Sample Daily Report to Your Manager

ashley-minogue by

When you are one of the first 10 business development reps at a startup, processes and policies are likely few and far between. The lack of bureaucracy is probably one of the reasons why you joined the team. That said, I am willing to bet you don’t have adequate sales ops nor training resources to support you. It is critical then for you to learn ways to effectively self-manage early in your career and in the company’s development so you and the company can achieve your full potential

Below are guidelines you can follow to create a daily email report to show management your progress and to ensure your results are in line with their expectations.

But first, why is this even important?

Before we talk about how to create a performance report to your manager, let’s make sure we are on the same page on why doing so is important. Below are just a few reasons why it’s worth taking 5 minutes at the end of your day to report out on your results:

  1. Personal accountability: You can’t improve what you can’t measure. Reporting out on your results cultivates a personal responsibility to acknowledge your impact each day and will drive you to continuously improve those results.
  1. Senior level visibility: There’s no doubt about it, visibility is important for career development. If you are a part of a fast growing company, one downside of employee growth can be decreasing interactions with senior management. Providing a quick and clear recap of your impact at your boss’s fingertips makes it that much easier for your results to get communicated upwards.
  1. Build your resume: Knowing your impact and activity metrics inside and out will not only behoove you at your current organization, but also at your future career. You never know when your next formal (or informal) interview will be – being able to confidently rattle off your impact will benefit you.

Report Guidelines

Create a simple report to email your manager daily with your KPIs. Use the same format daily so it is easy for your manager to digest. We recommend including trailing 5 business days to showcase trends. Use this as a starting point, and collect feedback from your manager on how to improve it!


Call outs to Include

Be sure to include insights on trends that are out of the ordinary. This can include successes, impediments you want to put on your manager’s radar or areas where you need their help. Remember to keep this section simple and short – no more than 3 bullets. Highlight any information that requires action from them and in no time you’ll be moving up the sales career ladder.

What comes next?

Are you a part of a team that is building the outbound lead pipeline for the first time? If so, check out our free eBook: Get More Customers! How to Build an Outbound B2B Lead Generation Team that Drives Sales, which provides a detailed overview of B2B lead generation and how to create an effective B2B lead generation machine.

Download this free eBook and learn how to:

  • Understand what outbound lead generation is and why it’s important
  • Recognize the components of a successful outbound generation implementation
  • Build an effective and sustainable compensation plan
  • Improve your outbound approach and process
  • Explore the various technologies available to sales managers and how to utilize them effectively to manage the outbound lead generation process
  • Hi,
    The topic of this article is Sales Management, not Marketing.
    There is no need to send such sales report via email, there is ton of CRM systems, which shows to the sales manager activity of his sales reps.