Templates

Sales report, written for you

Orders or deals: revenue over time, average order value, top products, regions, channels and sales reps, and what changed versus last period. Made for sales managers and small business owners.

What to upload

An export from any system with columns like: Order date, product, region, channel, sales rep, quantity, price, discount and revenue. Column names don’t have to match — ReportPilot detects them.

What you get

  • An executive summary: what happened, why it matters, what to do next
  • Key numbers with change versus the previous period
  • Trends and the right chart for each finding
  • Biggest changes, spikes and unusual values
  • Recommended next steps
  • PDF, PowerPoint and Word exports, or an automatic weekly or monthly email

Questions it answers

“What drove revenue up or down this month?”

“Which products and regions are growing?”

“Are discounts hurting margin?”

Ask your own questions in plain English with “Ask your data”.

Sample sales report

Generated from fake sample data in May–Oct 2026.

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