Sales analysis template is a prebuilt document which contains lineation for obtaining accurate information regarding the sales status of a company so as to improve its profit margins. Such kind of a layout has to be constructed effectively so as to enhance the sales process of a business.

Sample Sales Analysis Template

Name of the business ____________ [specify the name of the business organization whose sales analysis is being performed]

Sales analysis created by _____________ [mention the name of the individual/authority by whom the sales analysis is being created for reference]

Date of conducting the sales analysis _________ [dd/mm/yy]

Sales Analysis for the year ______- _____ [specify the sales analysis for which financial year it is being presented.]

Factors that are being analyzed: [mention about the factors in details which are being analyzed to determine the performance of the ongoing sales process.]

  • __________ [Name of factor 1] ___________________________ [details about factor1]
  • __________ [Name of factor 2] ___________________________ [details about factor 2]
  • __________ [Name of factor 3] ___________________________ [details about factor 3]

Sales Process in Details: [specify all the ongoing details of the sales process]


  • ____________ [description of product or service 1]

_________________________ [actual amount of the product or service1]

________________________ [budget considered for the product or service 1]

______________________ [variance in the amount during sales of product or service 1]

  • ____________ [description of product or service 2]

_________________________ [actual amount of the product or service 2]

________________________ [budget considered for the product or service 2]

______________________ [variance in the amount during sales of product or service 2]

Conclusion: [state the conclusion of the sales analysis based on the findings]


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