8 Free Sample Executive Summary Template for Annual Sales

Whether it’s a company that produces dairy products or a manufacturing plant that makes home appliances, sales department is the life blood of the organization. You can understand that this is the department in the company that brings the money in and helps achieve present and future goals and objectives. This is the reason that when there are important or key meetings called in the company, sales managers and executive employees of sales department are asked to present sales report.

Some companies only prepare annual sales reports but most of the time, quarterly sales reports are prepared and presented in the meetings. Besides the actual report that can include several pages from 5-15, there is a short version of the report that is attached with the presentation and it is known as the Executive Summary for Annual Sales. The purpose of creating this executive summary is to make sure not to include anything that is irrelevant for a high profile employee or director of the company and eliminate the irrelevant stuff other than the actual sales numbers and figures.

Guidelines to create Executive Summary for Annual Sales:

  • Understand the key purpose of preparing this report before starting to work on it. You are making this report to show the progress of the sales department and present the numbers in front of the executive employees or partners of the company and the report should reflect such format.
  • Use more numbers and fewer words in the report. As this is a sales report, there should be more talk and discussion about the sales numbers and figures rather than just describing what’s not as important as the numbers.
  • While discussing the facts about the present and past sales figures of the company, use simple language and present the report in simple past and present tenses. Jargons can be used in this report but it’s better not to use if the report will also be presented to people outside of the company.
  • Keep in mind that unlike common employees, executive members and partners of the company usually want to get the idea behind a report or presentation quickly and they don’t like reading an entire paragraph just to see if the company did good or if the sales dropped. You should keep the report very precise and explain only the facts that are important.
  • If you are also going to include suggestions or recommendations about the present or past sales figures of the company, it is better to keep them at the end of the report. Mark each category with a clear and bold heading so the reader can evaluate the paragraph with the heading.
  • If you are talking about the overall progress of the company in the future, it is okay to use words like may be or probably but when it’s about the sales, there are numbers to talk about and the good thing about numbers and figures is that there is no confusion or chance of probability in them.

Free Executive Summary Templates for Annual Sales

Here is preview of This First Sample Executive Summary Template for Annual Sales in MS Word Format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in MS Word format.

Download link for this Sample Executive Summary Template for Annual Sales.

Here is preview of another Sample Executive Summary Template for Annual Sales in PDF Format.

Download link for this Sample Executive Summary Template for Annual Sales.

 

Common Mistakes when writing Executive Summary

The purpose of writing your executive summary report should be clear and cleanly understandable by the Executive or reader. If the purpose is not cleared it would make the summary ambiguous and complex. Try to stick with the purpose of the summary, don’t lack in concentration. Clarity is most important if the message is not conveyed to the reader then the purpose of writing the summary is just wasted. Writing an Executive Summary is a critical task and must be given proper attention in order to get maximum benefit out of it.

  • Some writers include too much information even which is not required. Avoid long wordings this can increase the length of the summary. The reader would not be having much time to read it. Don’t use too many pages, try to use the 10% proportionate formula and keep your summary to 10 % of the original report.  
  • Keep your target audience in mind. Some writes forget about the audience when writing summaries, so this could create great difficulty for the reader to understand the main purpose. By keeping the reader in mind you would be writing ion the same way in which your target audience could understand you.
  • If the writer is failed to build the interest, then the summary would not be having much attention of the reader, and it might be a just page for him having no attraction at all. Make your words speak; write the wording in such an awesome way that your reader feel compulsion to read the whole. The reader wouldn’t be having much time so alert him by your words, don’t let him go! You would be having very little time to sway the reader.
  • Your summary should not be having paragraphs or wording copied from your report. This would waste your time as well and the length of the report would be increased too.
  • Use proper paragraphs cut the information into short sized paragraphs. Well the summary is all about managing the paragraphs so managing the paragraphs is very vital. Divide the page into two or three paragraphs of equal or different lengths. The colors make attractive your summary use colors for your company name and logo which would give a colorful look to your summary. The graphics helps your summary to tell the story visually.
  • Make sure that you have concluded the summary and placed your recommendations. If not then reconsider your summary and do that. Otherwise this could leads to incomplete summary.
  • If the company has not placed its address at the end, then where the investor or the new business partner would contact, so the contact information is important to write.

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