Collect team reports without chasing people

Fill in your weekly B2B sales activity below. Your manager will review and sign off before it goes out.

Reported by:
{{employee-name-2125645}}

Review the weekly sales report below and sign off when you're satisfied. Add notes for anything that needs follow-up.

Report submitted by:
{{employee-name-2125645}}

Report Duration:
From
{{report-from-date-7643514}}
To
{{report-to-date-7643517}}

Number of outbound calls:
{{number-of-outbound-calls-7643521}}

Sales volume by channel:
{{sales-volume-by-channel-7643520}}

Revenue closed by rep:
{{revenue-closed-by-rep-7643519}}

Lead-to-opportunity ratio:
{{lead-to-opportunity-ratio-by-rep-7643511}}

Opportunity-to-win ratio:
{{opportunity-to-win-ratio-by-rep-7643518}}

Lead conversion ratio:
{{lead-conversion-ratio-7643515}}

Your weekly finance report gives you a quick “snapshot” of the key measurables in the business. Keep it simple and consistent so it's easy to compare week to week.

Review the weekly finance report below and sign off if everything checks out. Flag any issues in the comments before approving.

Report Submitted by:
{{employee-name-2125645}}

Report Duration
From
{{report-from-date-7643490}}
To
{{report-to-date-7643489}}

KPIs included in the report:
{{kpis-included-in-the-report-7643491}}

Link to weekly expense report:
{{upload-link-to-weekly-expense-7643488}}

Fill in your monthly B2B sales numbers below. Your manager will review this and sign off before it goes to the wider team.

Reported by:
{{employee-name-2125645}}

Review the monthly sales report below and sign off once you're satisfied. Add notes if anything needs to be addressed.

Report submitted by:
{{employee-name-2125645}}

Monthly revenue:
{{monthly-revenue-7643497}}

LInk to data visuals report:
{{upload-link-to-data-visuals-7643496}}

Your monthly finance report covers the bigger picture - income, expenses, cash flow, and anything that needs attention. It's the main financial document your leadership team will review each month.

Review the monthly finance report below and sign off once you're happy it's accurate. Flag any issues before you approve.

Report by:
{{employee-name-2125645}}

Report Duration
From:
{{report-from-date-7643481}}
To:
{{report-to-date-7643484}}

Link to Income Statement:
{{upload-link-to-income-statement-7643483}}

Link to Cash Flow Statement:
{{upload-link-to-cash-flow-7643485}}

Link to Balance Sheet:
{{upload-link-to-balance-sheet-7643480}}

KPIs reported:
{{checklist-of-kpis-reported-for-7643486}}

Issues Escalated:
{{any-issues-to-be-escalated-7643482}}

Pull the numbers from every system you track - CRM, analytics, finance, whatever's relevant. Start early so you've got time to chase down anything that's missing. Someone always forgets to update something.

Look for obvious problems - duplicate entries, outliers that don't make sense, missing values. Compare to last period to spot anything off. Bad data makes the whole report worthless, so don't skip this.

Pull together the charts and tables - but don't just dump numbers on the page. Explain what they mean. What changed? Why did it happen? What do you think the team should do about it? That context is what makes your report worth reading.

Walk your manager or team leads through the report before you send it out more widely. They might spot errors or want you to highlight different things. It's much easier to fix now than after you've already sent it.

Send the final report to everyone who needs it. Save a copy in your shared drive with a clear date in the filename - you'll want to find it again later, and so will your teammates.