How to create an annual sales report?

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These points will not only give you a foundation to build on, but they will also create a more united sales team.

If this environment isn't created, very few people will want to share more information about the mistakes they made during the year. This way, you won't be able to understand the underlying reasons that led your team to act in a certain way.

2. Find out what worked

Discuss with all areas of your sales department what activities they believe were successful in the company. This will help you understand your team's perspectives and create future action plans that align with this perspective.

Encourage your team to share their success stories. What did they accomplish? How did they overcome their challenges? What actions did they take to achieve their goals? These are just a few questions you can use to start the conversation.

Sales teams often get the impression that everything is fine simply because they reached their quotas.

To generate a good sales review, you need to dig deeper into these achievements. Don't settle for vague answers. Always dig deeper to get precise answers.

For example:


“I used this new way to qualify my prospects.”
“I standardized the time periods and types of activit between overseas chinese database each follow-up.”
“I convinced most of my prospects and they made multiple purchases.”
Here are some examples you might want your sales team to mention during the activity review.

They don't just have to be positive results from the sales process activities. They can also be positive results on a personal level, such as:

Does your sales team work better individually or as a team?
Is there communication between salespeople and the manager?
What did your team think of the training they received throughout the year?

Once you can visualize which processes or activities worked, you can replicate them to achieve positive results next year.

3. Discuss failures

Don't try to sugarcoat this step. You're not helping anyone by papering over missteps.