All Things Admin: Monthly Sales Report Procedure Sample

Nov 4, 2020 | Procedures

Become a Procedures Pro!

We’re celebrating the 3-year anniversary of Become a Procedures Pro® by sharing sample procedures with you. Administrative procedures tools and training have been one of our most popular product lines, so this week we are giving you a peek into the All Things Admin team’s Administrative Procedures Binder archive.

Today’s featured procedure: Monthly Sales Report


What is it for? This report was run once a month from our online shopping cart to show us the sales from our training and products.

A few insights that may help you with your procedures development:

  • It includes a few simple screenshots from the website with key locations circled in red, so it’s obvious what the person using it needs to look for to accomplish the task.
  • We include exactly how to format the document for layout, fonts, and final printing.
  • It includes a screenshot of the finished product, so the person using it has a visual of how it should look in final format.

All procedures should include some combination of the following:

  • Title of the procedure
  • Who created it
  • Header with procedure title so all additional pages are clearly identified
  • Footer with your company name and page number
  • Who to contact if the person using it has a question

Do you have any daily, weekly, or monthly reports that you handle? Do you have a documented procedure someone could follow to accomplish the task if you weren’t available?  If so, awesome! If not, use this as a model to follow as you get your monthly sales report procedure created today!

Share your ideas and progress with us on FacebookTwitter, and LinkedIn.

Need help getting your procedures created? Here are several ways we can help!

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