look like? Conversion rate report template\" width=\"1800\" height=\"1275\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-300x213.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-1030x730.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-768x544.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-1536x1088.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-1500x1063.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-260x185.webp 260w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/conversion-rate-report-705x499.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track\u00a0<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead-to-customer conversion rate: (won deals\/total leads) \u00d7 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Marketing qualified lead to sales qualified lead conversion rate: (number of SQLs\/number of MQLs) x 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales lead to customer: (number of customers\/number of sales leads) x 100\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Stage-to-stage conversion rates: percentage of leads progressing through each funnel stage<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate: Percentage of closed deals compared to total opportunities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer acquisition cost (CAC): total sales and marketing spend per acquired customer<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Time-to-conversion: average time taken to convert a prospect into a lead.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment data \u2013 analyze conversion rates by lead source, sales rep, or region<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set benchmarks \u2013 compare against industry averages or past performance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identify drop-off points \u2013 improve messaging or follow-ups at weak stages.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a conversion rate report in Excel<\/span><\/h3>\n<p><b>Step 1: Set up your data table<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Stage name<\/b><span style=\"font-weight: 400;\"> \u2013 lead stages (e.g., Website Visit, Lead, Qualified, Proposal, Closed-Won).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Number of leads<\/b><span style=\"font-weight: 400;\"> \u2013 total leads at each stage.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion rate (%)<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> \u2013 percentage of leads moving to the next stage.<br \/>\n<\/span><\/span><\/li>\n<\/ul>\n<p><b>Step 2: Input sales data<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Enter the number of leads at each stage based on your sales funnel data.<\/span><\/p>\n<p><b>Step 3: Apply formulas for key metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Stage-to-Stage Conversion Rate:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"> = (Current Stage Leads \/ Previous Stage Leads) * 100<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Overall Conversion Rate (Lead to Customer):<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"> = (Closed-Won Leads \/ Initial Leads) * 100<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Average Time to Conversion (if tracking lead dates):<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"> =AVERAGE(Closing Date &#8211; Lead Creation Date)<\/span><\/p>\n<p><b>Step 4: Create a Funnel Chart<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the &#8220;Stage Name&#8221; and &#8220;Number of Leads&#8221; columns.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to Insert &gt; Bar Chart &gt; Stacked Bar Chart (adjust to look like a funnel).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Format the chart to visualize drop-offs at each stage.<\/span><\/li>\n<\/ol>\n<p><b><br \/>\nStep 5: Apply Conditional Formatting<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight low conversion rates in red to spot weak points.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use green for high-converting stages.<\/span><\/li>\n<\/ul>\n<h2 id=\"id3\"><span class=\"ez-toc-section\" id=\"3_Sales_forecast_report\"><\/span><span style=\"font-weight: 400;\">3. Sales forecast report<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">sales forecast report<\/span><span style=\"font-weight: 400;\"> predicts future sales by looking at past performance, market trends, and current sales efforts. It helps businesses plan and tweak strategies to stay on track.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It allows companies to allocate resources like budgets, staff, and inventory more effectively. By setting realistic goals and identifying potential challenges early, businesses can adjust strategies to stay prepared. Ultimately, a sales forecast report keeps sales efforts aligned with company goals, driving better results as explained by Austin Rulfs, the director of <\/span><a href=\"https:\/\/zandawealth.com.au\/\"><span style=\"font-weight: 400;\">Zanda Wealth Mortgage Brokers<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By examining their sales forecast report, they spotted a bottleneck between the initial consultation and the loan application. Many potential clients sought information but did not proceed, which surprised him as he believed that their consultation sessions were comprehensive. This discovery led to a change.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201c<\/span><span style=\"font-weight: 400;\">Our consultation process now delivers unique application step plans to every individual client. Periodic check-in meetings now provide clients with assistance. The added loan application completion process led to both increased customer satisfaction and higher organizational revenue levels. As a business owner and investor,<\/span> <span style=\"font-weight: 400;\">I believe sales forecasts are more than just numbers but they tell a story. They reveal your current situation and potential future,\u201d added Rulfs.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113091\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report.webp\" alt=\"sales forecast report template; how to create a sales report in Excel?\" width=\"1800\" height=\"1094\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-300x182.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-1030x626.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-768x467.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-1536x934.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-1500x912.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-forecast-report-705x428.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total forecasted sales \u2013 the revenue a business expects to make in a given period based on past sales and current trends<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Historical sales data \u2013 information about past sales, like revenue and deal details, that helps businesses spot trends and make smarter predictions for the future<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pipeline stage conversion rates \u2013 the percentage of leads that move from one step of the sales process to the next<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average deal size \u2013 the typical value of a closed sale, calculated by dividing total revenue by the number of deals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Time to close \u2013 the average time it takes to turn a lead into a customer, from the first contact to the deal\u2019s completion.