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Sales Review Report

The book written up: what closed, what is open and how long it is taking.

DocumentSalesAny industry
The Sales Review Report template, running on sample data
Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.

What it needs from your data

Needsa revenue or money column, a category (~10 values)
Optionaldates for trends, 10 more

What is on it

  • Closed value over time Area chart
  • Value by product Treemap
  • Value by stage Pareto chart
  • Cycle spread by region Box plot
  • Source against region Heatmap
  • Size against cycle length Scatter plot