Computers and Technology

An Ultimate Guide to Building Company Sales Report in Google Sheets

Sales reporting is an essential aspect of marketing and sales process. Without proper visibility of sales data, it’s almost impossible to understand the status of your marketing performance. In this hyper-tech world, tracking your sales and analyzing the data is important to drive better results with time. Google Sheets is a simple and cost-effective way to collect important data from various platforms and create interactive company sales report.

There are a variety of Google data tools that help organizations gauge the success of their campaigns, track the completion of sales goals, and extract useful data insights for intelligent decision making. Google Sheets has some built-in quick analysis features that can help companies get an overview of data and useful insights. Also it provides ease of altering and analyzing data with its visualization tools and other functionalities.

Why track data in Google Sheets?

Data may seem little on its own but it’s a huge pack of numbers where it is difficult to tell what’s improving and where you should focus your efforts. This is one the things that make company sales reporting so frustrating. All it involves is finding the data, figuring out the ways to make sense of it and displaying them by using charts and graphics. Wouldn’t be it better if you could do something that automatically turns your numbers into precise, actionable insights? Google Sheets integration with automation platforms come to rescue.

With Google Sheets and some add-ons, you can create profit loss reports, inventory management files and show monthly progress without any hassle. Various built-in features help create interactive reports that you have always wanted to build.

Here’s a rundown to some of the advantages of using Google sheets for company sales reporting:

  • Unlimited free access for all users: even if you are a startup, Google Sheets is an ideal option. It is a handy solution for teams operating on a tight budget and limited resources.
  • Ease of use and added functionalities: Google Sheets is built on a user-friendly interface that enables teams to store and manage data in easy and professional way. Moreover, it supports add-ons and allows for integrations with various tools to help automate and supercharge reporting processes.
  • Powerful collaboration features: the other most recognizable characteristics is it enables teams to come together in real-time to create powerful and meaningful sales and marketing reports.

How to Create Reports in Google Sheets

Companies that handle high volumes of inventory, sale & purchase and customers data usually opt for Google data tools to automatically manage reporting. Google Sheets cannot be a viable replacement for these well-recognized tools in huge set-ups. However, they can be integrated with automation platforms to distill and analyze data. With that said, if you are a start-up, looking for a quick way to distill data and present it to stakeholders, get started with following steps:

Decide the Type of Data you Want to Capture

For an effective company sales reporting process, first thing is to find out the kind of information you want to collect to use in your report. Generally, you may want to capture the sales, purchase, profits, and loss to show monthly or yearly progress. The charts and other features help you track data and present in an understandable form.

Outline the Stages in Reporting Process

It’s important to have an understanding of reporting process else it would almost be impossible to manage your sales data. Have a typical outline of all the important aspects of your sales report. This includes the number of sales each month, the areas where the sales are higher, margins to figure out the profit in your report. Having a simple reporting process keeps everything concise and allows businesses to better engage in important tasks.

Import your Data into the Spreadsheet

To house all the sales and purchase data in one place, you have to import your existing data into the Google Sheet. Many companies may use a specific platform such as Quick Books or Salesforce or a DBMS such as PostgreSQL for data storage. Pull data from these platforms into Google Sheets in a single click by connecting to automation platforms. You can house all your sales and inventory data in one place.

Integration of Various Tools with Google Sheets

After all the work, time and effort, it’s imperative to keep your Google Sheets up to date to drive new data and create company sales reporting. It’s very easy for data to get lost or skewed if not recorded in a timely manner. Go for Google Sheets integration with a wide range of tools to automatically export data whenever required.

Creating your company sales reports in Google Sheets gives your sales team the access to performance and other important insights. This also allows stakeholders to get an overview of the profit and loss and other sales related metrics. Generating reports using Google data tools help supercharge report creation process allowing you to level up your company’s progress.

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