Fillable Form Daily Sales Report

What is a Daily Sales Report?

A Daily Sales Report is a financial tool used to record the daily sales of a business. It is also used to monitor business activities and team performance, which is beneficial in making informed decisions, enhancing the efficiency of products or services, and improving sales and employee performance.

How to fill out a Daily Sales Report?

There are different types of daily sales forms. This fillable Daily Sales Report form is for the sale of food and beverages.

Date

Enter the date of the sales report.

Note:

Follow the formula below to solve the total sales price of each sale.

Quantity Sold x Price = Total Sales Price

In the Daily Sales Report, Qty stands for the number of goods sold on a specific date. Price is the individual cost of the product or service being sold.

Follow these steps to calculate the total percentage of each sale.

1. Determine the sales and expenses for the specific date.
2. Divide the expenses by the sales.
3. Multiply the quotient by 100.

Food Sales

Enter the required information regarding the food sales in the given period.

Lunch

Enter the number of food servings sold for lunch, their total sales price, and their total percentage.

Dinner

Enter the number of food servings sold for dinner, their total sales price, and their total percentage.

Appetizer

Enter the number of food servings sold for the appetizer, their total sales price, and their total percentage.

Happy Hour

Enter the number of food servings sold for happy hour, their total sales price, and their total percentage.

Dessert

Enter the number of food servings sold for dessert, their total sales price, and their total percentage.

Other

Enter other sold food, their total sales price, and their total percentage.

Totals

Add all the total sales prices of sold food and enter the total.

Add all the total percentages of sold food and enter the total.

Drink Sales

Enter the required information regarding the drink sales in the given period.

Liquor

Enter the number of servings of sold liquors, their total sales price, and their total percentage.

Wine

Enter the number of servings of sold wines, their total sales price, and their total percentage.

Beer

Enter the number of servings of sold beers, their total sales price, and their total percentage.

Non-Alcoholic

Enter the number of servings of sold non-alcoholic beverages, their total sales price, and their total percentage.

Other

Enter other sold beverages, their total sales price, and their total percentage.

Totals

Add all the total sales prices of sold drinks and enter the total.

Add all the total percentages of sold drinks and enter the total.

Other

Enter the other required information regarding the sales in the given period.

Gift Cards

Enter the number of sold gift cards, their total sales price, and their total percentage.

Food Tax

Enter the tax for food, the total sales price, and the total percentage.

Drink Tax

Enter the tax for drinks, the total sales price, and the total percentage.

Tips

Enter the tips received, the total amount, and the total percentage.

Other

Enter other sales, their total sales price, and their total percentage.

Totals

Add all the total sales prices and enter the total.

Add all the total percentages of the sales and enter the total.

SALES GRAND TOTAL

Add all the total sales prices for food, drink, and others. Enter the total.

Debit, Liens, Leases

Enter the debit, liens, and leases in a given period.

Coupon

Enter the number of coupons and their total sales price.

Employee Discount

Enter the employee discount and the total sales price.

Comped Meal

Enter the number of servings of comped meals and their total sales price.

Comped Drink

Enter the number of servings of comped drinks and their total sales price.

Unpaid Meal

Enter the number of servings of unpaid meals and their total sales price.

Unpaid Drink

Enter the number of servings of unpaid drinks and their total sales price.

Redeemed Gift Card

Enter the number of redeemed gift cards and their total sales price.

Food Waste

Enter the number of servings of wasted food and their total sales price.

Drink Waste

Enter the number of servings of wasted drinks and the total sales price.

Other

Enter other debit, liens, and leases in the given period and their total sales price.

Totals

Add all the total sales price of debit, liens, and leases in the given period. Enter the total.

FINAL TOTAL

Subtract the total sales price of the debit, liens, and leases from the sales grand total. Enter the difference.

Frequently Asked Questions About a Daily Sales Report

What is the purpose of a Daily Sales Report?

A Daily Sales Report is a detailed document that shows the daily sales of a business. It is also a great indicator of sales growth and employee performance in a given workday.

