weekly sales report template
A weekly sales report template for the Friday read of the visit log
A weekly sales report template is the Friday read of knocks already on the visit log, for the territory and turf you assigned. Knockdesk is field sales software for that log. This sheet does not fill in a week the log does not have, and no email is required.
Book a Walkthrough| What Friday reads | Comes from | Owner | Territory | Turf |
|---|---|---|---|---|
| Knocks logged | The visit log | The person assigned | The territory they hold | The turf they walked |
| Contacts | Those same visits | The same owner | The same territory | The same turf |
| Sits | Those same visits | The same owner | The same territory | The same turf |
| Closes | Those same visits | The same owner | The same territory | The same turf |
| Unverified | Visits that were not at the door | The same owner | The same territory | The same turf |
From the log
Fill the weekly sales report template from visits already logged
Friday reads the visit log. Copy knocks, contacts, sits, and closes from visits already logged for that owner, territory, and turf. Stop when the log stops.
- 1Open the visit log for the owner, the territory, and the turf.
- 2Write knocks, contacts, sits, and closes from that log.
- 3Keep unverified visits visible. A knock not at the door is unverified.
- 4Leave Do Not Contact off the knock list and out of coverage.
- 5Do not add a week you cannot point at in the log.
Not a story
A weekly report that starts in a chat is already late
The weekly sales report template is a read of work that is already logged. Clocked In is the shift. Knocking is the door. A GPS clock is that shift, and Auto-Clock can start it on a route or a knock when those settings are on. The report still waits for the visit.
The log
If it is not on the visit log, it is not on this Friday read.
Clocked In is not the door
Clocked In is not Knocking. The report counts the door, not the moment the shift started.
Unverified stays
A knock not at the door is unverified. Leave it on the report with the badge.
If you rank it
A board for this week still has to read the log
If you rank the week, the board reads visits already logged. It does not create a week for a person who was not on the turf. Full desk is on the pricing page. A free trial is not open.
Leaderboard
Sample
- 1Maya ChenNorth42
- 2Jordan HaleNorth31
- 3Alicia BrooksHarbor27
Related
Where to take Friday
- Field sales resources
The hub this weekly report opens from.
- Field sales KPIs
What the Friday counts mean after the knocks are logged.
- Field sales analytics
The same visit log, read on the desk.
- Sales activity tracking
Clock-in, the route, and the knock this report is built from.
- Sales KPI dashboard
Knocks, contacts, sits, and closes with the denominator you name.
- Sales meeting agenda
The huddle that already read these knocks before Friday.
- Full desk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is a weekly sales report template?
A weekly sales report template is the Friday read of the visit log: knocks, contacts, sits, closes, and unverified visits, for one owner, one territory, and one turf.
What does Friday read?
Friday reads the visit log. It does not read a chat recap, and it does not fill a week the log does not have.
Can I add results that are not on the visit log?
No. If you cannot point at the visit, leave it off the sheet.
Do unverified knocks stay on the report?
Yes. A knock not at the door is unverified. Keep the row and the badge.
Do Do Not Contact doors count as coverage?
No. Do Not Contact stays off the knock list and out of coverage, so it stays off this Friday read.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
Friday read
Read the log before you write the week.
We will open the visit log for that territory and turf and stop where the log stops. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough