B2B sales glossary
A daily sales report (DSR) is a short end-of-day summary of a salesperson’s or team’s activity and results — calls, visits, orders, pipeline and next steps.
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DSRs give managers a daily view of what’s happening in the field and catch problems early. Keep them short and consistent: the same fields every day make trends visible and the report quick to fill.
Most teams now generate DSRs from their CRM or calling tool instead of filling spreadsheets by hand.
Columns most teams track, with an example row:
| Field | Example |
|---|---|
| Date / salesperson | 12 Oct · Priya S. |
| Calls made / connected | 42 / 18 |
| Meetings or visits | 3 |
| New leads added | 6 |
| Orders / deals closed | 2 (₹1.8 lakh) |
| Pipeline updates | 1 proposal sent, 1 moved to negotiation |
| Issues / support needed | Pricing approval for Acme |
| Plan for tomorrow | 5 follow-ups, 2 visits |
| Term | In one line |
|---|---|
| Sales Coordinator | A sales coordinator supports the sales team by handling the administration around deals — quotations, orders, schedules, CRM records and communication with operations and customers. |
| Field Sales | Field sales (outside sales) is selling in person — salespeople travel to meet customers at their offices, shops, sites or plants. |
| Territory Sales Officer (TSO) | A territory sales officer (TSO) manages sales in a defined geographic territory — usually by working with distributors and retailers — and is accountable for the territory’s targets. |
| Sales Velocity | Sales velocity = (Number of Opportunities × Average Deal Value × Win Rate) ÷ Sales Cycle Length. |
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Daily sales report.
Activity (calls, visits), outcomes (orders, deals), pipeline changes, issues and the plan for the next day.
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