For some businesses that have offsite transactions, the reported sales signify the performance of an employee. A higher number of products sold may indicate the efficiency and productivity of an employee.

Also, a Daily Sales Report helps businesses examine product sales. It gives companies insights on what products are highly in-demand based on the most sold goods. In case of weak product sales, businesses can identify which product needs improvement or determine a better location for selling to generate more sales.

What is a sales report?

A sales report or sales analysis report is a document used to monitor business sales and activities.

What are the types of sales reports?

1. Sales Forecast. A Sales Forecast is a type of sales report that helps a business predict the number of sales in a given period, which is relevant in planning to resolve impending retardation.
2. Sales Funnel Report. A Sales Funnel report shows the progress of the sales and helps a business turn leads into customers.
3. Conversion Report. A Conversion report shows the detailed status of the sales pipeline in a given period, allowing businesses to convert leads into customers.
4. Opportunity Score Report. An Opportunity Score report uses a metric style, measuring the probability of a sales win from one to 99, where 99 is the highest score or chance for an opportunity.
5. Upsell and Cross-sell Report. An Upsell and Cross-sell report shows the number and values from upselling and cross-selling products to customers. Upselling is the act of promoting higher-end products to customers other than the products they intended to buy. Cross-selling is the act of encouraging customers to buy complementary products.
6. Sales Call Report. A Sales Call report is documentation of the lead or customer's contact information for future reference.

How do I make a daily sales report?

To make a daily sales report, you need to document all your transactions daily. You need to document all sales-related transactions, including the information from the cashier's reports or purchase logs, bills of lading, and invoices. All these are important sales documents. A daily sales report should list all the sales on a given day.

In general, here are the following components of a daily sales report:

• The types of products sold
• The quantities of every type of product sold
• The total amount of all products sold, depending on their types
• The grand total of sales on that day

The first section of the daily sales report is all about what products are being sold on a given day. Every product will have its own line items, so you need to include the type of product sold, whether it's food or drinks or any other product you are selling. Then there should be an item for each type of product that was sold with the quantity of every type sold.

The second part includes the total amount of all products sold, depending on their types. This entails listing the unit price and total cost of each product to get a grand total for each type of product sold. You can list down the different types of products with their corresponding unit prices and add them up together to get their total cost, which is then used to compute the grand total for that day.

The next part of the daily sales report includes the grand total per category. For instance, if it's a store with various types of products like different food and drinks, you will include two columns — one for food items and another one for beverage items — and include the grand total for each type.

The last part of a daily sales report is a grand total which includes all amounts from all categories, including the grand total per category and the grand total for all products sold on that day. The daily sales can be recorded in an Excel spreadsheet or any other software or document that you may use to facilitate your record-keeping.

What is a daily sales summary report?

A daily sales summary report is used to track daily sales activity and compare performance to a company's plan. It focuses on the number of units sold, the amount of revenue generated, and other information about products or services that have been recently purchased. It is common for companies to produce a daily sales report which summarizes total revenue earned from outgoing products. This will include both wholesale costs and retail profits. Such a report will also detail wholesale and retail costs, as well as the percentage of revenue that goes toward expenses such as wages, rent, and wholesale fees.

A sales manager is able to use sales report statistics in order to establish goals for the future. He or she may take a look at the company's performance, set goals for their employees, and take steps toward achieving these goals.

It should be noted that not all businesses produce daily sales reports. If a company's sales numbers are too large to produce this report on a daily basis, they will usually produce them bi-weekly or monthly.

A sales manager may use the results from a daily sales report to set goals for future performance. In order to improve these numbers in the future, managers may take steps such as offering larger discounts, setting a sale rotation schedule, or increasing the number of outlets where products are being sold. A sales manager may also use sales report statistics to formulate goals for employees within their company.

What does a daily sales report show?

A daily sales report shows a company's daily record of revenue and is necessary for the purpose of accurately estimating future earnings.

Daily sales reports can show whether or not a particular product is selling well. If there is a sudden drop in sales, managers can check to see if there are any problems with cost or inventory levels.

