Essential Sales Report Template for Digital Agencies

Easily measure the success of your sales strategy with our Sales Report Template. Track short and long-term sales forecasts, pipeline phases, sales drivers, and more. Browse the list of pre-made Whatagraph templates and start building custom reports in seconds.

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What you will find in our Sales Report Template

Easily collect and visualize sales data to optimize your strategy

Deliver top-level sales insights in just a few clicks. Stop wasting valuable time manually filling out spreadsheets that will only serve to bore the people you eventually present them to! With Whatagraph, you can attractively visualize your sales data based on your own preference with lists, tables, charts, images, and comments.

Easily customize your sales reports

Upload your company logo, build custom color schemes and stunning visuals. Whether you prefer to create custom sales reports from scratch using our drag-and-drop editor or take advantage of our comprehensively pre-built templates, your options for customization are endless. Choose the metrics that are most relevant to your strategy and present them in an eye-catching, user-friendly way!

Easily import your sales data

Whatagraph connects with all of the platforms that you already know and love to bring all of your sales data together in one place. And if you want to track sales data that is not supported by a particular platform’s API, that’s not a problem. You can easily build custom formulas and widgets for your own personal needs.

All reporting features your agency needs

45+ data sources

Create a true cross-channel digital marketing dashboard in Whatagraph. Over 45 integrations for your cross-channel marketing campaigns.

Cross-channel reports

Combining cross-channel data is intuitive and takes a few clicks. Create a single client report for all channels instead of one report for each.

Full report automation

Schedule your reports at desired intervals or share a live link to a report so your clients can check for updates at any moment.

White-label reports

Customize colors and logos in each report to align it with your agency’s or clients’ branding and style.

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I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

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Mindaugas S., Marketing Consultant

Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

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Nico T., Media Planner

The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

Rasmus Bernt K., External Senior Management Consultant

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Rasmus Bernt K., External Senior Management Consultant

We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

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Stephanie S., Digital Director

We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

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John S., SEO Strategist

The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

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Erman E., Marketing Specialist

Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

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Brent N., Director of Operations

Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

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Orsolya S., Online Marketing Manager

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Cross channel reporting template with Whatagraph