📊 SALES REPORT SPREADSHEET TEMPLATE
📅 Date: 5th June 2026 | 📍 Route: Kasarani → Roysambu → Zimmerman → Lucky Summer → Baba Dogo → Kariobangi North → Allsops
Track all prospects collected during the roadshow and monitor follow-up actions.
| No. | Date | Location | Sales Rep | Customer Name | Phone Number | Product/Service Interest | Lead Status (Hot/Warm/Cold) | Follow-up Date | Remarks |
|---|---|---|---|---|---|---|---|---|---|
| 1 | |||||||||
| 2 | |||||||||
| 3 | |||||||||
| 4 | |||||||||
| 5 |
Track actual sales generated from each location.
| No. | Date | Location | Sales Rep | Customer Name | Product Sold | Quantity | Unit Price | Total Sale (KES) | Payment Method | Receipt No. |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||||
| 2 | ||||||||||
| 3 | ||||||||||
| 4 | ||||||||||
| 5 |
Performance metrics summary for each activation location.
| Location | Customer Interactions | Leads Generated | Sales Closed | Revenue Generated (KES) | Conversion Rate (%) | Remarks |
|---|---|---|---|---|---|---|
| Kasarani | ||||||
| Roysambu | ||||||
| Zimmerman | ||||||
| Lucky Summer | ||||||
| Baba Dogo | ||||||
| Kariobangi North | ||||||
| Allsops |
Conversion Rate = (Sales Closed ÷ Leads Generated) × 100
Individual performance metrics for each sales representative.
| Sales Rep Name | Interactions | Leads Generated | Sales Closed | Revenue Generated (KES) | Conversion Rate (%) |
|---|---|---|---|---|---|