A daily sales report will show the total revenue generated for outgoing products. The report will include wholesale costs, retail profits, and sometimes other information like wholesale fees and the percentage of revenue that goes toward those fees.

What is a DSR?

A DSR in business means a daily sales report. It is a record-keeping document used to account for daily sales figures. It is usually used in retail establishments, where some kind of physical product is sold (such as clothing, food, books). DSRs are also used by Real Estate Sales Agents who sell property or homes to track their progress through the steps of selling a house.

How do you do daily sales?

To calculate the average daily sales of an item in a shop, you calculate the items’ daily sales and divide it by the number of days it was on sale. This can be done with any item, as long as you know the average unit price of the items and how long it was on sale.

To compute for daily sales, the formula is:

Daily Sales = Total Sales / Number of Days in the period.

For example, if you are selling a product for 10 dollars, and it is the first of the month, then your daily sales would be:

10 / 31 = 0.3106 or about 31 cents per day.

What do you mean by daily reports?

In business, daily reports are sent to the director of an organization. The reports show information on how many customers showed up, which products are selling well, and other vital statistics for running a business. It's common sense to make these numbers available for anyone who might be interested because it allows you to identify things like areas where people aren't showing up even though your product is great or places where people aren't buying even though you've got the cheapest prices.

Daily sales reports enable a business to track its progress and to identify where it needs improvement based on the number of sales it makes.

Why is daily sales report important?

In business, daily sales reports are important because of the following reasons:

• They help managers plan for the future. This is especially true if a product is just being launched or if there have been problems with manufacturing or distribution, and the company has to come up with a solution quickly.
• They can be used as a basis for negotiating discounts from suppliers. Most suppliers offer volume discounts on materials and services.
• They help accurately determine how many units were sold or if there was a change in the number of repeat customers.
• They may be used to determine the factors that might have influenced these numbers, such as weather reports and other factors that may have influenced the sales.
• They help managers understand market trends; managers may even plan ahead based on these trends.

How do you report sales?

Documenting all sales at a given period is a good practice to be able to come up with sales reports. To report sales, you have to know all the sales that happened. That means you have to track everything. From cash sales to credit card payments. Thus, it is important to keep a record of all sales transactions. Tracking sales transactions can make your life easier when you need to generate a report.

Your sales reports should have several pieces of information:

• The date, time, and location of each sale
• A description of each item sold
• The amount received for each item sold — cash, check, or credit card

What are daily sales?

By definition, daily sales are the sales of a particular product on a specific day. They are used to understand the demand of consumers for a product over a period. Moreover, they can help in determining the effectiveness of a promotional strategy.

The simplest method to record daily sales is by using a daily sales document that lists each sale using a table. The daily sale table shows how many units were sold on a daily basis. In addition, it provides other important information such as the price, discount, and commission.

What is the cashier’s daily sales report?

The cashier's daily sales report is a document used by store owners to measure the efficiency of its employees. The report is usually given to the cashier at the beginning of their shift, so they can track how much money was made throughout the day. It serves as a record of all transactions, so the owner can quickly find out who is selling more products than others. Moreover, it can help locate theft or waste, so the store owner can fire the workers responsible.

What are the most important sales reports?

The following are the most important sales reports used by sales managers:

