Free Sales Deal Review Template
Sales Deal Review
This report aims to provide a review of the sales deals conducted by [Your Company Name] for the fiscal year starting in 2050. The objective is to assess the effectiveness of sales strategies and customer engagements.
I. Overview of Total Sales Deals
|
Deal Type |
Number of Deals |
Total Revenue |
|
New Business |
45 |
$2,500,000 |
|
Upsell |
32 |
$1,600,000 |
|
Renewal |
50 |
$2,000,000 |
|
TOTAL: |
127 |
$6,100,000 |
Observations:
-
New business deals contributed the most to the total revenue, even though the average deal size was not the largest among the categories.
-
Upsell opportunities seem underutilized in comparison to other types.
II. Deals by Industry
|
Industry |
Number of Deals |
Total Revenue |
|
Healthcare |
25 |
$1,250,000 |
|
Finance |
30 |
$1,800,000 |
|
Manufacturing |
35 |
$2,100,000 |
|
Retail |
17 |
$850,000 |
|
Education |
20 |
$1,000,000 |
Observations:
-
Manufacturing leads in both the number of deals and total revenue, suggesting a strong market alignment.
-
The retail industry shows relatively lower engagement, which could signify either a market saturation or an opportunity for deeper penetration.
III. Deals by Sales Rep
|
Sales Rep. Name |
Number of Deals |
Total Revenue |
|
Alice Cooper |
25 |
$1,250,000 |
|
Bob Nguyen |
30 |
$1,800,000 |
|
Carol Bright |
35 |
$2,100,000 |
|
David Martinez |
17 |
$850,000 |
|
Emily Hemmings |
20 |
$1,000,000 |
Observations:
-
Carol has the highest number of deals and revenue, indicating exemplary performance.
-
Alice, despite having the lowest number of deals, managed to secure a reasonable total revenue.
IV. Recommendations
-
Develop targeted upsell strategies to leverage existing customer relationships better.
-
Re-evaluate the sales approach in the retail sector to identify the root cause of lower deal activity.
-
Encourage sharing of best practices among sales reps to boost overall team performance.
This report offers a snapshot of the sales activity and is intended to aid in data-driven decision-making for future strategies. Further granular analysis may be conducted for a more comprehensive understanding.
