Monthly Territory Sales Report

Territory #(Required)

States Covered(Required)

For Month Ending(Required)

Current Month's Forecast(Required)

OVERVIEW

Final Sales Figure(Required)

% of Goal Attained(Required)

Quote Total (Dollar Volume)(Required)

% of Forecast Quoted(Required)

Current Backorder(Required)

Number (Qty) of Orders Generated(Required)

Total Face to Face Calls Made(Required)

Cold Calls as % of Total Calls(Required)

Please explain:

SYNOPSIS(Required)

Provide a brief overview of territory activity for the month.

CONTRACT SALES & SATURATION

X-DRAPE BUSINESS

% of X-Drape Sales that are new this month(Required)

What competitive accounts exist in your territory and what is your plan to convert those accounts to X-Drape?(Required)

OVERHEAD SUSPENSION SYSTEMS

Total OS Sales(Required)

Total OS Quotes(Required)

Dollar Volume

Number of OS Quotes Currently Open(Required)

Includes open quotes dated within the last 3 months.

OS Client Checklists

Attach all completed Overhead Suspension Checklist forms completed for this month.

Max. file size: 50 MB.

OS Opportunities(Required)

Outline opportunities for new builds / installs as well as for replacement systems / equipment.

OS Call Plan(Required)

Describe your call plan with regard to Overhead Systems in your sales territory.

TERRITORY INSIGHTS

Competition(Required)

Provide competitive information gathered from the field. Information of note may include pricing, strategy, saturation, new product developments, strengths/weaknesses/opportunities/threats with regard to competitors in your territory.

Inside Sales Support(Required)

Provide feedback on your interactions with the Inside Sales team.

SUGGESTIONS

Provide feedback and observations for management review.

MONTH AHEAD(Required)

What's expected with regard to your territory in the month to come?

MONTHLY SALES REPORT

“The numbers don’t lie.” – Robert L. Marchione

Monthly Sales Report