Sales & Marketing Management

Example of a Weekly Activity Summary

Weekly Activity Summary

Sales territory

Sales achieved Week of ____

Customer Product/job Job location $ Value

Job quoted/quoting

Prospects identified

A. Complaints, problems & solutions

B. Competitive activity

C. Administration problems & solutions

D: New product/promotional ideas

Provide the sales manager a monthly report on the progress with target
prospects and special projects. Discuss this report regularly.