Steps to create your annual sales report

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As sales managers, we know that salespeople must stay focused on managing their client portfolio. They must have a day packed with activities to achieve their goals.

But this creates a problem. The more focused they are on the day-to-day, the less time they have to reflect.

“The goal of an annual sales report is to discover how you can optimize your sales process. It helps you figure out what's working, what's not, and where you can improve.”
Max Altschuler, CEO of Sales Hacker and author of Hacking Sales

Taking time to reflect on what worked for your team is a fundamental chinese overseas europe database part of sales success.

Why?


Identify your performance growth curve
Discover which skills you need to improve to achieve better results
Identify how you handle the different stages of the sales process
Discover what types of clients and products you are successful with and which ones you need to work a little harder with
If you're a sales manager, conducting an annual review not only helps you identify these same points for each member of your team. An annual performance analysis helps you:

Identify how you handle the different stages of the sales process
Discover what types of clients and products you are successful with and which ones you need to work a little harder with

What is an annual sales report ?
It's a retrospective of all the opportunities your sales team had over the past 12 months.

It gives you a detailed view of the most important conversion rates and sales KPIs for your team. It also helps you evaluate your sales effectiveness and identify areas for improvement that you might not otherwise be able to see.