--- title: "Daily sales reports your managers can actually use" description: "1flux is daily sales report software for field teams: log visits and people met, lock each report on post and turn every follow-up into a calendar task." url: https://1flux.ai/products/crm/daily-updates last_updated: 2026-10-11 --- [Part of 1flux CRM](https://1flux.ai/products/crm) # Daily sales reports your managers can actually use 1flux CRM is daily sales report software for field sales teams: log each day's visits and people met, lock the report on post and let follow-ups land on the calendar. ## In short 1flux CRM gives every field salesperson one structured daily sales report per day. They log each visit with the company, project, people met, purpose, outcome and next action, or record why there were no visits. Posting locks the report, and every visit with a follow-up date becomes a task on their calendar. Managers open Team & patterns to see who posted, who didn't and what the team is hearing from customers. One report a day: each visit with its company, people met, outcome and next action. Sound familiar? ## Why do visit reports go missing? Field sales managers know the routine. Visit reports arrive in a group chat late in the evening, if they arrive at all, and every salesman has his own format. - “I can't see who hasn't reported until I start asking.” - “Reports get changed after I've read them.” - “Follow-ups promised in a meeting are forgotten by next week.” - “I have no idea which products customers keep asking about.” The report ## What does 1flux daily sales report software capture? A [daily sales report](https://1flux.ai/glossary/daily-sales-report) in 1flux is one record per salesperson per calendar date, and the database won’t accept a second. The salesperson picks the report date and answers **What kind of day is this?** with **Visits** or **No visits**. | Part of the visit | What the salesperson records | | ----------------- | ------------------------------------------------------------------------------------------------------------ | | Company | An existing company, or a candidate company stored on this report only | | Project | One of the company’s projects, or free text for a candidate. Picking a project fills in the country and city | | Where | Country, city and a location name (“Office, site, or showroom”) | | When | Start time, and an optional end time | | What happened | Purpose of meeting, product interest, outcome and brief notes | | What’s next | Next action and an optional follow-up date | | People met | Existing contacts, a name for this visit only or a new contact added on the spot | - **Limits:** up to 30 visits a day and 12 people per visit. - **No visits:** a **Reason for no visit** from your list, plus a **Work summary**. - **New contacts:** **Add contact** creates a real contact (name, job title, email, phone) linked to the company. It never creates a company, so prospects don’t clutter your customer list. Locked on post ## Why does a posted report lock? So that what a manager reads is what was reported on the day. Each 1flux report moves through **Save draft**, **Review** and **Post**. Once posted, it shows “This update is locked and can no longer be edited”, and the server enforces the lock. - Drafts are private to their author and can be discarded. - Future dates are blocked. - A **How far back** window sets how many days late a report can be filed: 0 to 90 days, with 7 as the default and 0 meaning today only. 1. Save draft (Private to you). 2. Review (Check every visit). 3. Post (Counts in Team & patterns). 4. Locked (Can no longer be edited). Draft, review, post: once posted, the report can no longer be edited. Follow-ups ## How do follow-ups become calendar tasks? Automatically, when the report is posted. Every visit with both a next action and a follow-up date creates a task for the salesperson, titled “{Next action} · {Company}” and due at 23:59 on the follow-up date in your workspace’s time zone. - The task links to the company, the project and the contacts met. - It appears on the 1flux calendar, and the salesperson sees “A follow-up task was added to your calendar.” - It’s an ordinary task, so the usual due-soon and overdue reminders apply. See [tasks](https://1flux.ai/products/tasks). A visit’s follow-up lands on the calendar as a task, beside meetings and reminders. Team & patterns ## What does Team & patterns show a manager? **Team & patterns** is the manager’s view of daily reports, by **Day**, **Week** (Monday to Sunday) or **Month**. Managers see themselves and everyone below them in the reporting line; admins see everyone. - **Tiles:** Coverage, Not posted, Visits and Follow-ups. - **Day view:** Not posted and Posted cards, so gaps are obvious by mid-morning. - **Week and Month views:** a **Who posted** table with Person, Posted, Missing, Visits and Days missing. - **Eight pattern charts:** companies visited, purpose of meeting, days left blank, no-visit reasons, product interest, outcomes, next actions and cities. - **Pattern sentences:** up to three plain-language observations, written by fixed rules. Only posted reports count, which gives salespeople a reason to post on time. Team & patterns: who posted this week, who didn’t, and what the team is discussing. Settings ## Can you rename the report and change its lists? Yes. Admins set both under Update settings. The module is called **Updates** by default, and you can rename it, for example to “Daily Sales Report” or “Visit Report”, in up to 40 characters. The sidebar, page title and command palette (“Log a {name}”) all follow. | List | Seeded options (edit, reorder or archive them) | | ------------------- | -------------------------------------------------------------------------------------------- | | Purpose of meeting | Introduction, Follow-up, Negotiation, Site visit, Collection | | Next action | Send quotation, Schedule a follow-up, Send samples, Wait for the customer, No further action | | Reason for no visit | Office