Daily Sales Report Template

Aggregate daily sales metrics (total revenue, new deals, average deal size) into a Zapier Table, then automatically email a polished summary to your team each morning—no manual spreadsheets required.

Problem It Solves

Many sales teams manually export data from their CRM or e-commerce platform into a spreadsheet each day to calculate revenue, deal counts, and averages. This process is time-consuming, error-prone, and often means the team sees yesterday’s data late in the day. By automating metric collection and report delivery, you ensure everyone gets a consistent, up-to-date snapshot first thing each morning—saving hours and preventing mistakes.

Process Overview

  1. Whenever a new deal or sale closes, Zapier adds a row to your “Daily Metrics” Table with key fields (Deal Value, Close Date).

  2. At a scheduled time each morning, Zapier finds all rows from the previous day.

  3. Zapier calculates total revenue, the number of new deals, and average deal size.

  4. Zapier formats these figures into a clean email (including a simple table or summary).

  5. The report is sent to your designated email list so everyone sees yesterday’s performance first thing.

Key Features & Capabilities

  • Automated Data Collection
    Every closed deal automatically writes a row in your Zapier Table—no manual entry.

  • Daily Aggregation
    At your chosen time, Zapier compiles the previous day’s total revenue, deal count, and average deal size.

  • Polished Email Formatting
    The report is delivered as a neatly formatted email, with optional embedded table or summary bullets.

  • Customizable Metrics
    Adjust which fields you track (e.g., add “New Customers” or “Closed Opportunities”) by editing the Table schema.

  • Reliable Scheduling
    Set the report to run at any hour, so your team sees data when they arrive each morning.

Typical Use Cases

  • Startup Sales Team
    Their CRM closes deals throughout the day. This Zap collects each closed deal into a Table. At 8 AM, everyone receives an email showing yesterday’s total bookings, number of new contracts, and average deal value—helping them plan priorities before daily stand-up.

  • E-Commerce Store
    Every online order writes its revenue and date into the Table. Each morning, the owner sees total sales, number of orders, and average order amount—eliminating the need to log into multiple dashboards.

Prerequisites & Client Responsibilities

  • Sales Data Source
    Connect your CRM or e-commerce platform (e.g., Shopify, Pipedrive, HubSpot) to Zapier so closed deals or orders can trigger new rows.

  • Zapier Tables Access
    Allow us to create a “Daily Metrics” Table with columns for Deal Value (or Order Amount), Close/Order Date, and any additional fields you want to track.

  • Email Account
    Provide a business email (Gmail, Outlook, etc.) for Zapier to send the report.

  • Metric Definitions
    Decide which metrics matter most (e.g., “Total Revenue,” “New Deals,” “Average Deal Size”) so we can map Table columns accordingly.

  • Report Recipients
    Share the list of email addresses that should receive the daily summary.

Pricing

  • One-Time Setup: $300
    (Configure the Table schema, build and test the Zap that collects rows and calculates metrics, and set up the automated email.)

  • Monthly Support: $60/month
    (Ongoing maintenance of Zaps, adjustments if your data source changes, and troubleshooting.)