{"id":2820,"date":"2026-10-22T18:42:41","date_gmt":"2026-10-22T15:42:41","guid":{"rendered":"https:\/\/fluidcrm.io\/blog\/?p=2820"},"modified":"2026-10-22T18:42:41","modified_gmt":"2026-10-22T15:42:41","slug":"sales-report-template","status":"publish","type":"post","link":"https:\/\/fluidcrm.io\/blog\/sales-report-template\/","title":{"rendered":"Sales Report Template: The 5 Numbers a Small Team Needs"},"content":{"rendered":"\n

Most sales report templates ask a three-person team for a dozen metrics, so the report quietly stops going out by week three. The ones that last fit on a phone screen. They carry five numbers, last week’s figures beside them and a short note under each.<\/p>\n\n\n\n

A sales report template for a small team needs five numbers each week: new deals, deals won, deals lost with the reason, open pipeline value and open deals whose next step is overdue or missing. Put last week and a 4-week average beside each. Fluid CRM’s Reports page and deal filters show all five with no setup.<\/strong><\/p>\n\n\n\n

<\/span>The 5-Number Weekly Sales Report Template<\/span><\/h2>\n\n\n\n

Copy this table into an email, a doc or a Slack post. Send it on Monday, covering the previous Monday to Sunday, to whoever needs to know how sales went: a cofounder, a boss or just yourself.<\/p>\n\n\n\n

Number<\/th>This week<\/th>Last week<\/th>4-week average<\/th>Note (one line)<\/th><\/tr><\/thead>
1. New deals (count and value)<\/td><\/td><\/td><\/td><\/td><\/tr>
2. Deals won (count and value)<\/td><\/td><\/td><\/td><\/td><\/tr>
3. Deals lost (count and main reason)<\/td><\/td><\/td><\/td><\/td><\/tr>
4. Open pipeline value<\/td><\/td><\/td><\/td><\/td><\/tr>
5. Open deals with an overdue or missing next step<\/td><\/td><\/td><\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

One counting rule keeps it honest. A deal counts in the week its status changed, so a deal you won on Thursday belongs to this week even if the contract was agreed a month ago. If someone marked a deal won late, change its close date in the deal panel so the Results report puts it in the right week.<\/p>\n\n\n\n

<\/span>1. New deals<\/span><\/h3>\n\n\n\n

Count every deal created in the week and add up its value. This is the only line that tells you whether next month will have anything to close, because every other number is about deals you already have.<\/p>\n\n\n\n

<\/span>2. Deals won<\/span><\/h3>\n\n\n\n

Count and value, both. Two small wins and one large win can bring in the same money and mean very different things for how busy delivery gets.<\/p>\n\n\n\n

<\/span>3. Deals lost, with the reason<\/span><\/h3>\n\n\n\n

Write the count and the reason that came up most. A lost count with no reason tells you something went wrong, and the reason tells you what to fix.<\/p>\n\n\n\n

<\/span>4. Open pipeline value<\/span><\/h3>\n\n\n\n

The total value of every deal still open, after this week’s wins and losses are taken out.<\/p>\n\n\n\n

Check it every week. Last week’s open value plus new deals, minus won and lost, should land close to this week’s figure. If it is far off, someone edited values or deleted deals, so ask which.<\/p>\n\n\n\n

<\/span>5. Open deals with an overdue or missing next step<\/span><\/h3>\n\n\n\n

Count the open deals where the next step’s date has passed, plus the ones with no next step at all. This is the number that predicts next week’s lost deals, since a deal nobody plans to touch rarely closes.<\/p>\n\n\n\n

If your team already holds a weekly sales pipeline review<\/a>, you will recognize some of these counts. The meeting is where you act on deals one by one. This report is the written version for someone who was not in the room, and it adds the pipeline value and the trend column.<\/p>\n\n\n\n

We built Fluid CRM<\/a> as a sales team CRM<\/a> for teams of 2 to 10, and its Reports page and deal filters show all five numbers with no setup. The section on pulling the numbers below shows where each one lives.<\/p>\n\n\n\n

<\/span>A Filled-In Weekly Sales Report (Example Numbers)<\/span><\/h2>\n\n\n\n

The numbers below are made up. They show a 4-person agency’s report so you can see how short the notes should be and how the lines check each other.<\/p>\n\n\n\n

Number<\/th>This week<\/th>Last week<\/th>4-week average<\/th>Note<\/th><\/tr><\/thead>
New deals<\/td>6 ($41,000)<\/td>4 ($27,500)<\/td>5<\/td>Two came from the website form and one from a referral<\/td><\/tr>
Deals won<\/td>2 ($14,500)<\/td>1 ($8,000)<\/td>1.5<\/td>Month to date: $22,500 of the $40,000 target<\/td><\/tr>
Deals lost<\/td>3 ($19,000)<\/td>2 ($12,000)<\/td>2<\/td>Two were “no decision” after the proposal sat three weeks<\/td><\/tr>
Open pipeline value<\/td>$190,000 (23 deals)<\/td>$182,500 (22 deals)<\/td>$175,000<\/td>Up $7,500, which matches new minus won and lost<\/td><\/tr>
Overdue or missing next step<\/td>7 of 23<\/td>4 of 22<\/td>4<\/td>Sam’s deals from her week off, cleared by Wednesday<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Run the check from line 4: $182,500 plus $41,000, minus $14,500 won and $19,000 lost, is $190,000. The deal count works the same way, 22 plus 6 minus 5 leaves 23.<\/p>\n\n\n\n

If the table won’t paste cleanly, send it as five plain lines instead.<\/p>\n\n\n\n