DMS Sales Reporting Packs™ — Management-ready sales reporting for product and service businesses.
Editable • Practical • Built for decisions
Sales reporting templates for product & service businesses

Know what is selling. Know what will close. Know what to do next.

DMS Sales Reporting Packs turn sales activity, customers, products, pipeline and commercial performance into clear management reports. Choose the edition that matches how your business sells — Product & Commerce or Service Business.

Product & Commerce EditionService Business Edition
Both editions use standalone editable PowerPoint charts — right-click → Edit Data → replace the sample figures.
One sales system. Two commercial models.
P

Product & Commerce

For physical products sold through stores, distributors, B2B, D2C or e-commerce.

  • SKUs & product mix
  • Stores & accounts
  • Distribution & availability
  • E-commerce & receivables
S

Service Business

For expertise, projects, contracts, retainers, subscriptions and programmes.

  • Pipeline & proposals
  • Win rate & sales cycle
  • Bookings & renewals
  • Backlog & receivables
Same management discipline: Performance → Insight → Risk → Recommendation → Decision → Owner → Deadline.
7 reportsDaily through annual in each edition
Editable chartsNo external Excel links required
B2B + B2CAdaptable across channels and customer types
Management-readyActions, owners and deadlines built into the reporting logic
Sales reporting that answers management questions

Your sales team should explain the business behind the number.

A useful sales report should not stop at “we sold ₦X” or “we spoke to Y prospects.” Management needs to understand what moved, why it moved, what is at risk, what the next period is likely to deliver and what action is required.

Activity without commercial clarity

  • Revenue is reported without product, client or channel explanation.
  • Pipeline activity is shown without probability, timing or conversion quality.
  • Receivables, returns, complaints or renewal risk sit outside the sales story.
  • Management hears what happened but not what should happen next.

DMS turns sales data into management intelligence

  • Compare actual performance with target, budget and prior periods.
  • Show the products, stores, clients, proposals or service lines driving results.
  • Connect sales performance to cash, risks, execution and customer evidence.
  • Finish every major review with recommendations, decisions, owners and deadlines.
Choose the edition that matches how you sell

Two sales reporting packs. One clear decision.

The reporting rhythm is similar, but the commercial questions are different. Product businesses need SKU, store and channel visibility. Service businesses need pipeline, proposal, booking and renewal visibility.

Product & Commerce Edition

For businesses selling physical products.

Built for manufacturers, distributors, retailers, FMCG, food and drinks, cosmetics, fashion, footwear, equipment, ingredients and e-commerce businesses.

See what is selling — and where commercial value is being created or lost.
Revenue vs targetTop SKUsStores / accountsDistributionE-commerceReceivablesReturnsCompetitor/store insight
  • Product velocity, mix and top/bottom SKU performance
  • Store, distributor, account and territory performance
  • B2B pipeline and B2C/e-commerce conversion
  • Availability, stock-outs, returns, complaints and lost-sales signals
  • Competitor pricing, promotions and store-photo intelligence
  • Daily, weekly, monthly, quarterly, mid-year, annual planning and annual performance reports
Get Product & Commerce
Service Business Edition

For businesses selling expertise, contracts or recurring services.

Built for consulting, agencies, professional services, training, maintenance, technology implementation, logistics, clinics, education, SaaS and managed-service businesses.

See what is likely to close — and what is driving future revenue.
Qualified pipelineWin rateSales cycleBookingsBacklogRenewalsRecurring revenueReceivables
  • Pipeline value, stage movement and proposal quality
  • Win/loss rate, sales cycle and forecast confidence
  • Bookings, contracts, subscriptions, retainers or enrolments
  • Client concentration, renewals, expansion and churn/retention
  • Backlog, delivery capacity, receivables and commercial risk
  • Daily, weekly, monthly, quarterly, mid-year, annual planning and annual performance reports
Get Service Business
Included in both editions

Built to be used — not admired and forgotten.

Both packs use the same plug-and-play commercial standard established across DMS reporting products.

7

Full reporting cadence

Daily snapshot, weekly dashboard, monthly report, quarterly review, mid-year reset, annual plan and annual performance.

↗

Editable PowerPoint charts

Right-click → Edit Data → replace the sample figures. No external Excel link dependency.

✓

Quick-Start guide

Clear instructions so a buyer does not need to be a PowerPoint or reporting expert.

!

Management logic

Reports close with insight, recommendations, decisions, owners and deadlines — not activity alone.

Quick comparison

Which Sales Reporting Pack is right for you?

Use the commercial model of the business — not the industry name — to choose.

Reporting need
Product & Commerce
Service Business
SKUs, product mix and velocity
Best fit
Not primary
Stores, distributors and physical channels
Best fit
Optional
E-commerce / D2C conversion
Best fit
Optional
Pipeline, proposals and win rate
Included for B2B product sales
Core focus
Bookings, contracts and backlog
Not primary
Core focus
Renewals, recurring revenue and churn
Optional
Core focus
Receivables and customer/account risk
Included
Included
Management decisions and action owners
Included
Included
Not sure where to start?

Choose based on what your sales team needs to explain.

“Which products, stores and channels are driving sales?”

Choose Product & Commerce if physical products, SKUs, stores, distribution or e-commerce are central to your sales model.

Product & Commerce
“What will close, renew or convert next?”

Choose Service Business if pipeline, proposals, contracts, bookings, subscriptions, retainers or renewals drive revenue.

Service Business
“We sell both products and services.”

Use both editions. Keep each reporting model clean rather than forcing product and service metrics into one management report.

Compare both editions
Plug-and-play execution

From sample report to management meeting in five steps.

1
Choose the cadenceDaily, weekly, monthly or a formal review period.
2
Replace sample dataUse your own product, client, store, pipeline or revenue figures.
3
Edit the chartsRight-click → Edit Data and replace the illustrative figures.
4
Add management insightExplain what changed, the driver, the risk and recommendation.
5
Close with actionRecord the decision, owner, deadline and next review point.
Frequently asked questions

Sales Reporting Pack FAQ

Do I need both sales editions?

No. Choose the edition that matches your main commercial model. Businesses that sell both products and services can use both without mixing incompatible metrics.

Can the Product & Commerce pack be used for B2B and B2C?

Yes. It includes account/store reporting, B2B pipeline, retail/distribution, D2C and e-commerce views.

Can the Service Business pack work outside consulting?

Yes. Rename fields such as proposal, booking, client and service line to quote, tender, subscription, enrolment, programme, route, contract or another term used in your business.

Are the PowerPoint charts editable?

Yes. Both editions use standalone native PowerPoint charts. Buyers can right-click and use Edit Data without relying on external Excel links.

Is this a CRM or sales software replacement?

No. DMS is a management-reporting system. Use your CRM, ERP, e-commerce platform or source files to provide the underlying data, then use the DMS structure to report and interpret it.

Can I customise the reports for my industry?

Yes. The templates use editable sample content and generic business fields so buyers can adapt the language, products, clients, channels, territories and commercial KPIs.

What does your sales team need to understand better?

Choose the edition that matches the way your business earns revenue. Then use the store landing page to see the full report suite and purchase the right pack.

Explore Product & CommerceExplore Service Business