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use accurate data \u2013 base your forecast on historical sales data, current pipeline information, and market trends to ensure accuracy<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment your data \u2013 break down the forecast by product, region, or sales team to gain more granular insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set clear assumptions \u2013 define the factors influencing the forecast (e.g., seasonality, economic conditions) to clarify how estimates are made<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Incorporate sales stages \u2013 track deals through various pipeline stages (e.g., prospecting, negotiation) to better understand conversion likelihood<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collaborate with sales teams \u2013 get input from your salespeople, as they have first-hand knowledge of potential deals and can offer valuable insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update regularly \u2013 revise forecasts periodically to reflect new data, trends, or shifts in the market.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a sales forecast report in Excel<\/span><\/h3>\n<p><b>Step 1<\/b><span style=\"font-weight: 400;\">:<\/span><b> Set up your columns<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Column A<\/b><span style=\"font-weight: 400;\">: Date (e.g., months, quarters)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Column B<\/b><span style=\"font-weight: 400;\">: Forecasted Sales (estimated revenue per period)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Column C<\/b><span style=\"font-weight: 400;\">: Historical Sales (actual sales from previous periods)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Column D<\/b><span style=\"font-weight: 400;\">: Difference (Forecasted Sales \u2013 Historical Sales)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Column E<\/b><span style=\"font-weight: 400;\">: Adjusted Forecast (to account for market changes)<\/span><\/li>\n<\/ul>\n<p><b>Step 2:Enter data<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Input historical data in the Historical Sales column.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Forecast future sales in the Forecasted Sales column using historical trends or data-driven methods (e.g., growth percentages or average sales per month).<\/span><\/li>\n<\/ul>\n<p><b>Step 3: Add Formulas<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Difference<\/b><span style=\"font-weight: 400;\">: In column D, calculate the difference between forecasted and actual sales using the formula <\/span><span style=\"font-weight: 400;\">=B2-C2<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Adjusted Forecast<\/b><span style=\"font-weight: 400;\">: In column E, if needed, adjust the forecast based on any market condition changes (e.g., if market conditions change by 5%, you can adjust by multiplying the forecasted value by 1.05).<\/span><\/li>\n<\/ul>\n<p><b>Step 4: Visualization<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight your data and create a line chart or bar chart to visualize trends and forecast accuracy.<\/span><\/li>\n<\/ul>\n<h2 id=\"id4\"><span class=\"ez-toc-section\" id=\"4_Deals_wondeals_lost\"><\/span><span style=\"font-weight: 400;\">4. Deals won\/deals lost<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A deals won\/deals lost report provides a breakdown of all closed deals, clearly distinguishing between successful sales (deals won) and unsuccessful attempts (deals lost). This report makes it easier to spot and analyze the factors that influence deal outcomes.<\/span><\/p>\n<h3>Why use it?<\/h3>\n<p><span style=\"font-weight: 400;\">This sales report is a must because it lets you identify patterns that either contribute to (or block) a sale. As a result, you and your team can improve your sales strategy \u2013 for example, enhance your value proposition, sales pitch, or even refine your lead qualification criteria. While it\u2019s not a sales forecast report, per se, it also hints at your possible <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-win-rate\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales win rate<\/span><\/a><span style=\"font-weight: 400;\"> with your existing strategy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Arsen Misakyan, Founder of<\/span><a href=\"https:\/\/laxcar.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"> LAXcar<\/span><\/a><span style=\"font-weight: 400;\">, told me that this report has been a game-changer for his company\u2019s sales process. \u201cAfter tracking the reasons behind every deal outcome closely, we realized that a big chunk of our lost deals \u2013 around 30-35% \u2013 were simply due to misaligned expectations relating to our premium service lines and timing,\u201d Misakyan explained. He said that numerous prospects went with competitors who could provide higher responsiveness for service changes or flexible pricing in peak periods.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using this data, LAXcar made some critical changes. First, they overhauled the company\u2019s sales training to make sure they could better articulate the brand\u2019s unique value proposition and better handle potential pricing objections during the sales process. \u201cWe also rolled out an optional scheduling service during peak times to meet the menu-matching concerns raised by our report. Consequently, over the next quarter, our win\u2002rate increased by 22% and customer satisfaction scores mirrored this improvement\u201d, Misakyan said. Not only did this report show the sales team where they were slipping. It also offered straightforward stats that inspired changes on how to anticipate their clients&#8217; needs better.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113093\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost.webp\" alt=\"Sales report template; example of a deals won deals lost report from Livespace\" width=\"1800\" height=\"1094\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-300x182.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-1030x626.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-768x467.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-1536x934.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-1500x912.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/deals-won-deals-lost-705x428.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deals won \u2013 the total number of deals closed successfully<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deals lost \u2013 the total number of deals lost during the sales process<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate \u2013 the percentage of deals that result in a successful close<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Loss rate \u2013 the percentage of deals that are lost<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average deal size (won) \u2013 the average value of deals that were successfully closed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average deal size (lost) \u2013 the average value of deals that were lost<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reason for loss \u2013 the key reasons why deals are lost (e.g., price objections, competition, lack of urgency).