Templates
Sales report template
A weekly or monthly sales report structure that reconciles.
Updated September 20, 2026
Line-level columns
| Column | Type |
|---|---|
| Order date | Date |
| Order ID | Text |
| Customer | Text |
| Region | Text |
| Product | Text |
| Quantity | Number |
| Unit price | Number |
| Net amount | Number |
Summary calculations
Net revenue = SUM(Net amount)
Orders = COUNTA(unique Order ID)
Avg order value = Net revenue / Orders
Units = SUM(Quantity)
Region share = Region net revenue / Net revenueChecks before sending
- Net revenue reconciles to the finance total within tolerance
- No negative quantities unless returns are intended
- Date range covers exactly the reporting period
- Region and product values match the controlled lists
Frequently asked questions
Should discounts be a separate column?
Yes, if you ever need to explain a margin change. Keep gross amount, discount and net amount distinct.
Related reading
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