Free Sales Report Template

Fill in your sales, see totals and margins instantly, then download as CSV or print to PDF

Start from a template:

Report Details

Sales Lines

Name
Units
Revenue
Cost

Cost is your cost of goods sold for those units. Leave it blank if you only want revenue totals.

Notes & Commentary

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What Is a Sales Report?

A sales report is a structured summary of what your business sold over a defined period, and what that selling actually earned you. At minimum it records units sold and revenue. A useful one goes further: it breaks the numbers down by product, channel, or rep, subtracts cost of goods sold to show gross profit, and compares the period against a target or the period before it.

The distinction matters because a revenue-only report tells you almost nothing. A month where revenue rose 12% while gross margin fell from 38% to 29% is a worse month than it looks, and you cannot see that without cost in the same table. The template above calculates margin on every line so the comparison is unavoidable.

If you want the theory behind the format rather than a blank template to fill in, our complete guide to sales reports covers report types, worked examples, and how to write the commentary that goes with them.

What to Include in a Sales Report

Every sales report, whatever the period, should answer five questions. These are the fields the template above generates:

ElementWhat It AnswersWhy It Matters
Reporting periodWhat window does this cover?Without explicit start and end dates, two reports cannot be compared. This is the single most common omission.
Units soldHow much moved?Separates genuine demand growth from price increases. Revenue can rise while volume falls.
RevenueWhat came in?The headline number, and the one that is most often reported alone.
Cost of goods soldWhat did those sales cost?Turns revenue into gross profit. Use our COGS calculator if you need to work this out per unit first.
Gross profit and marginWhat did you actually keep?The number that decides whether growth is worth having. See net sales margin for how this flows down to the bottom line.
ComparisonBetter or worse than what?A target, the previous period, or the same period last year. A number with nothing to compare it to is not a finding.
CommentaryWhy did it happen?Two or three sentences naming the campaign, stockout, or price change behind the movement. This is what makes the report actionable.

Daily, Weekly, and Monthly Sales Reports

The same template serves all three, but the granularity and the purpose change. Pick the preset that matches the decision you are trying to make:

ReportBreak Rows Down ByDecision It SupportsComparison to Use
Daily sales reportChannel or storeSpotting a broken listing, a stockout, or a campaign spike while you can still act on itSame weekday last week
Weekly sales reportProduct or categoryReordering, promotion planning, catching a slow bleed on a hero SKUPrevious week
Monthly sales reportChannel and productMargin review, budget tracking, deciding what to delistTarget and previous month
Quarterly or annualCategory or regionRange planning, supplier negotiation, headcountSame period last year

A practical note on daily reports: resist breaking a daily report down by individual product. At one day of volume most SKU rows carry too few units to mean anything, and the noise buries the signal. Channel-level rows are the right resolution for a daily view.

How to Use This Sales Report Template

  1. Pick a preset. Daily, weekly, monthly, by channel, or by rep. Each one loads a worked example with realistic figures so you can see the finished shape before you replace anything.
  2. Set the period and currency. Both appear in the report header and in the CSV export, so the file is self-describing when you open it three months later.
  3. Replace the sample rows. Enter a name, units, revenue, and cost for each product, channel, or rep. Add as many lines as you need. Margin and share of revenue are calculated on every line as you type.
  4. Add a target and the previous period's revenue. Both are optional, but they are what turn a table of numbers into a report. The summary will show attainment against target and period-on-period growth.
  5. Write the commentary. Two or three sentences on what drove the movement. This is the part people actually read.
  6. Export. Download the CSV to open in Excel or Google Sheets, or print to PDF for circulation. Nothing is uploaded anywhere. The report is built in your browser.

Sales Report Metrics Worth Calculating

The template calculates most of these for you, but it is worth knowing what sits behind each one:

  • Gross profit = Revenue − Cost of goods sold. The money left before overheads, ads, and platform fees.
  • Gross margin = Gross profit ÷ Revenue × 100. Compare this across products, not revenue. Your biggest seller is frequently not your best product. Our markup calculator converts between margin and markup if your suppliers quote one and your accountant wants the other.
  • Average order value = Revenue ÷ Number of orders. Not calculated here, because the template counts units rather than orders, but worth tracking alongside it. Rising AOV with flat orders usually means your bundling is working.
  • Share of revenue = Line revenue ÷ Total revenue × 100. Shows concentration risk. If one channel is 70% of revenue, that channel's algorithm change is your business risk.
  • Target attainment = Revenue ÷ Target × 100. Report it against elapsed time, not just at period end, so a shortfall surfaces while there is still time to fix it.
  • Period-on-period growth = (Revenue − Prior revenue) ÷ Prior revenue × 100. Always state which prior period you used.

