Download Consolidated Annual Sales Report Free Excel Template

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Download free excel template for consolidated annual sales report. This template is useful for small and medium companies having branches all across various geography and wants to create a consolidated sales report. Sales report of various locations can be compiled at one excel file, or, can be uploaded in google drive to work collaboratively in single file.

Managing the data of a sales team sitting in various branches and locations is very crucial in marketing. It helps in paying incentives to the sales executives and provides a detailed overview of their performance.

Using this consolidated annual sales report excel format

Once you download this free excel template, you will see that this template consists of 14 sheets:

  1. Master Sheet. – 1 sheet
  2. Sales Report (April to March). – 12 sheets
  3. Consolidated Annual Report. – 1 sheet.

Each sheet has its own purpose and objective.

Master sheet helps in capturing the major data set which changes very rarely like Product List, Region List, City List, and Sales Executive List. You will have to fill in the required information in the master sheet before beginning to fill any other information in the excel template.

Monthly sales report (12 Sheets) help in fetching the company name from the previous sheet. As soon as you enter the first date, it will automatically fetch the month and year using the TEXT Function. This sheet will help in formulating the master consolidated sheet. Filling up this form will need some review controls too for your company.

Simple Filter and Sorting options in Microsoft excel can help you get Daily sales report as well.

Now, lets discuss on the annual sales report (consolidated), this sheet will fetch all the required information from the 12 sheets which are filled on the monthly basis. There is no extra manpower or effort required in this sheet, unless you have done some modification which requires some extra work. Furthermore, the sheet comes with a line graph which is generated automatically. Graphs also include a visualization around sales representative performance during various months/ period.

Download and use Consolidated annual sales excel template

Now, let us understand how to download and use this free excel template.

To use this free CONSOLIDATED ANNUAL SALES EXCEL template, you should have Microsoft Office/ Microsoft Excel installed in your system.

After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click the button below to Download Consolidated Annual Sales Report Excel Template

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