Buy Now

Daily Call Report 

Excel Template

Our Daily Call Report Excel Template is designed for sales and account management teams to log call data made in day-to-day operations. It can also monitor the total number of hours spent on calls according to date, call receiver, and client.
 
Unlock Access
Video Poster Image

What's Inside the Daily Call Report Template?

Details | 3 Sheets 

Supported Versions | Excel 2007, 2010, 2013, 2016, 2019, Office 365 (Mac)

Category | Sales

Tags | Account Management, Customer Service, Cold-Calling, Customer Contact

Why Professionals Choose Simple Sheets

It's simple. Access to the largest library of premium Excel Templates, plus world-class training.

100+ Professional Excel Templates

Optimized for use with Excel. Solve Excel problems in minutes, not hours.

Buy Now

World-Class Excel University

With our university, you'll learn how we make templates & how to make your own.

Explore Catalog

How-To Videos

Each template comes with a guide to use it along with how-to videos that show how it works.

Buy Now

Inside Our Daily Call Report

Excel Template

Easily add call data to the Call Logs sheet of our Daily Call Report Excel Template. Data slicers allow you to filter and add new reports everyday.

Software to track sales team costs thousands. Save time & money with this easy to use template.

Smile and Dial.

If you’ve worked in sales (or customer service), you know exactly what this phrase means. No matter how difficult the last call was, a new call awaits.

Contrary to popular belief, cold-calling and sales outreach is far from dead. It’s still a proven lead-generation method when efforts are targeted and processes for follow up are implemented.

High volume sales teams are the definition of ‘it’s a numbers game,’ making dozens of calls a day looking to strike up conversation with a decision maker. Managing that process is a different story.

That’s why we created the Daily Call Report template for Excel. The template is geared towards bootstrapped and small sales teams as well as customer service teams looking to streamline, measure and analyze the effectiveness of their outreach and inbound methods. Our customization instructions allow you to format the template per your requirements.

Even if you don’t know a thing about spreadsheets or Excel, you will have no problem navigating this template. Simply, start adding calls to your call log. You can edit and add information such as a call number, date, receiver (contact), client, time start, time end, duration of call, contact number, reason for call and additional notes.

From this tab you can filter by the receiver, client and see historical Daily Call Reports.

The Call Stats sheet of our Daily Call Report Template helps you analyze call data by day, month, salesperson and client. Charts and graphs update automatically based on your filter criteria.

Last and final business quote: You can’t manage what you don’t measure. That’s why we put such an emphasis on the reporting features of all of our templates, but especially this one. The Call Stats tab auto populates a graph for monthly call durations and client call duration. As with the first tab, you can filter by date and see how your numbers have changed over a period of time.

Other templates you might like: our Sales Management and CRM Template.

More Sales Templates For You

Simple Pricing for Full Access

Unlock full access to the entire library for one low price.

Limited

$49

(no bundle savings)

  • 45+ Customizable Excel Templates
  • One User
  • One-Time Payment
BUY NOW

Premium + University

$199

($699 bundle savings)

  • Full Access to Excel University ($399 bundle savings)
  • 100+ Customizable Excel Template
  • Personal Membership Portal
  • Excel, PowerPoint, & Word 101 Courses ($199 bundle savings)
  • Two Users
  • One-Time Payment
BUY NOW

Premium

$99

($299 bundle savings)

  • 100+ Customizable Excel Templates
  • Excel, PowerPoint & Word 101 Courses ($199 bundle savings)
  • One User
  • One-Time Payment
BUY NOW