<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Categorize deal outcomes \u2013 on top of creating two main categories, i.e., deals won and deals lost, also track the reasons for each opportunity<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update your data regularly \u2013 this will let you track how your changes impact deal outcomes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identify patterns \u2013 look for trends in deal losses to identify common obstacles<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track deals won\/lost by sales representative \u2013 if you\u2019re using a <\/span><span style=\"font-weight: 400;\">sales report Excel<\/span><span style=\"font-weight: 400;\"> file, create a separate column for each sales person. Analyze their performance to pinpoint areas for improvement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use visuals \u2013 on top of charts for win\/loss rations or trends in deal sizes, I particularly recommend creating graphs like pie charts for reasons for loss.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a deals won\/deals lost report in Excel<\/span><\/h3>\n<p><b>Step 1: Enter data in a table format<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal name<\/b><span style=\"font-weight: 400;\"> \u2013 the name of the deal or customer<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Sales rep<\/b><span style=\"font-weight: 400;\"> \u2013 the person responsible for closing the deal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal value<\/b><span style=\"font-weight: 400;\"> \u2013 the value of the deal in terms of revenue<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal stage<\/b><span style=\"font-weight: 400;\"> \u2013 the current stage of the deal (e.g., Proposal Sent, Negotiation, Closed-Won, Closed-Lost)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Close date<\/b><span style=\"font-weight: 400;\"> \u2013 the date the deal was closed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal outcome<\/b><span style=\"font-weight: 400;\"> \u2013 the result of the deal (e.g., Closed-Won, Closed-Lost)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reason for loss<\/b><span style=\"font-weight: 400;\"> \u2013 if applicable, the reason the deal was lost (e.g., Price, Competition, Timing, Lack of Interest).<\/span><\/li>\n<\/ul>\n<p><b>Step 2: Add formulas for key metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Once your table is set up, use formulas to calculate essential metrics for deals won and deals lost:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total deals closed<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of deals closed in the reporting period.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Won&#8221;) + COUNTIF(E2:E100, &#8220;Closed-Lost&#8221;)<\/span><span style=\"font-weight: 400;\"> (assuming deal outcomes are in column E).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deals won<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of deals marked as &#8220;Closed-Won.&#8221;<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Won&#8221;)<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deals lost<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of deals marked as &#8220;Closed-Lost.&#8221;<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Lost&#8221;)<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Win rate<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of deals won.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Won&#8221;) \/ (COUNTIF(E2:E100, &#8220;Closed-Won&#8221;) + COUNTIF(E2:E100, &#8220;Closed-Lost&#8221;)) * 100<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Loss rate<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of deals lost.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Lost&#8221;) \/ (COUNTIF(E2:E100, &#8220;Closed-Won&#8221;) + COUNTIF(E2:E100, &#8220;Closed-Lost&#8221;)) * 100<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size (won)<\/b><span style=\"font-weight: 400;\"> \u2013 the average value of deals that were closed successfully.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=AVERAGEIF(E2:E100, &#8220;Closed-Won&#8221;, C2:C100)<\/span><span style=\"font-weight: 400;\"> (assuming deal values are in column C).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size (lost)<\/b><span style=\"font-weight: 400;\"> \u2013 the average value of deals that were lost.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=AVERAGEIF(E2:E100, &#8220;Closed-Lost&#8221;, C2:C100)<\/span><span style=\"font-weight: 400;\"> (assuming deal values are in column C).<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Step 3: Create a win\/loss performance chart in Excel<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Select data for the chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Highlight the <\/span><b>&#8220;Deal Outcome&#8221;<\/b><span style=\"font-weight: 400;\"> and <\/span><b>&#8220;Deal Value&#8221;<\/b><span style=\"font-weight: 400;\"> columns.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Insert a chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Go to <\/span><b>Insert<\/b><span style=\"font-weight: 400;\"> \u2192 Click on <\/span><b>Column or Pie Chart<\/b><span style=\"font-weight: 400;\"> \u2192 Select a suitable chart (e.g., a pie chart to show the ratio of deals won vs. lost).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customize the chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the chart and use <\/span><b>Chart Design<\/b><span style=\"font-weight: 400;\"> tools:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Add <\/span><b>data labels<\/b><span style=\"font-weight: 400;\"> to show deal counts and values<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Use contrasting <\/span><b>colors<\/b><span style=\"font-weight: 400;\"> to differentiate between deals won and lost<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Adjust <\/span><b>axis labels<\/b><span style=\"font-weight: 400;\"> and <\/span><b>titles<\/b><span style=\"font-weight: 400;\"> for clarity.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><b>Step 4: Add summary metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">To summarize your win\/loss performance, create summary calculations for key metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total deals closed<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of closed deals (both won and lost).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deals won (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of deals won.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deals lost (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of deals lost.