📊 OVERVIEW
An editable Excel template designed to track quarterly sales by product and customer, with auto-calculated totals and summary views. Includes modular breakdowns for product-level and customer-level performance—ideal for sales teams, finance leads, and client-facing reporting.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📋 Detailed sales data by product, customer, and quarter
• 📈 Summary views by product and by customer with auto-calculated totals
• 🧮 Grand total logic for full-period sales performance
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal sales tracking across products, customers, and quarters
• Client-facing documentation of sales performance and account activity
• Governance and audit preparation using structured sales logic
• Reusable format for multi-period and multi-segment environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for sales tracking, customer segmentation, and quarterly reporting
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
