Definition
A daily sales report (DSR) is a salesperson's end-of-day record of the customers they visited or called, what was discussed and what happens next.
What is a daily sales report used for?
Field sales managers use daily sales reports to see coverage (who was visited), quality (what came out of each meeting) and follow-through (whether promised next steps happen). A good report is structured rather than free text: customer, project, purpose, people met, outcome, next action and a follow-up date.
Example: a sales engineer logs four site visits, a request to quote USD 20,000 of chillers and a follow-up call due on Tuesday.
Without a follow-up date, promises made in meetings are easily forgotten. For a format you can copy, see the daily sales report: a field sales manager’s guide.