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size (won)<\/b><span style=\"font-weight: 400;\"> \u2013 the average value of won deals.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size (lost)<\/b><span style=\"font-weight: 400;\"> \u2013 the average value of lost deals.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Use formulas like <\/span><span style=\"font-weight: 400;\">COUNTIF()<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">AVERAGEIF()<\/span><span style=\"font-weight: 400;\">, and basic mathematical operations to calculate these metrics automatically.<\/span><\/p>\n<p><b>Step 5: Automate with <\/b><span style=\"font-weight: 400;\">c<\/span><b>onditional <\/b><span style=\"font-weight: 400;\">f<\/span><b>ormatting<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight <\/span><b>won deals<\/b><span style=\"font-weight: 400;\"> in <\/span><b>green<\/b><span style=\"font-weight: 400;\"> for positive reinforcement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use <\/span><b>red formatting<\/b><span style=\"font-weight: 400;\"> for <\/span><b>lost deals<\/b><span style=\"font-weight: 400;\"> to emphasize areas of improvement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply <\/span><b>data bars<\/b><span style=\"font-weight: 400;\"> to visualize deal values and quickly spot the highest-value deals won or lost.<\/span><\/li>\n<\/ul>\n<h2 id=\"id5\"><span class=\"ez-toc-section\" id=\"5_Average_deal_size\"><\/span><span style=\"font-weight: 400;\">5. Average deal size<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">An average deal size report lets you calculate the typical value of a closed deal. It applies to both won and lost sales opportunities, allowing you to understand the financial impact of your sales efforts. This report is especially valuable if you want to check how well your sales reps are doing at successfully closing higher-value deals.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Keeping track of your deals\u2019 average value lets you check if you\u2019re targeting the right customers and whether your existing pricing strategy is effective. This lets you apply improvements in your sales pipeline and strategy and, ultimately, increase profitability from deals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, knowing the average deal size helps you forecast your revenue and prioritize the highest-value deals to maximize your revenue.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the industries where average deal size reports serve as a vital financial resource is real estate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebastian Wade, a Real Estate Consultant at <\/span><a href=\"https:\/\/www.eemortgagebroker.com.au\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Eden Emerald Mortgages<\/span><\/a><span style=\"font-weight: 400;\">, told me that such reports help him understand both which types of properties clients usually seek and how his company can measure up to market expectations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWhen I look at my own sales reports, I track how many high-value homes we close on each month\u201d, he said. \u201cIf I see that the average deal size has increased, it indicates that I\u2019m successfully targeting more premium markets, which usually come with a higher level of service and more competitive financing options. Conversely, if the average deal size drops, I can reassess the types of properties I\u2019m focusing on and adjust my strategy accordingly\u201d. Wade explained that these sales reports allow him to adapt quickly to shifts in the market and adjust his sales approach to maintain consistent performance.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113096\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size.webp\" alt=\"average deal size sales report template; example from Livespace\" width=\"1800\" height=\"591\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-300x99.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-1030x338.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-768x252.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-1536x504.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-1500x493.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/average-deal-size-705x231.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total revenue \u2013 the total revenue generated from all closed deals within a given period<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total deals closed \u2013 the total number of deals successfully closed during the reporting period<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average deal size \u2013 the average value of closed deals, calculated as total revenue \/ total deals closed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal size distribution \u2013 breakdown of deals by size (e.g., small, medium, large) to identify trends in deal value<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate by deal size \u2013 the conversion rate for deals in different size categories (e.g., small, medium, large)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Revenue per sales rep \u2013 the average deal size achieved by each sales representative.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment deals by value \u2013 this can help you understand trends and deal distribution more accurately<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Compare efficiency over time \u2013 track average deal size over different periods to identify trends and assess whether sales strategies are improving deal values. Make sure to compare similar time periods.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analyze sales rep performance \u2013 Knowing which sales reps are best at closing higher-value deals matters not because they can train or support lower-performing team members. You can also assign them to your highest-value accounts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keep an eye out for external factors \u2013 consider everything that can impact a spike or drop in average deal size. These include market changes and seasonality.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create an average deal size report in Excel<\/span><\/h3>\n<p><b>Step 1: Enter data in a table format<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal name<\/b><span style=\"font-weight: 400;\"> \u2013 the name of the deal or customer.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Sales rep<\/b><span style=\"font-weight: 400;\"> \u2013 the person responsible for closing the deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal value<\/b><span style=\"font-weight: 400;\"> \u2013 the value of the deal in terms of revenue.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal stage<\/b><span style=\"font-weight: 400;\"> \u2013 the current stage of the deal (e.g., Proposal sent, Negotiation, Closed-won, Closed-lost).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Close date<\/b><span style=\"font-weight: 400;\"> \u2013 the date when the deal was closed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal outcome<\/b><span style=\"font-weight: 400;\"> \u2013 the result of the deal (e.g., Closed-won, Closed-lost).