Looker Studio Sales Report Template for a Small Business
Plan a simple sales report from a spreadsheet or shop export.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan a sales report in Looker Studio. Data source and columns: [DATA_SOURCE]. Questions the owner asks: [QUESTIONS]. Time periods: [PERIODS]. Design the page: date control, scorecards (revenue, orders, average order value, units), a trend line, top products and customers as tables or bars, and a region or channel breakdown, with comparison to the previous period and a note on data currency. Field list with formulas in words: revenue is the sum of order totals; orders is the count of distinct order IDs; average order value is revenue divided by orders (18,000 revenue from 240 orders is 75); repeat rate is customers with more than one order divided by customers. Add three filters (date range, channel, product category) and a note on which orders are included (paid only, excluding refunds). Define every metric on the report. Test: compare totals for one week with the source, check a single order by ID, and check that changing a filter changes all charts as expected. Mark feature names [VERIFY].
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