• Identifying the purpose of the report: Every bit of the company’s data can’t be just added to the sales report. So, focusing on the data through which the company can achieve particular goals is the first step. The purpose of the sales can be any- identification of the interesting trends in sales over time, measuring the effectiveness of the campaign, or motivating the team to do better.
  • Data gathering: Collect, filter, and analysis of the relevant data is the next step. To make the process-oriented towards the goal, outlining the metrics are important. It should contain several goods sold out in a particular time frame, KPIs, profits, net sales, CAS.
  • Use of Visuals: All the accurate data should be presented in a visually appealing way such as charts, graphs. Choosing the right visual such as a bar chart, a pie chart is also a trick one should know about.
  • Use of CRM Solutions: CRM software is sales apparatus that helps to cut out the fluff. The daily call report, the productivity report can be prepared properly with the software.
BY Best Interview Question ON 06 Oct 2021