Knowledge Center

Sales reporting

Without following up sales, they would dry up quickly. This process is crucial for detecting discrepancies and implementing the necessary measures.

Output from the sales reporting process

  1. The customer’s backlog is followed up.

  2. The customer’s billing is followed up.

  3. The customer’s booking is followed up.

  4. The customers’ requests/quotes are followed up.

It is wise to spend a good amount of time and resources on following up routines concerning all business areas your company is involved in. Focus on improvement will in most cases result in raised profits or larger market share. Clear routines on handling the customer’s backlog, billing, booking and request will benefit both the customer and the seller.

Tasks involved in this process

  • Reporting to management / following up key numbersThere are many types of reports which may be beneficial to be followed up by management, like backlog, booking, billing and quotes.