Workflow Templates: Sales Reporting Checklist

Gather sales data from all retail locations

Consolidate online and offline sales data

Verify data accuracy and completeness

Calculate key performance indicators (KPIs)

Identify sales trends and patterns

Analyze product performance

Create visualizations such as charts and graphs

Compile insights and findings into a report

Format the report for different stakeholders

Review the report for accuracy

Validate the findings with the sales team

Ensure compliance with data governance policies

Distribute the report to relevant stakeholders

Provide a summary to executive leadership

Store the report in a centralized location for future reference

Sales Reporting Checklist