Monthly sales report — issue template cheatsheet

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Appsvio

2 min readMay 28, 2024

Issue templates cheatsheet — business team edition

Copy ready-to-use issue templates with recommended issue types: epic, tasks, and subtasks.

Find more more sales and business issue templates here.

Template name: Monthly Sales Report Process

Epic: Sales Reporting [Month/Year]

Description: Develop a structured process for compiling and analyzing sales data to track performance and inform strategic decision-making.

Tasks:

Description: Gather sales data from relevant sources.

Collect and categorize data by product, region, salesperson, and other relevant categories.

2. Data Analysis

Description: Analyze sales data to identify trends, patterns, and performance indicators.

Subtasks:

Calculate total sales revenue for the month and compare with previous periods.
Analyze sales performance by product category, identifying top-selling products and trends.
Assess sales performance by region or territory to identify growth opportunities and challenges.
Calculate key performance indicators (KPIs) such as conversion rates, average order value, and sales pipeline velocity.

3. Report Generation

Description: Prepare a comprehensive sales report for stakeholders.

Subtasks:

Compile sales data and analysis findings into a structured report format.
Prepare visualizations such as charts, graphs, and tables to present data effectively.
Review the sales report

4. Distribution

Description: Distribute the monthly sales report

Subtasks:

5. Action Planning

Description: Develop action plans based on sales insights and performance.

Subtasks:

Identify opportunities for sales growth and improvement based on the report findings.
Collaborate with sales teams to develop strategies and initiatives to capitalize on strengths and address weaknesses.
Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for the upcoming month.