Daily Sales Report Format for Field Executives

[Free Download + Editable Template]

In field sales, daily performance visibility is crucial. Whether you’re an operations manager, a regional head, or a business owner, knowing what your sales reps did today—who they met, how much they sold, where they went—can make or break your decisions for tomorrow.

If your field executives still send daily reports over WhatsApp or email, or worse—not at all—you’re missing out on timely insights that can drive action. This blog will walk yothrough the most effective daily sales report formats, including a free Excel download, editable template, and real examples, all designed to keep your team on track.

Plus, we’ll introduce how SalesTrendz—our intelligent sales automation platform—can help yoautomate daily sales reporting with live alerts and dashboards.

What is a Daily Sales Report?

A Daily Sales Report (DSR) is a summary of a salesperson’s activities for the day. It typically includes:

Client visits or meetings
Sales closed or revenue generated
Product demos or pitches
Issues faced or follow-up actions
Time in/out and location

For field executives, it adds accountability. For managers, it offers control, visibility, and quick performance insights.

Daily Sales Report Format – Free Download

Want to skip to the good part?

Download the Free Daily Sales Report Excel Template

This editable template includes:

Date & Executive Name
Client Visited
Purpose of Visit
Sales Amount (if any)
Next Steps
Time In/Out
Remarks

Here’s how the daily sales report format in Excel looks:

Date	Executive Name	Client Name	Purpose	Sales Value	Time In	Time Out	Next Steps	Remarks
12-Jun-25	Priya Verma	Star Distributors	Product Demo	₹ 25,000	10:00 AM	11:30 AM	Send quote by 13-Jun	Interested in bulk
12-Jun-25	Priya Verma	Fresh Mart	Follow-Up	₹ 0	1:00 PM	2:00 PM	Visit again next week	Needs approvals

Get the Editable Google Sheet Version

You can print it, edit it online, or even convert it into a PDF version to share via email.

Common Formats of Sales Reports

Field teams across industries—FMCG, pharma, B2B, retail—use different formats depending on their size and complexity. Let’s go over the most popular ones.

1. Text Format (Through Message/Email )

Example:

Date: 12-Jun-25

Executive: Rahul Kumar

Visits:

– Metro Traders: Demo conducted, interested. Follow-up on 15-Jun.

– Mahadev Stores: No show, will reschedule.

Total Sales: ₹15,000

Remarks: Covered 3 locations. Travel delay due to traffic.

Pros: Simple, quick to share

Cons: Hard to standardize, no data structure for analysis

Tabular Format (Excel/Google Sheet)

Perfect for structured data and historical analysis. Preferred by operations managers who want to compare team performance over time.

Pros: Easy to track KPIs, exportable, can calculate totals automatically
Cons: Needs regular maintenance or software support

3. PDF Report Format

Salespeople fill forms (often using mobile apps) and reports are generated as auto-formatted PDFs, which can be shared via WhatsApp or email.

Pros: Professional, secure

Cons: Not editable later, harder to extract raw data

Why Use a Standard Daily Sales Report Template?

Having a structured format helps your business:

Compare performance across teams or regions
Track time spent per visit or client
Confirm rep movements via location logs
Create consistency in follow-ups and pipelines
Maintain proper records for compliance or audits

Common Problems with Manual Reporting

Still using WhatsApp updates or scattered Google Sheets?

Problem	Manual Reporting
Late or missing reports	Very common
Inconsistent formats	Yes
Data entry errors	Frequent
Lack of geo-verification	No location tracking
Time-consuming for managers	Yes

So what’s the fix? Automated daily reporting with SalesTrendz.

Automate Your Daily Sales Reports with SalesTrendz

SalesTrendz makes reporting painless—for both field reps and managers.

Here’s how it works:

One-Tap Check-In & Visit Logs

Reps start their day with a mobile check-in, and each client visit is logged automatically using GPS and timestamping. No need to manually write entries.

Auto-Filled DSRs

As reps move through their day, SalesTrendz captures: Meeting details, Client names, Location, Sales value, Follow-up tasks

The system auto-compiles this into a ready-to-send DSR at the end of the day.

Real-Time Manager Dashboard

Managers can log in and instantly view:

Total visits done by rep
Revenue logged today
Missed clients or skipped locations
Notes & follow-ups

No need to chase reports manually anymore.

Smart Alerts and Reminders

SalesTrendz sends:

Reminders to reps for daily report submission
Notifications to managers when reports are missed
Weekly summary reports on sales KPIs

All automated, without manual tracking.

Daily Sales Report: Before vs After Automation

Criteria	Manual Report	SalesTrendz Automation
Submission Timeliness	Often delayed	Auto-generated & sent
Accuracy & Consistency	Depends on rep	Standardized by system
Real-Time Tracking	Not possible	Live dashboard view
Geo-Validation	No	Yes (GPS tagged)
Productivity Metrics	Manual calculation	Instant analytics
Admin Time for Managers	High	Minimal

Application Example: How an FMCG Brand Improved Efficiency

A leading FMCG company managing 30+ field executives across 3 states was facing:

50% report delays
Inaccurate sales logs
Zero visit verification

After shifting to SalesTrendz:

Reports were submitted on-time 95% of the time
Visit accuracy improved with geo-tagging
Managers saved 8+ hours per week compiling reports

Concluding Note

Daily sales reports are not just paperwork routine—they’re a lens into how your field team performs every single day. While manual formats like Excel and text updates work at a basic level, they often fall short in speed, accuracy, and scale.

In 2025 and, the future outlook, field sales operations demand real-time, GPS-backed, automated reporting, and that’s exactly what SalesTrendz offers.

Ready to Simplify Reporting?

Try SalesTrendz for Free – Book a Demo

Upgrade to effortless daily reporting with alerts, maps, and KPIs

Say goodbye to spreadsheets. Say hello to SalesTrendz.