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

40+ integrations

We integrate with more than 40 marketing platforms, such as Google Analytics, Ahrefs, SEMRush, Facebook, MailChimp, Klaviyo, and many others.

Cross-channel reports

SEO, SEM, social media, performance marketing, email marketing - create a singular client report for all channels instead of one report for each.

Full report automation

Start from a report template, add your sources and you can create a report in under 10 minutes. You can automate the delivery too - and send reports automatically at your desired intervals.

White-label reports

Make your reports align with your agency branding and style. Customize each report with your agency logo, colors and branding and every detail you need to make your report truly your own.

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This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

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Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

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Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

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Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyse data, to change the strategy, and also to create reports clients will understand.

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Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

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Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

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Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

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Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

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Andrea R, Marketing Executive

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