Todo- List Execution
1.1 Define the Purpose of the Sales Reports
- Conduct stakeholder interviews to determine their needs and goals for the reports
- Conduct a brainstorming session to identify the goals and objectives of the reports
- Develop a project plan that outlines the tasks, timelines, and resources needed to complete the reports
1.2 Determine the Metrics to Include in the Reports
- Review the sales data to identify the most important metrics
- Define the calculation methods for each metric
- Create a dashboard or spreadsheet to track the metrics
- Ensure the metrics are updated regularly
1.3 Decide on the Format and Structure of the Reports
- Choose a format that is appropriate for the audience and goals of the reports
- Develop a visual design for the reports that aligns with the brand and messaging
- Create a template for the reports that can be used for future reports
1.4 Identify the Sources of Data for the Reports
- Determine the sources of data for the reports
- Develop a data collection process that ensures data is accurate and up-to-date
- Establish a data quality control process to identify and address data gaps or issues
1.5 Determine the Frequency of the Reports
- Determine the frequency of the reports based on stakeholder needs and goals
- Create a reporting schedule and communicate it to stakeholders
- Ensure the reports are delivered on