<\/span><\/li>\n<\/ul>\n<p><b>Step 2: Add formulas for key metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Once your table is set up, use formulas to calculate essential deal metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total revenue<\/b><span style=\"font-weight: 400;\"> \u2013 the sum of all deal values closed in the reporting period.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=SUM(C2:C100)<\/span><span style=\"font-weight: 400;\"> (assuming deal values are in column C).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total deals closed<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of deals marked as &#8220;Closed-Won.&#8221;<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNTIF(E2:E100, &#8220;Closed-Won&#8221;)<\/span><span style=\"font-weight: 400;\"> (assuming deal outcomes are in column E).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size<\/b><span style=\"font-weight: 400;\"> \u2013 the average value of all closed deals.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=AVERAGEIF(E2:E100, &#8220;Closed-Won&#8221;, C2:C100)<\/span><span style=\"font-weight: 400;\"> (this calculates the average deal value for only closed deals).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Revenue per deal<\/b><span style=\"font-weight: 400;\"> \u2013 the average revenue per deal across the period.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=SUM(C2:C100) \/ COUNTIF(E2:E100, &#8220;Closed-Won&#8221;)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Using these formulas, Excel will automatically calculate the total revenue, total closed deals, and the average deal size whenever new data is entered.<\/span><\/p>\n<p><b>Step 3: Create a deal size performance chart in excel<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Select data for the chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Highlight the <\/span><b>&#8220;Deal value&#8221;<\/b><span style=\"font-weight: 400;\"> and <\/span><b>&#8220;Deal outcome&#8221;<\/b><span style=\"font-weight: 400;\"> columns.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Insert a chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Go to <\/span><b>Insert<\/b><span style=\"font-weight: 400;\"> \u2192 Click on <\/span><b>Column or Pie Chart<\/b><span style=\"font-weight: 400;\"> \u2192 Select a suitable chart (e.g., a bar chart to compare deal sizes).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customize the chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the chart and use <\/span><b>Chart Design<\/b><span style=\"font-weight: 400;\"> tools:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Add <\/span><b>data labels<\/b><span style=\"font-weight: 400;\"> to show the deal values.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Use contrasting <\/span><b>colors<\/b><span style=\"font-weight: 400;\"> for easy comparison of different deal sizes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Adjust <\/span><b>axis labels<\/b><span style=\"font-weight: 400;\"> for better readability.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><b>Step 4: Add summary metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">To summarize your deal size performance, add the following calculations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total revenue<\/b><span style=\"font-weight: 400;\"> \u2013 the total revenue generated from closed deals.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal size<\/b><span style=\"font-weight: 400;\"> \u2013 the average deal value.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Number of closed deals<\/b><span style=\"font-weight: 400;\"> \u2013 the total number of deals marked as &#8220;Closed-Won.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Revenue per sales rep<\/b><span style=\"font-weight: 400;\"> \u2013 the average revenue per deal closed by each sales rep.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Use formulas like <\/span><span style=\"font-weight: 400;\">SUM()<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">COUNTIF()<\/span><span style=\"font-weight: 400;\">, and <\/span><span style=\"font-weight: 400;\">AVERAGE()<\/span><span style=\"font-weight: 400;\"> to calculate these metrics automatically.<\/span><\/li>\n<\/ul>\n<p><b>Step 5: Automate with <\/b><span style=\"font-weight: 400;\">c<\/span><b>onditional <\/b><span style=\"font-weight: 400;\">f<\/span><b>ormatting<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight <\/span><b>large deals<\/b><span style=\"font-weight: 400;\"> (e.g., over $50,000) in <\/span><b>green<\/b><span style=\"font-weight: 400;\"> to make them stand out.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use <\/span><b>red formatting<\/b><span style=\"font-weight: 400;\"> for <\/span><b>low-value deals<\/b><span style=\"font-weight: 400;\"> (e.g., under $5,000).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply <\/span><b>data bars<\/b><span style=\"font-weight: 400;\"> to visualize the range of deal values, allowing you to quickly spot high or low-value deals.<\/span><\/li>\n<\/ul>\n<h2 id=\"id6\"><span class=\"ez-toc-section\" id=\"6_Sales_calls_report\"><\/span><span style=\"font-weight: 400;\">6. Sales calls report<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A sales calls report tells you how effective your phone-based sales outreach efforts are. You track key call-related metrics such as volume, duration, and outcomes. This hints at how effective your sales team is at selling via voice channels and how they can engage better with prospects.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Tracking sales calls is an absolute must, even if you use a mix of sales acquisition channels. It allows you to evaluate your team\u2019s outreach effectiveness and measure conversion rates from this contact method.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This sales report helps you spot trends in prospect engagement. If you understand the reasons for lead drop out, you can use them to improve follow-up strategies and refine your company\u2019s pitch and messaging. I believe that this report is extremely valuable for the entire company (not only for those who run phone-based outreach), because you gather feedback directly from potential clients. These findings can then be used to improve your entire outreach strategy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From a team operational standpoint, sales call reports can help you adjust call frequency, balance workload distribution, and prioritize high-value prospects for maximum impact.<\/span><\/p>\n<h4><img decoding=\"async\" class=\"alignnone size-full wp-image-113098\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls.webp\" alt=\"sales calls report; example of what should a sales report look like if you want to track call volume \" width=\"1800\" height=\"900\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-300x150.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-1030x515.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-768x384.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-1536x768.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-1500x750.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/reports-phone-calls-705x353.