Create your monthly sales report quickly and easily

Get your monthly sales report

Get 10 free automated reports for 15 days

monthly sales report background

Start with our monthly sales report template

The easiest and fastest way to create your monthly sales report? An automated sales report template that's already filled with all the most important KPIs and relevant data for your sales reps, automatically updated for you. Simply plug your data sources (from Google Analytics, social medias, and more) and let the report give you your data in a visually pleasing way (graphspie charts, etc.). It's the easiest way to track all your sales efforts, without any struggles.

See this sales report template in action here!

Monthly sales report integrations All your data sources

Google Analytics, Google My Business, Google Search Console, Facebook, LinkedIn, Twitter... With DashThis, you can gather all your online marketing platforms' key metrics in the same report!

Try it for free

monthly sales report automated Completely automated

We do the heavy-lifting! No more fetching and copy-pasting in excel spreadsheets or Google sheets, the entire process is automated!

Try it for free

monthly sales report sharing Multiple sharing options

Share your reports with your clients in seconds with automatic email dispatches, easy-to-share URLs, and printable PDFs. The choice is yours!

Try it for free

Get 10 free reports for 15 days

TRY DASHTHIS TODAY

What are monthly sales reports?

Monthly sales reports are reports showcasing the KPIs of your sales processsales team performance and lead generation. With DashThis, automation is used to automatically gather all your sales metrics into one easy-to-use data visualization report. As the name suggest, monthly sales reports are made and shared on a monthly basis. You can create different types of sales reports, like sales analysis reports, ecommerce reports, and track different types of sales effortspotential customerssales forecasteffective sales strategies, marketing campaigns and more.

what are monthly sales reports

Why use a monthly sales report?

You want to be able to track your sales performance, your qualified leads and to compare it to the industry benchmark so that you can and improve your number of sales or deals closed. And that's what you get with an automated monthly sales report. Contrary to daily sales reports, or weekly sales report, where the time period is shorter, the monthly sales report gives you a long enough time period to be able to have relevant sales data and act on your sales pipeline or sales cycle, therefore ensuring the best possible performance in real-time. With shorter periods, you might not have enough actionable metrics to be able to make decisions that will impact your sales operations or marketing campaigns.

Why use a monthly sales report

What are the benefits of using a monthly sales report?

With a good monthly sales report, you can track the number of deals, total sales, as well as how those sales happened (Social media campaigns, SEO, brand awareness, etc.) which means you can put more efforts on the right marketing campaigns, and less on what doesn't bring any sales. On top of that, you don't have to spend hours on excel spreadsheets, creating infographics graphs and charts, or anything else, we do it all for you!

What are the benefits of using a monthly sales report?

Create your own monthly sales report today!

Start your free trial

How to create a monthly sales report

Link your integrations, choose your sales report template and start tracking!

Create your sales report

Create your DashThis account Create your DashThis account

You only need an email address and a password.

Connect your digital marketing tools Connect your digital marketing tools

From Google Analytics to ecommerce, just connect your digital marketing tools and we'll fetch the data automatically (no more manual entry into Excel!).

Create your sales performance dashboard Create your sales report

Start with a template or create a dashboard from the ground up - either way just drag and drop the KPIs you want.

Create your monthly sales report today!

Start your free trial

The data you need in a single monthly sales report

With over 30 integrations available, DashThis allows you to add data from the most commonly used digital platforms. However, we know you might want to add other sales activity data (Like CRMsales funnel, or your sales targets), so that’s why we made it possible for you to import your own data with CSV files and see it displayed in your monthly sales report along with your other sources’ data.

What are the best monthly sales report KPIs?

The trick when selecting which sales KPIs to track is to choose ones that give your clients the big picture without burying them in detailed analytics about sales productivity.

Sales report KPIs
  • Website new users

    Website new users

    This KPI tells you the number of users who accessed your website for the first time in a given time period.

  • conversion rate into leads

    Conversion rate into leads

    Conversion rate into leads measures how effective your sales team is at converting leads into new customers.

  • Number of new customers

    Number of new customers

    This KPI tells you how many new customers your website has in a given period of time.

  • Win rate

    Win rate

    Win rate measures the percentage of total sales opportunities that turned into a sale.

We deliver over 20k+ performance reports every month.

Whether you are a marketer, sales manager, a sales representative or working for a small business we created a simple & clear reporting tool that you’ll be able to use without bothering your IT specialist. If you do ever have any questions, you’ll get to experience our personalized and awesomely caring customer service. Here at DashThis, we like to say that people come for the tool and stay for the people. But don’t just take our word for it, find out for yourself here.