• Revenue Report — Provides a summary of revenue by time period. This report can be used to analyze the company's performance over a given period as well as to make comparisons with previous periods and industry averages. It is also helpful for forecasting.
• Sales Pipeline or Sales Funnel Report — Highlights opportunities from all stages of the pipeline, from those newly introduced to those about to close.
• Sales Forecast Report — Allows you to proactively plan your pipeline and set targets for the future based on factors such as market conditions, known opportunities, or seasonality.
• Customer Profile Report — Provides a snapshot of the profiles of the accounts in the pipeline, including key company information and contact history with your organization. These reports can help identify opportunities for cross-selling and up-selling.
• Call History Report — Highlights the history of calls made by individual sales representatives to accounts in their pipeline, including information such as who made the call, when it was made, and what stage in the pipeline the opportunity is in. These reports can be used to monitor performance and coach reps.
• Pipeline Report — Tracks the opportunities in your pipeline over time, highlighting which ones are moving closer to becoming revenue. These reports can be used for forecasting and tracking sales team performance.
• Customer Report — Highlights key information about accounts and contacts within those accounts, such as products purchased, recent activities, or any upcoming events related to the account or contact. When combined with information from the Sales Funnel report, these reports can help analyze account profitability and market share.
• Sales Report — Includes a wide variety of dashboards and charts that cover how your sales team is performing compared to industry average as well as benchmarked companies. This includes revenue, pipeline, and other key business metrics such as the close rate or win rate — the number of deals won divided by the number of opportunities closed.
• Won Deals Report: Provides a list of deals won over a given period as well as information about those deals such as products or services purchased, total revenue, or close date.
• Lost Deals Report: Captures deals lost during a given time period and provides important information about each deal. For example, competitor name and why the opportunity was lost. These reports can help understand what is influencing your win rate.

Is a daily report a legal document?

A daily report, in general, is not a legal document. However, it can stand up in court as a business record. It must be signed by the person who is responsible for its contents. It must also include specific information that can be verified or proved with evidence outside of the report itself.

What do you mean by expected daily sales?

In business definition, expected daily sales mean the actual sales you got from a certain time frame. It can be per hour, day, month, or any given period. Most companies do predict how much revenue they will get from a product or service per month or year. They calculate the number by adding up all the expected daily sales based on their market size and the sales rate needed to achieve their sales target.

However, calculating expected daily sales is not as easy as it seems. It requires a lot of time and effort, due to the many factors that need to be considered. You need to know how much daily capacity do your products have at any given period, how fast can your production schedule ramp up, how long it takes to deliver your products and services to your customers. Another thing that has to be considered is the demand for your product or service in the market. If it's something seasonal, you also need to know when would be the best time to sell them so you will get more expected daily sales. This requires a lot of market research and analysis, which is why it's common for businesses to hire professional statisticians or data analysts to do this work for them.

Calculating average daily sales can also help you determine the demand for your product in the market. If you sold out all your products on a certain day, then there must be too much demand for that product. This will help you determine if it's time to increase your production or increase your sales team for that particular product or service.

Expected daily sales can also be used for budgeting purposes. It tells you where exactly did you spend most of your money and whether they are reasonable for the amount of revenue you got. For example, if your company is currently in the red, you will expect to see a deficit when you take out this year's expected daily sales vs actual daily sales. This can be an important indication that there are some changes to be made in your company's management and operations so you will break even at least. This is important because, in business, it's not enough to break even. You need to constantly make more money than you spend if you want your company to sustain growth over time.

In general, companies are constantly concerned with their expected daily sales since this will help them make the necessary changes in order for them to achieve their goals.

What are the uses of a daily sales report?

The following are some of the uses of a daily sales report:

1. The daily sales report helps you take immediate action to address any problems that may occur in your retail store. For example, if the number listed under "Number of Customers" is far less than normal for that day, then you need to determine why customers are not coming into the store. There could be a larger issue affecting the business as a whole, such as poor product design or marketing.
2. The daily sales report also is useful for planning and strategy. You can use the data from the reports to make changes to your retail store and to plan future events and promotions. For example, if you notice that Mondays, Wednesdays, and Fridays always have more sales than other days, then you might consider adding more staff on those days.
3. The daily sales report is also a good way to determine the effectiveness of your marketing strategies. If your newspaper advertising or email campaigns have a low response rate, then you can make adjustments based on the data from the daily sales reports.
4. A daily sales report can also help you determine your employees' strengths and weaknesses. If a certain staff member is responsible for a high percentage of the lost sales on a particular day, then you can address that with him or her directly.
5. The daily sales report helps reduce employee theft because it allows you to compare the revenue from cash registers at the end of the day with what you expected to see based on the amount of inventory sold. If there is a large discrepancy between the two figures, then that should trigger an investigation into possible theft or fraud by employees.

Related Articles:

• Daily Sales Report (DSR)
• How to Write a Sales Report