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/h4>\n<h3><span style=\"font-weight: 400;\">Key metrics to track<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total calls made \u2013 the number of sales calls completed within a given period<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call duration \u2013 the average length of each sales call<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Conversion rate \u2013 the percentage of calls that result in a desired action (e.g., scheduled demo, closed deal)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Follow-up rate \u2013 the percentage of calls requiring further engagement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate \u2013 the percentage of calls that result in bringing leads into the sales funnel<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Response rate \u2013 the percentage of prospects who answer or return sales calls<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average calls per deal \u2013 the number of calls typically needed to close a sale.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Standardize call logging \u2013 make sure all of your sales reps fill out a call record file. This will help keep data consistent (and as a result maintain accurate reporting)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track call outcomes \u2013 categorize results (for example, with tags like interested, follow-up required, not interested) to identify trends<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analyze call performance over time \u2013 compare past and present call data to track improvements and refine strategies<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment reports by sales rep, region, or lead type \u2013 This applies particularly to bigger teams, distributed across numerous markets. Segmenting reports this way will let you gain deeper insights based on specific categories and criteria.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a sales calls report in Excel<\/span><\/h3>\n<p><b>Step 1: Enter data in a table format<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Date \u2013 the date of the sales call.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales rep \u2013 the person responsible for the call.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prospect name \u2013 the name of the potential customer.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company name \u2013 the organization the prospect belongs to.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call duration (minutes) \u2013 the length of the call.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call outcome \u2013 the result of the call (e.g., interested, follow-up required, not interested).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Next steps \u2013 any actions required after the call (e.g., send proposal, schedule demo, or no further action).<\/span><\/li>\n<\/ul>\n<p><b>Step 2: Add formulas for key metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Once your table is set up, use formulas to calculate essential sales call metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total calls made \u2013 the total number of calls recorded.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=COUNT(A2:A100)<\/span><span style=\"font-weight: 400;\"> (assuming dates are in column A).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average call duration \u2013 the average length of all calls.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">=AVERAGE(E2:E100)<\/span><span style=\"font-weight: 400;\"> (assuming durations are in column E).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Conversion rate (%) \u2013 the percentage of calls resulting in a successful outcome.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">(Number of Successful Calls \/ Total Calls) * 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Example: If 20 out of 100 calls led to a sale or demo, the conversion rate is <\/span><span style=\"font-weight: 400;\">(20 \/ 100) * 100<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Follow-up rate (%) \u2013 the percentage of calls requiring further action.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">(Number of Follow-up Calls \/ Total Calls) * 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Example: If 30 out of 100 calls require follow-ups, the follow-up rate is <\/span><span style=\"font-weight: 400;\">(30 \/ 100) * 100<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Using these formulas, Excel will automatically update the metrics whenever new data is added.<\/span><\/p>\n<p><b>Step 3: Create a sales calls performance chart in Excel<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select data for the chart<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Highlight the &#8220;Call Outcome&#8221; and &#8220;Number of Calls per Outcome&#8221; columns.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Insert a chart<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Go to Insert \u2192 Click on Column or Pie Chart \u2192 Select a suitable chart to visualize call outcomes.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customize the chart<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the chart and use Chart Design tools:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Add data labels to show numbers.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Change colors for better visualization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Adjust axis labels for readability.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><b>Step 4: Add summary metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">To gain deeper insights into sales call performance, create summary calculations for key metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total calls made \u2013 the sum of all recorded calls.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Successful calls (%) \u2013 the percentage of calls leading to a positive outcome.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average call duration \u2013 the typical time spent on each call.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Follow-up rate (%) \u2013 the percentage of calls requiring further action.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal closing rate (%) \u2013 the percentage of calls that convert into closed deals.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Use formulas like <\/span><span style=\"font-weight: 400;\">SUM()<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">AVERAGE()<\/span><span style=\"font-weight: 400;\">, and basic multiplication to calculate these metrics automatically.<\/span><\/p>\n<p><b>Step 5: Automate with conditional formatting<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight short calls (&lt;2 min) in red to identify ineffective calls.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use green formatting for calls with successful outcomes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply Data Bars to visualize call durations and outcomes at a glance.