Dealer Solutions trusts DashThis for their customizable SEO dashboardsDagmar uses DashThis for their SEO reporting DashboardsDDB relies on DashThis for their digital marketing dashboardDentsu Aegis uses DashThis for their marketing reporting dashboardiProspect uses DashThis for their PPC dashboardJelly Marketing uses DashThis for their SEO reporting dashboardsKTM trusts DashThis for their digital marketing reportsUniversity of Oxford uses DashThis for their PPC dashboardTravelTripper trusts DashThis for their client reporting dashboardwPromote trusts DashThis for their digital marketing reports

Create a white-label monthly sales report

  • white label monthly sales report
  • white label daily sales report template
  • white label monthly marketing report
  • white label monthly sales report example

custom monthly sales report url Custom URL

Replace the standard DashThis report URL with one branded to your company. (reports.yourcompany.com maybe?)

custom monthly sales report design Custom design

Show your colours in a white label monthly sales report according to your brand’s fonts, logo, and overall vibe.

white label monthly sales report themes Colour themes

Change the colour of your monthly sales report yourself by choosing one of our 8+ preset colour themes.

Check out our ecommerce sales report template

Setting up an ecommerce strategy takes time and energy, so it goes without saying you need to report your results in order to see how that strategy is working for you. However, figuring out which of all the business sales KPIs to keep track of can seem like a tedious task of its own. This is why we’ve created an ecommerce sales report template with all the basic KPIs you need to save you tons of time. You’re welcome!

see our ecommerce report template
monthly sales report examples

Our blog is full of sales report related content!

Want to get the most out of our reporting tool? Our team members are always publishing new stuff about marketing performance reporting to help you make better business decisions. That’s what our blog is for! And if you want to get content right in your inbox, sign up for our newsletter!

Visit our blog
sales report blog

Still need a hand?

That's what we're here for!

Drop us a line
monthly sales report service

Join the Club… We Saved You a Seat!

DashThis is the power behind thousands of monthly online marketing reports. Still wondering if we’re really THAT cool? These folks seem to think so!

  • Easy, convenient, and fast to set up.
    Laurent Roumieu - PPC Analyst / Paid Search / Performance Media Laurent Roumieu PPC Analyst / Paid Search / Performance Media 360i Canada
  • The biggest benefit is the time saved in terms of data collection. It's also great that the design is very pretty out of the box.
    Jonas Meister - Digital Marketing Strategist Jonas Meister Digital Marketing Strategist GnuWorld
  • We've played around with countless reporting tools over the years but none of them come anywhere close to Dashthis. The level of integration and customization of reports, as well as their outstanding client support are unrivalled!
    Reef Digital Agency Director Hadrien Brassens Director Reef Digital Agency
  • DashThis allows me to quickly and easily get my clients key multi-channel performance metrics in one easy to digest report!
    Dave Ashworth - Technical SEO Consultant Dave Ashworth Technical SEO Consultant Organic Digital
  • Game changer for client communications and expectations. Also help in the sales process!
    Darian Kovacs - Digital Marketing & PR Specialist Darian Kovacs Digital Marketing & PR Specialist Jelly Digital Marketing & PR
  • We have so much less manual work to do; we save many hours a month that can instead be used for our customers!
    Mariève Masse - SEO Specialist & Project Manager Mariève Masse SEO Specialist & Project Manager O2 Web
  • Saves a lot of time as I can pull data from various channels all within one platform!
    Natalie Martin - Digital Marketing Manager Natalie Martin Digital Marketing Manager Travel Tripper
  • Customer service has been great, quick responses. The dashboard is awesome, looks good, and has everything we need to client reporting. Kudos!
    Nekta Born - Digital Media Trader Nekta Born Digital Media Trader iProspect
  • I like your system, but love the support. It feels that your team is very willing to work with us to accomplish what we need.
    Mark Strong - Vice President of Digital Marketing Mark Strong Vice President of Digital Marketing Clear Marketing Creative Agency
  • Simple, easy, flexible, and versatile tool with a great UI.
    Juho Santala - Digital Planner Juho Santala Digital Planner Redland
  • Phenomenal customer service.
    Niek Van Santen - Managing Director Niek Van Santen Managing Director Bouncing Orange
  • This tool has helped us close new accounts and improve customer satisfaction.
    Jeff Schroeffel - President / Lead Consultant Jeff Schroeffel President / Lead Consultant Pittsburgh Internet Consulting
  • DashThis provides us with the metrics we need as well as an easy way to automate our client reporting. Also, their customer support is great.
    Tarek Reda - Head of Digital Marketing Tarek Reda Head of Digital Marketing bfound
  • We use so many different reporting platforms - this consolidates what we give our clients.
    Leigh Ann Moltz - Digital Marketing Manager Leigh Ann Moltz Digital Marketing Manager Eighty Three Creative
  • DashThis is a phenomenal tool for communicating with clients and staff. With 10 minutes of set up, I can create a custom report for a client that speaks to their digital marketing goals.
    Michelle Henderson - Founder Bad Cat Digital Agency Michelle Henderson Founder Bad Cat Digital
  • We used to spend 30-40 hrs on monthly reporting. We’re now down to 10-20 hours max while providing even more detailed information.
    Brad Blackburn - Director of Search Engine Marketing at GravityFree Brad Blackburn Director of Search Engine Marketing GravityFree
Monthly Sales Report

Get Started Today!

Try DashThis

Made in Canada

DashThis is a brand owned by Moment Zero inc

Copyright © 2011-2021