work, Leave, Travel, Public holiday, Internal meeting | - **Product interest** and **Outcome** can each be a list or free text. - Archiving an option doesn’t rewrite history: posted reports keep their original labels. Search ## Can you search past reports? Yes. The 1flux reports feed filters by **Today**, **All** or **Mine** and by date. **Search updates…** looks across authors, summaries, companies, candidate companies, projects, locations, notes, purposes, cities and people met. Every posted report in one feed, searchable by company, project, city or person met. On a phone ## Does the daily sales report work on a phone? Yes. 1flux works in any phone or tablet browser, with nothing to install, so salespeople file the day’s report wherever they are. The layout adapts to small screens with drawer navigation, and follow-up tasks land on the same calendar they use on a laptop. The same report in a phone's browser, with nothing to install. How it works ## How does a reporting day work? From the lists an admin sets up to the manager's weekly review. 1. ### Set up the lists And the module name, in Update settings. 2. ### Log the day Each salesperson adds visits, or picks No visits with a reason. 3. ### Review and post Before the How far back window closes. The report locks. 4. ### Follow up Tasks appear on the calendar for every next action with a date. 5. ### Review the team In Team & patterns, by day, week or month. One flow ## Connected to the rest of 1flux Daily sales reports are part of 1flux CRM, so every visit points at real contacts, projects and tasks. 1. Daily sales reports Visit names the project 2. [Projects](https://1flux.ai/products/crm/projects) Follow-up → task 3. [Tasks](https://1flux.ai/products/tasks) Collection visits 4. [Collections](https://1flux.ai/products/crm/collections-forecast) - **Contacts:** people met can be added as real contacts, linked to the company. - **Projects:** visits can name a project, which fills in its location. See [projects](https://1flux.ai/products/crm/projects). - **Tasks and calendar:** follow-ups become tasks on the shared calendar. See [calendar, notes and notifications](https://1flux.ai/platform/collaboration). - **Collections:** “Collection” is a seeded visit purpose, so collection visits sit alongside the [collections forecast](https://1flux.ai/products/crm/collections-forecast). Daily sales reports are part of [1flux CRM](https://1flux.ai/products/crm). Who it's for ## Who uses daily sales reports? - ### [Field sales managers](https://1flux.ai/products/crm) Know who visited whom, and who didn't report. - ### Salespeople One quick form a day instead of a long message. - ### Sales heads and owners See which products customers keep asking about. [Read the daily sales report guide](https://1flux.ai/blog/daily-sales-report-guide) FAQ ## Questions, answered Still deciding? [Talk to sales](https://1flux.ai/contact) ### What is daily sales report software? 1flux CRM is daily sales report software: it lets field salespeople log each day's customer visits in a fixed structure that managers can review and compare. Each salesperson files one report per day with every visit's company, project, people met, purpose, outcome and next action. Posting locks it, and managers see coverage and patterns in Team & patterns. ### What happens when a salesperson posts a report? 1flux locks a posted daily sales report and shows "This update is locked and can no longer be edited". The server enforces the lock, so the report a manager reads is the one filed on the day. Before posting, salespeople can save a private draft, review it and discard it if needed. ### Can salespeople file daily reports from a phone? Yes. 1flux works in any phone or tablet browser, with nothing to install, and the layout adapts to small screens with drawer navigation. Salespeople open 1flux on their phone, fill in the day's visits and post the report there. Follow-up tasks appear on the same calendar they use on a laptop. ### Can managers see who hasn't posted their report? Yes. Team & patterns in 1flux shows a Not posted tile and, in the Day view, separate Not posted and Posted cards. Week and Month views add a Who posted table with each person's posted days, missing days and visits. Only posted reports count, which gives salespeople a reason to post on time. ### Can we rename "Updates" to "Daily Sales Report"? Yes. Admins rename the module in Update settings, in up to 40 characters, and the sidebar, page title and command palette use the new name. The same settings page holds the lists for purpose of meeting, next action and reasons for no visit, and switches product interest and outcome between a list and free text. ### Can salespeople log visits to new prospects? Yes. A salesperson can log a visit to a candidate company, which is stored on that report only, so prospects don't clutter your companies list. Visits to existing companies can name one of the company's projects. If the salesperson meets someone new, Add contact creates a real contact linked to an existing company. Related ## Keep exploring ### [1flux CRM](https://1flux.ai/products/crm) Companies, deals, projects, daily sales reports and collections, on one customer record. ### [Projects](https://1flux.ai/products/crm/projects) Every site, building or tender you sell into, by scope and city. ### [Collections forecast](https://1flux.ai/products/crm/collections-forecast) Each salesperson commits to this month's collections and tracks Hit %. ### [Tasks](https://1flux.ai/products/tasks) Typed tasks with their own stages, linked to deals, projects and quotations. ### [Collaboration](https://1flux.ai/platform/collaboration) A shared calendar, notes on records, a company document library and notifications, inside 1flux. ### [The daily sales report: a field sales manager's guide](https://1flux.ai/blog/daily-sales-report-guide) What a B2B daily sales report should capture, a format to copy and how managers turn reports into follow-ups. Last updated 11 October 2026