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Monthly reports for a sales team

From ten Excel sheets to a clear monthly report: results, targets and CRM priorities in one place.

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A real project. This public demo has been recreated with fictional data.

Monthly manager report

Company X · Manager A · October 2026

Demo · all data is fictional
Monthly score71.26 / 100points
Monthly sales€108,560Plan: €155,371
Active customers39 / 4801 Aug – 31 Oct 2026
Complete CRM records31 / 4864.6% · whole portfolio

What makes up the monthly score

Plan achievement
28.59 / 40
Customer activity
20.31 / 25
CRM completeness
16.15 / 25
Additional targets
6.21 / 10
How are points calculated?

An illustrative 100-point scale. Plans (40): average category achievement. Activity (25): share of customers reaching the 3-month activity threshold in at least one category. CRM (25): share of complete records. Additional targets (10): average achievement of participating categories. Category percentages are capped at 100%; components are rounded to 0.01 points. Zero plans and inapplicable targets are excluded from averages. These rules were authored specifically for this demo.

Category results

October 2026

Equipment

61.7%Plan achievement
Actual
€39,261
Plan
€63,644
Active
15 / 48

Supplies

75.5%Plan achievement
Actual
€26,601
Plan
€35,255
Active
22 / 48

Packaging

70.6%Plan achievement
Actual
€13,533
Plan
€19,168
Active
22 / 48

Services

78.2%Plan achievement
Actual
€29,165
Plan
€37,304
Active
17 / 48

CRM data quality

Complete
31
Incomplete
13
No record
4
What needs attention17

Specific CRM gaps and suggested actions. Customer details open within this demo.

What needs attention
CustomerMissingDetails
Customer 004DEMO-C004Contact · Needs assessment
Customer 007DEMO-C007Visit plan
Customer 008DEMO-C008Contact · Needs assessment
Customer 012DEMO-C012Contact · Needs assessment · Customer segment · Visit plan
Customer 014DEMO-C014Visit plan
Customer 016DEMO-C016Contact · Needs assessment
Customer 020DEMO-C020Contact · Needs assessment
Customer 021DEMO-C021Visit plan
Customer 024DEMO-C024Contact · Needs assessment · Customer segment · Visit plan
Customer 028DEMO-C028Contact · Needs assessment
Customer 032DEMO-C032Contact · Needs assessment
Customer 035DEMO-C035Visit plan
Customer 036DEMO-C036Contact · Needs assessment · Customer segment · Visit plan
Customer 040DEMO-C040Contact · Needs assessment
Customer 042DEMO-C042Visit plan
Customer 044DEMO-C044Contact · Needs assessment
Customer 048DEMO-C048Contact · Needs assessment · Customer segment · Visit plan

Full customer matrix

The monthly figures above cover all 48 customers. Search and status filters apply to the list below.

Activity · 3-month actual / threshold

Showing 1–10 of 48 customers

Full customer matrix
Details
Customer 001DEMO-C001AInactive€1,090 / €2,400Active€1,073 / €1,000Active€1,320 / €550Inactive€890 / €1,500Complete10/08/2026
Customer 002DEMO-C002BInactive€1,512 / €2,400Inactive€397 / €1,000Active€715 / €550Inactive€350 / €1,500Complete10/15/2026
Customer 003DEMO-C003CInactive€244 / €2,400Inactive€688 / €1,000Active€959 / €550Active€2,156 / €1,500Complete10/22/2026
Customer 004DEMO-C004AInactive€2,079 / €2,400Inactive€926 / €1,000Active€624 / €550Inactive€720 / €1,500Incomplete10/01/2026
Customer 005DEMO-C005BActive€2,693 / €2,400Inactive€564 / €1,000Active€1,143 / €550Inactive€528 / €1,500Complete08/08/2026
Customer 006DEMO-C006CInactive€436 / €2,400Inactive€449 / €1,000Inactive€106 / €550Inactive€362 / €1,500Complete10/15/2026
Customer 007DEMO-C007AInactive€676 / €2,400Inactive€578 / €1,000Active€761 / €550Inactive€1,210 / €1,500Incomplete10/22/2026
Customer 008DEMO-C008BInactive€2,376 / €2,400Active€1,675 / €1,000Active€641 / €550Inactive€851 / €1,500IncompleteNo visit
Customer 009DEMO-C009CActive€3,946 / €2,400Inactive€589 / €1,000Active€650 / €550Inactive€1,154 / €1,500Complete10/08/2026
Customer 010DEMO-C010AActive€4,768 / €2,400Inactive€552 / €1,000Active€1,170 / €550Inactive€983 / €1,500Complete08/15/2026
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Exports all matching rows across all pages, with values for the selected view.

Demo · all data is fictional · Fictional example. This view is not connected to a real CRM.

Situation

Results, targets and customer information were spread across roughly ten Excel sheets. Managers needed a clear view of their month and next actions.

Solution

Company X received individual monthly HTML reports. Managers could see results, plan achievement, customer activity and specific gaps in CRM data.

Practical benefit

Managers found the information easier to understand and could see which customers needed attention. Their monthly report brought results and priorities together in one place.

Download this HTML

One file with embedded data, styles and controls. Works without an internet connection.

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A real project. This public demo has been recreated with fictional data.

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