Quarterly Sales Report Template in Google Sheets

Professional Sales Analytics Dashboard for Quarterly Performance Tracking! Free download Quarterly Sales Report template.

This comprehensive Sales Quarterly Review Template transforms your sales data into actionable insights through automated reporting and visual analytics. Built for Google Sheets, this template streamlines quarterly sales analysis for businesses of all sizes.

What’s Included?

The template consists of five main sections:

1. Settings
2. Sales Record
3. Quarterly Review
4. Product Summary
5. Salesman Summary
6. Monthly Summary

Settings Section

So, you can modify your settings according to your needs.

Firstly, you can define your Sales Platforms and Product Categories. Also, you can list your salesmen names, if you do have any. If you’re a sole entrepreneur, then skip the salesmen sections.

Also, you do not have to pursue calendar year quarters. You can easily change the quarter order according to your financial calendar.

Lastly, define your Targets for each quarter.

In summary:

• Customizable date ranges and reporting periods
• Platform and product category configuration
• Team member setup and territory assignments

Sales Data Input Section

• Structured data entry for all sales transactions
• Fields for date, platform, salesman, product category, product name, price, and quantity
• Data validation to ensure accuracy and consistency

You do not need to spend hours for data input. We’ll need only basic information to give you the best analysis results:

• Date of sale
• Sales platform
• Responsible salesman
• Product category and product name
• Price
• Quantity

That’s all!

Four Complete Output Sections

Now it’s time to analyze our quarterly sales results. The Sales Report Template gives you four different visualization sections:

1. Quarterly Review Dashboard

A visual summary of your three-month sales results:

• Interactive charts showing sales trends and performance metrics
• Revenue breakdowns by quarter, product category, platform and salesperson
• Visual KPI tracking with goal comparisons

2. Product Summary Report

Best-performing products by revenue

Product category analysis and profitability metrics

Color-Coded heat map

3. Salesman Summary Report

You can compare salesman performance at a glance:

This dynamic table will give you a comparative analysis across team members.

4. Monthly Summary Report

Additionally, if you want to track your monthly sales trend, then this section will give you the sales numbers for each product category:

• Month-over-month analysis
• Seasonal trends and pattern identification

Key Features of Quarterly Sales Report:

• Automated Calculations: All formulas pre-built for immediate use
• Dynamic Charts: Visual reports update automatically with new data
• Professional Design: Clean, business-ready formatting
• Easy Customization: Modify fields and categories to match your business
• No Technical Skills Required: Simple data entry with powerful output
• Online Access: Google Sheets file with acces from Mobile, Desktop and Tablets

Perfect For?

• Sales managers tracking team performance
• Small to medium businesses analyzing quarterly results
• Sales teams needing structured reporting tools
• Companies requiring consistent sales analysis formats

Technical Requirements

• Google account access
• Basic spreadsheet knowledge for data entry