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Sales Report Template for Business Analytics

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated June 18, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Microsoft Excel
Created January 11, 2026
Last Updated June 18, 2026
Community Added to collections by 5 Users
Usage Stats 14 downloads this month

About this template

This fully automated Sales Report Template for Business Analytics is an indispensable tool for generating reports for any time period. With a user-friendly setup, built-in functions, drop-down lists, and an automated report tab, it’s the most efficient and easy-to-use option for your financial reporting. By the way, you can find even more Excel and Google Sheets report templates on our website.

Automated Sales Log & Analytics Dashboard

It’s hard to overstate how much time you can save on report creation with this spreadsheet. Unlike traditional forms, this sales report template offers a complete system that generates reports for you.

To get started with the template, you only need to:

  • Configure the categories for your drop-down lists on the Setup Sheet, including statuses, sales channels, payment methods, and sales managers.
  • Fill out the sales log with the dates and details of each transaction, such as the buyer's name, product, quantity, unit cost, and other relevant data.
  • Get a full sales overview for the selected period in the report sheet, showing total revenue, profit, AOV, growth rates, and customer acquisition metrics.

In addition to financial data and customer statistics, you also receive insights into your top five products across various categories, including sales revenue and contribution margins. Order status data (cancelled, delivered, paid, etc.) is also automatically pulled from the main table.

Start using this fully automated tool today or choose a ready-to-print report template for Word on our website.

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Choose your platform and start editing right away
PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

.xlsx
PAPER SIZE
A4
Google Sheets – A4
No account required • Attribution required

WHAT’S INCLUDED

Pre-built automated analytics dashboard
Sales log with transaction details
Top products revenue visualization
Comprehensive customer metrics overview

Report Tips

1
Update sales data regularly for accurate insights.
2
Customize categories in the Setup Sheet before starting.
3
Use charts to visualize sales trends effectively.
4
Review customer metrics to improve retention strategies.

FAQ

Is this template compatible with Excel? Yes, it works with both Excel and Google Sheets.
How user-friendly is this template? Very user-friendly, with automated functions and drop-down lists.
Can I customize this template? Yes, you can configure categories and other settings easily.
Is the template free to download? Yes, it's available for free download on our website.
Does it include product margin analysis? Yes, it provides insights into product margin contributions.
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How to Use and Edit This Template

Get Your Document
1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
4

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