<\/span><\/li>\n<\/ul>\n<h2 id=\"id7\"><span class=\"ez-toc-section\" id=\"7_Sales_funnel_report\"><\/span><span style=\"font-weight: 400;\">7. Sales funnel report<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A sales funnel report shows how leads progress through each stage of the sales process, from initial contact to final conversion. It helps businesses understand where prospects drop off and which stages need improvement to boost sales performance.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Why use it?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Tracking your sales funnel with this report lets you see the number of deals progressing through each stage. As you analyze how your leads proceed and where they drop-off, you can spot patterns in customer behavior and understand your team\u2019s potential inefficiencies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use findings from this type of report for a variety of improvements. For example, to refine your outreach approach, the frequency of your follow-ups, and allocate your best-performing sales reps to your highest-value deals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoe Rice, Marketing Manager at <\/span><a href=\"https:\/\/3menmovers.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">3 Men Movers<\/span><\/a><span style=\"font-weight: 400;\">, told me that she uses sales funnel reports to see how inquiries get converted to bookings and how the brand can improve their overall business performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">She shared a story of an incident where, while analyzing the sales funnel report for her company, she discovered many potential clients dropping off during the initial inquiry stage. \u201cIt indicated that our initial communication wasn\u2019t engaging enough to convert inquiries into bookings\u201d, Rice said. \u201cI suggested several changes, and as a result, our bookings improved significantly\u201d. Among others, she suggested revamping the inquiry response template to make it more personalized and informative. Rice also restructured the follow-up process and added more customer testimonials on the brand\u2019s website (and more marketing materials) to build trust and credibility.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113101\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report.webp\" alt=\"sales funnel report; example of a sales funnel report in Livespace\" width=\"1800\" height=\"900\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report.webp 1800w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-300x150.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-1030x515.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-768x384.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-1536x768.webp 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-1500x750.webp 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/sales-funnel-report-705x353.webp 705w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Key metrics to track<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total leads entering the funnel \u2013 the number of prospects at the top of the funnel<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead conversion rates \u2013 the percentage of leads that move from one stage to the next<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales cycle length \u2013 the average time it takes for a lead to become a paying customer<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Win rate \u2013 the percentage of deals closed successfully<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer acquisition cost (CAC) \u2013 the cost of acquiring a new customer<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Revenue per lead \u2013 the average revenue generated per lead<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Drop-off rates \u2013 the percentage of leads that exit the funnel at each stage.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Best practices<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Define clear stages \u2013 ensure the funnel is structured with well-defined stages (e.g., Lead \u2192 Qualified Lead \u2192 Proposal \u2192 Closed Deal)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Regularly update data \u2013 keep reports accurate with real-time updates to reflect the latest sales activities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment reports by criteria \u2013 break down data by product, industry, sales rep, or marketing channel for deeper insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use visualization tools \u2013 use charts, graphs, and dashboards to quickly interpret trends<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Compare performance over time \u2013 analyze historical data to identify improvement areas.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to create a sales funnel report in Excel<\/span><\/h3>\n<p><b>Step 1: Enter data in a table format<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open Excel and create a table with the following columns:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Funnel stage<\/b><span style=\"font-weight: 400;\"> \u2013 represents different phases of the sales process (e.g., Website Visitors, Free Trial Sign-ups, Product Demos Scheduled, Proposals Sent, Closed-Won Deals).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Leads count<\/b><span style=\"font-weight: 400;\"> \u2013 the number of prospects at each stage.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion rate (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of leads that move from one stage to the next.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Drop-off rate (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of leads that exit the funnel at each stage.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Avg. time in stage (days)<\/b><span style=\"font-weight: 400;\"> \u2013 the average time a lead spends in each stage.<\/span><\/li>\n<\/ul>\n<p><b>Step 2: Add formulas for key metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Once your table is set up, use formulas to calculate essential sales metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Conversion rate (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of leads moving to the next stage.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">(Next Stage Leads \/ Previous Stage Leads) * 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Example: To calculate the conversion rate for &#8220;Free Trial Sign-ups,&#8221; divide the number of sign-ups by the number of website visitors.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Drop-off rate (%)<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of leads lost at each stage.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">100 &#8211; Conversion Rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Example: If the conversion rate from website visitors to free trials is 5%, the drop-off rate is 95%.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total funnel conversion rate<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of initial leads that become paying customers.