question archive As the new Sales Supervisor, you are required to provide your first monthly report on the sales teams' performance to the General Manager
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As the new Sales Supervisor, you are required to provide your first monthly report on the sales teams' performance to the General Manager. From your learning resource, outline what your business report format headings should contain.
Then, write one (1) recommendation you would make in the report to improve the sales team's overall performance.
Business report format headings
1. Title page
It entails the name f the report, date, and the author's name. It should briefly state the purpose of the report and if the report is long, this section should also contain the table of contents.
2. Executive summary
It should be brief and to the point, a maximum of one page. The issues should be outlined and the most important information listed. Include recommendations details for actions to be taken. Make use of numbered lists and bullet points to summarize ad highlight the important points.
3. Methodology
Your research should be described by including and explaining the details of the research process and expound on why you used the sources that you did. Employ web analytics, interviews, outside sources, and focus groups in your research.
4. Introduction
This should explain to the readers why they need to read the report by giving a brief overview of what is covered in the main text.
5. Main body
This presents the research work and makes the case as it's the "heart" of the report. Use data visualization and put the most crucial information first to get your message across with impact and clarity.
6. Conclusion
Bring everything together by analyzing the results of your research as many people will read this part, its therefore important to keep it simple and short. You can include potential solutions to the case but also outline the final recommendations.
7. Recommendations
This section contains the list of actions that the company should take to solve the issue being addressed Ideally use numbered points or bullets for the list. Outline what needs to happen and make it clear and how to implement the changes step by step.
A recommendation to improve the sales team would be:
Use of a business sales CRM.
This is a tool for managing contacts, leads, and sales as they move through the sales process. A CRM tool can help to keep track of all customers, deals, processes, and leads in a sales cycle. Some CRM tools can automate the sales process. Such tools include Freshsales and Pipedrive. A Pipedrive CRM provides all the analytics of a sales process that can be used by sales representatives.
8. Appendix
List all the research data and sources in detail. This information must be included as it supports your arguments.
Step-by-step explanation
Sales performance is a sales activity that can be measured against the outlined goals in your sales plan. A simple method of measuring a sales performance is by identifying sales team goals and individual members' goals and then evaluate their performance quarterly or monthly. Performance can be improved through sales tools and new processes.