Monthly reports for a sales team

A real project. This public demo has been recreated with fictional data.

One file with embedded data, styles and controls. Works without an internet connection.

Monthly manager report

Company X · Manager A · October 2026

Demo · all data is fictional
Monthly score71.26 / 100points
Monthly sales€108,560Plan: €155,371
Active customers39 / 4801 Aug – 31 Oct 2026
Complete CRM records31 / 4864.6% · whole portfolio

What makes up the monthly score

Plan achievement
28.59 / 40
Customer activity
20.31 / 25
CRM completeness
16.15 / 25
Additional targets
6.21 / 10
How are points calculated?

An illustrative 100-point scale. Plans (40): average category achievement. Activity (25): share of customers reaching the 3-month activity threshold in at least one category. CRM (25): share of complete records. Additional targets (10): average achievement of participating categories. Category percentages are capped at 100%; components are rounded to 0.01 points. Zero plans and inapplicable targets are excluded from averages. These rules were authored specifically for this demo.

Category results

October 2026

Equipment

61.7%Plan achievement
Actual
€39,261
Plan
€63,644
Active
15 / 48

Supplies

75.5%Plan achievement
Actual
€26,601
Plan
€35,255
Active
22 / 48

Packaging

70.6%Plan achievement
Actual
€13,533
Plan
€19,168
Active
22 / 48

Services

78.2%Plan achievement
Actual
€29,165
Plan
€37,304
Active
17 / 48

CRM data quality

Complete
31
Incomplete
13
No record
4
What needs attention17

Specific CRM gaps and suggested actions. Customer details open within this demo.

What needs attention
CustomerMissingDetails
Customer 004DEMO-C004Contact · Needs assessment
Customer 007DEMO-C007Visit plan
Customer 008DEMO-C008Contact · Needs assessment
Customer 012DEMO-C012Contact · Needs assessment · Customer segment · Visit plan
Customer 014DEMO-C014Visit plan
Customer 016DEMO-C016Contact · Needs assessment
Customer 020DEMO-C020Contact · Needs assessment
Customer 021DEMO-C021Visit plan
Customer 024DEMO-C024Contact · Needs assessment · Customer segment · Visit plan
Customer 028DEMO-C028Contact · Needs assessment
Customer 032DEMO-C032Contact · Needs assessment
Customer 035DEMO-C035Visit plan
Customer 036DEMO-C036Contact · Needs assessment · Customer segment · Visit plan
Customer 040DEMO-C040Contact · Needs assessment
Customer 042DEMO-C042Visit plan
Customer 044DEMO-C044Contact · Needs assessment
Customer 048DEMO-C048Contact · Needs assessment · Customer segment · Visit plan

Full customer matrix

The monthly figures above cover all 48 customers. Search and status filters apply to the list below.

Activity · 3-month actual / threshold

Showing 1–10 of 48 customers

Full customer matrix
Details
Customer 001DEMO-C001AInactive€1,090 / €2,400Active€1,073 / €1,000Active€1,320 / €550Inactive€890 / €1,500Complete10/08/2026
Customer 002DEMO-C002BInactive€1,512 / €2,400Inactive€397 / €1,000Active€715 / €550Inactive€350 / €1,500Complete10/15/2026
Customer 003DEMO-C003CInactive€244 / €2,400Inactive€688 / €1,000Active€959 / €550Active€2,156 / €1,500Complete10/22/2026
Customer 004DEMO-C004AInactive€2,079 / €2,400Inactive€926 / €1,000Active€624 / €550Inactive€720 / €1,500Incomplete10/01/2026
Customer 005DEMO-C005BActive€2,693 / €2,400Inactive€564 / €1,000Active€1,143 / €550Inactive€528 / €1,500Complete08/08/2026
Customer 006DEMO-C006CInactive€436 / €2,400Inactive€449 / €1,000Inactive€106 / €550Inactive€362 / €1,500Complete10/15/2026
Customer 007DEMO-C007AInactive€676 / €2,400Inactive€578 / €1,000Active€761 / €550Inactive€1,210 / €1,500Incomplete10/22/2026
Customer 008DEMO-C008BInactive€2,376 / €2,400Active€1,675 / €1,000Active€641 / €550Inactive€851 / €1,500IncompleteNo visit
Customer 009DEMO-C009CActive€3,946 / €2,400Inactive€589 / €1,000Active€650 / €550Inactive€1,154 / €1,500Complete10/08/2026
Customer 010DEMO-C010AActive€4,768 / €2,400Inactive€552 / €1,000Active€1,170 / €550Inactive€983 / €1,500Complete08/15/2026
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Exports all matching rows across all pages, with values for the selected view.

Demo · all data is fictional · Fictional example. This view is not connected to a real CRM.