Common Sales Reporting Mistakes

  1. Reporting revenue without cost. The most common failure by a distance. Revenue growth on falling margin is a problem being reported as a success.
  2. Comparing periods of different lengths. A 31-day month against a 28-day month is a 10.7% difference before anything real happens. Use daily averages when the windows differ.
  3. Reconciling channels by hand. If you sell on Shopee, Lazada, TikTok Shop, and your own store, downloading four reports and pasting them into one sheet each month is where the errors enter. It also means your report is always a week stale.
  4. Counting gross sales as revenue. Marketplace commission, payment fees, and shipping subsidies come off the top. Report net of platform fees or your margins are fiction.
  5. Ignoring returns. A category with strong sales and a 20% return rate is not performing the way the sales line suggests. Track returns alongside, and use an RMA form so they are recorded consistently enough to count.
  6. No commentary. A table with no explanation gets forwarded, not read. The three sentences at the bottom are what make it a report rather than an export.
  7. Stopping at the report. Every sales report should end in a decision: reorder, delist, reprice, or push. If nothing changes because of it, the reporting is a ritual.

From Manual Template to Automated Reporting

A template is the right tool when you are reporting monthly, selling on one or two channels, or building the habit. It stops being the right tool at roughly the point where compiling the report takes longer than reading it.

The usual trigger is channel count. One store is a five-minute export. Four marketplaces plus a website means four different report formats, four fee structures, and four definitions of what counts as a completed order, all of which have to be normalised before the numbers can be added together. That is a half-day a month that produces a report which is already out of date.

OneCart consolidates orders, inventory, and sales data from Shopee, Lazada, TikTok Shop, Amazon, Shopify, WooCommerce, and other channels into one dashboard, with fees and returns already accounted for. If you also need stock levels to reconcile against those sales, omnichannel inventory management covers how the two connect. In the meantime, this template will do the job perfectly well.

Related Templates

The sales report is one document in a wider set. These pair with it:

Frequently Asked Questions

Is this sales report template free?

Yes, completely. There is no signup, no account, and no email required. Fill in the form, download the CSV or print to PDF, and you are done. The report is generated entirely in your browser, so your sales figures are never sent to us or stored anywhere.

Can I use this sales report template in Excel or Google Sheets?

Yes. The Download CSV button exports every line along with the calculated gross profit, margin, and share of revenue, plus a summary block with your totals, target attainment, and period-on-period growth. CSV opens natively in Excel, Google Sheets, Numbers, and LibreOffice, so you can reformat it, chart it, or paste it into an existing workbook.

How do I write a daily sales report?

Keep it to one screen. Pick the Daily Sales Report preset, break the rows down by sales channel rather than by product, and compare against the same weekday last week rather than yesterday, since weekday and weekend patterns differ sharply in ecommerce. Add one line of commentary naming anything unusual: a campaign, a stockout, a listing that went down. A daily report is an alerting tool, not an analysis tool, so anything that takes more than ten minutes to produce will not survive contact with a busy week.

What is the difference between a sales report and a sales forecast?

A sales report records what already happened over a closed period. A sales forecast projects what will happen in a future one, usually built from historical sales, pipeline, seasonality, and planned promotions. They are complementary: the accuracy of your forecast is only as good as the historical reporting it is built on, which is why consistent report formats matter more than sophisticated ones.

Should I report gross sales or net sales?

Report net, and say so on the report. Gross sales flatter the numbers by ignoring returns, discounts, and marketplace commission, which on Shopee runs to about 15% to 25% of your selling price once transaction and service fees are included, and varies widely by platform and category on Lazada and TikTok Shop. If you report gross to yourself, you will make reorder and pricing decisions on money you never received. The template's cost column is the right place to capture per-unit costs; deduct platform fees from the revenue figure before entering it, or add a fee line of its own.

How often should I run a sales report?

Monthly is the minimum for margin and budget review. Weekly is right for most ecommerce sellers, because it is frequent enough to catch a slow decline on a hero SKU while it is still fixable. Daily is worth it only if you have someone who will act on it the same day. The cost of over-reporting is not the time spent producing reports, it is that nobody reads any of them.

Stop Rebuilding This Report Every Month

Selling on Shopee, Lazada, TikTok Shop, Amazon, and your own store? OneCart pulls orders, fees, and inventory from every channel into one place, so your sales numbers are consolidated and current without a single manual export.

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