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Formula: <\/span><span style=\"font-weight: 400;\">(Final Stage Leads \/ First Stage Leads) * 100<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Example: If 50,000 visitors generate 150 closed deals, the total funnel conversion rate is <\/span><span style=\"font-weight: 400;\">(150 \/ 50,000) * 100<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Using these formulas, Excel will automatically update metrics whenever new data is added.<\/span><\/p>\n<p><b>Step 3: Create a funnel chart in Excel<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Select data for the funnel chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Highlight the &#8220;Funnel Stage&#8221; and &#8220;Leads Count&#8221; columns.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Insert a funnel chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Go to <\/span><b>Insert<\/b><span style=\"font-weight: 400;\"> \u2192 Click on <\/span><b>Waterfall &amp; Stock Chart<\/b><span style=\"font-weight: 400;\"> \u2192 Select <\/span><b>Funnel Chart<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customize the chart<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the chart and use <\/span><b>Chart Design<\/b><span style=\"font-weight: 400;\"> tools:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Add <\/span><b>data labels<\/b><span style=\"font-weight: 400;\"> to show the lead counts.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Change the colors for better visualization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Adjust axis labels for readability.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><b>Step 4: Add summary metrics<\/b><\/p>\n<p><span style=\"font-weight: 400;\">To get a clear view of sales performance, create summary calculations for key metrics:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total funnel conversion rate<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of website visitors that turn into customers.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Win rate<\/b><span style=\"font-weight: 400;\"> \u2013 the percentage of proposals that convert into closed deals.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customer Acquisition Cost (CAC)<\/b><span style=\"font-weight: 400;\"> \u2013 the average cost of acquiring a new customer.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Average deal value<\/b><span style=\"font-weight: 400;\"> \u2013 the estimated revenue per closed deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total revenue generated<\/b><span style=\"font-weight: 400;\"> \u2013 the sum of all closed deals.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Use formulas like <\/span><span style=\"font-weight: 400;\">SUM()<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">AVERAGE()<\/span><span style=\"font-weight: 400;\">, and basic multiplication to calculate these metrics automatically.<\/span><\/p>\n<p><b>Step 5: Automate with conditional formatting<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highlight <\/span><b>low conversion rates<\/b><span style=\"font-weight: 400;\"> in red and <\/span><b>high conversion rates<\/b><span style=\"font-weight: 400;\"> in green.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use <\/span><b>Data Bars<\/b><span style=\"font-weight: 400;\"> for quick visual insights into drop-off points.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113080\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions.png\" alt=\"sales report template; a CRM like Livespace generates sales reports automatically\" width=\"1822\" height=\"1060\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions.png 1822w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-300x175.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-1030x599.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-768x447.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-1536x894.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-1500x873.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/03\/Funnel-Conversions-705x410.png 705w\" sizes=\"(max-width: 1822px) 100vw, 1822px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Instead_of_manually_creating_reports_use_a_CRM\"><\/span><span style=\"font-weight: 400;\">Instead of manually creating reports, use a CRM\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you&#8217;re still relying on Excel to manage your sales data, instead of a CRM, you\u2019re wasting a LOT of precious time and missing out on real-time insights.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Excel, you can&#8217;t access the freshest data automatically, because, ultimately, it\u2019s just a spreadsheet, and not a centralized platform like a CRM. If you update your data manually, then you\u2019re also at risk of discrepancies between internal notes and spreadsheets. This can lead to incomplete or inaccurate sales data. Worse yet, critical information could be lost or deleted, especially for deals that didn\u2019t go well. This will make analyzing your team\u2019s performance accurately impossible.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM like Livespace solves all these problems (and more). It gives you clear visibility into your sales performance, helping you track efficiency metrics in real-time. No more guessing or manually updating sheets. All your sales data is consolidated in one centralized hub, offering you a single source of truth. Plus, AI-powered predictions that analyze historical data and current trends give you the confidence to accurately forecast future sales, helping you set realistic targets and adjust your strategies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Livespace integrates with other tools (via Zapier or Make), which means your data synchronizes automatically across your platform. This translates into speed and actionability, as you can align your sales strategies quicker based on your findings from real-time data.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In short, Livespace takes the guesswork out of sales. It offers everything you need \u2013 from pipeline management to detailed sales forecasts \u2013 giving you full control and visibility over your team&#8217;s performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want to see how easy it is to track your sales with Livespace? <\/span><a href=\"https:\/\/www.livespace.io\/en\/get-your-livespace-demo\/\"><span style=\"font-weight: 400;\">Schedule a free demo<\/span><\/a><span style=\"font-weight: 400;\"> and see how easy it is to track and analyze your sales data with our real-time reporting capabilities.<\/span><\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>Trying to improve something without data is like walking in a forest without a compass. You can easily get lost, and it\u2019s hard to [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":113084,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"B","footnotes":""},"categories":[291],"class_list":["post-113079","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":1,"sum_votes":5},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>7 most widely used sales reports (with free downloadable templates) | Livespace CRM<\/title>\n<meta name=\"description\" content=\"Get access to 7 downloadable sales report templates and 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