Sales Rep Report Template (Excel)
template
Track field sales activities, orders, and performance with a ready-to-use Excel template designed for South African sales teams
- Daily and weekly sales activity tracking
- Customer visit log with outcomes
- Order and revenue tracking in ZAR
- KPI dashboard with automatic calculations
- Territory coverage tracking
- Commission calculation sheet
- Pipeline and follow-up tracker
- Printable report format for management review
- →Track daily customer visits and call outcomes
- →Submit weekly sales reports to management
- →Monitor individual rep performance against targets
- →Record orders and calculate revenue by territory
- →Plan and track follow-up activities
- ✓Start tracking in minutes — no software setup needed
- ✓Works offline in Excel or Google Sheets
- ✓Customisable to your specific sales process
- ✓Professional format impresses management
- ✓Free to download and use
- ✓ZAR-formatted for South African businesses
Download the Template
Download the free Excel template and save it to your device or cloud storage. Works with Excel 2016+, Google Sheets, or LibreOffice.
Example: Save to OneDrive for access from your phone in the field
Customise for Your Team
Add your company name, product list, territory names, and sales targets. The template includes placeholder data you can replace with your actual information.
Example: Add your product catalogue with ZAR pricing in the Products sheet
Log Daily Activities
Each day, record customer visits, calls made, orders captured, and follow-up tasks. The daily sheet calculates totals automatically.
Example: 8 visits, 3 orders worth R45,000, 2 follow-ups scheduled
Review Weekly Performance
The weekly summary sheet automatically aggregates your daily data into management-ready reports with KPI tracking against targets.
Example: Weekly summary: 38 visits (target: 40), R210,000 revenue (target: R200,000), 85% hit rate
Can I use this template on my phone?
Yes, if you save the template to OneDrive or Google Drive, you can open and edit it using the free Excel or Google Sheets mobile app. This lets you update your report in the field between customer visits.
Is the template really free?
Yes, the template is completely free to download and use. There are no hidden costs, subscriptions, or limitations. We offer it as a resource for sales teams who aren't yet ready for full sales software.
Can I customise the template for my industry?
Absolutely. The template is designed to be customised. You can add or remove columns, change product categories, adjust KPI metrics, and modify the layout to match your specific sales process and industry requirements.
What's the difference between using this template and sales rep software?
This template is great for getting started with structured sales reporting. However, as your team grows beyond 3-5 reps, you'll likely need dedicated sales software like SalesPro Hub for real-time GPS tracking, automated data sync, route optimisation, and manager dashboards that Excel can't provide.
Does the template include commission calculations?
Yes, there's a dedicated commission sheet that supports flat-rate and tiered commission structures. Enter your commission rates and the sheet automatically calculates earnings based on your recorded sales in ZAR.
Microsoft Excel
Google Sheets
LibreOffice Calc
OneDrive
Google Drive