Free daily sales call report template
A plain spreadsheet for tracking each rep’s calls, quotes, orders and follow-ups by day. Download it in Excel or CSV, with filled-in example rows from a sample day.
Samples and orders open January 2027.
Download the template
The Excel file has two tabs: a blank report with 25 rows, and an example filled in from a sample day at a plumbing distributor. No email address needed, and you can change it however you like.
The columns and what goes in each
| Column | What goes in it |
|---|---|
| Date | The day the calls happened |
| Rep | Who took or made the calls |
| Calls taken | Inbound calls the rep answered |
| Calls made | Outbound calls the rep placed |
| Missed calls | Inbound calls to the rep’s line that nobody answered |
| Missed calls returned | How many of those got a call back the same day |
| Quotes given ($) | Total value of prices given on the phone that day |
| Orders booked ($) | Total value of orders entered that day from phone customers |
| Customer | One row per customer who needs a follow-up |
| What they said | The customer’s words, as close as you can get them |
| Deal value ($) | What the follow-up is worth |
| Next step | The one thing someone needs to do |
| Due by | When it needs to happen |
The first eight columns are each rep’s totals for the day. The last five are the follow-ups, one row per customer. Keeping both on one sheet means the manager reads one thing in the morning.
How to fill it in
At the end of each day, each rep fills in their own totals from the phone system and the sales system, then adds a row for every customer who needs a follow-up. The manager reads it the next morning and works the follow-ups from the top.
A few habits make it more useful:
- Write down what the customer actually said. "Comparing your quote with one more bid" tells the manager far more than "price objection."
- Put a dollar figure on every follow-up, even a rough one, so the list can be sorted by what’s at stake.
- Count missed calls from the phone system, not from memory.
- Keep the next step to one action with a day attached.
When a spreadsheet stops working
The template works well for a few reps on a quiet week. It gets harder when the phones are busy, because filling it in takes time at the end of a long day and the numbers depend on everyone remembering. Missed calls and open quotes are usually the first things to slip.
Morning Tally fills in the same report from your phone system and your sales system, reads every call so the customer’s words are exact, and emails it each business-day morning. You can see what that looks like on the sample reports page.
Common questions
Is the template really free?
Yes. Download it, change it and share it however you like.
Can I use it in Google Sheets?
Yes. In Google Sheets choose File, then Import, and upload the Excel or CSV file.
What’s the difference between a call log and a call report?
A call log is the raw list of calls your phone system keeps. A call report is what you make from it: totals by rep, what happened on the calls that mattered and what to do next. The call log reporting page goes into more detail.
How often should a sales call report go out?
Daily for the person running the phones, because follow-ups go stale in a day or two. Weekly or monthly for owners who want the trend.
Get on the January list
Samples and orders open in January 2027. Email us with your company name and phone system, and we’ll put you on the list for the first free sample reports.
Join the January list