what should a monthly sales/revenue report look like

Robert Anderson · Guest

We want to generate a montly report from our billing system that will tell
us how many sales -- from all sources -- broken down by product and revenue
amount.

The purpose of this report is to know how we, as a company, did during a
particular month and also be able to easily compare months, etc.

I guess you could call this a combination marketing, sales, and revenue
report?

Any suggestions on what exactly what information should be in the report?
How it should be formatted?

Any websites where I could download a template for this or could someone
post a template here?

Thanks!

--
Robert Anderson

Mike Turco · Guest

"Robert Anderson" <nonspam@nospams.com> wrote:
Quote:
We want to generate a montly report from our billing system that will tell
us how many sales -- from all sources -- broken down by product and
revenue
amount.

The purpose of this report is to know how we, as a company, did during a
particular month and also be able to easily compare months, etc.

I guess you could call this a combination marketing, sales, and revenue
report?

Any suggestions on what exactly what information should be in the report?
How it should be formatted?

Any websites where I could download a template for this or could someone
post a template here?

I think the first step is deciding exactly which fields need to be on the
report. Once you have all the field names it should be easy enough to layout
a sample report using Excel (even if you use fake numbers). From there, its
just a matter of having a programmer link to the data in your database and
generate the physical report.

You can get sample templates from microsoft: http://tinyurl.com/4oraj

Your accountant may have some built in reports that can be pulled from
whatever software program it is that she uses to keep your books.

Mike