Sample Daily Report to Your Manager

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When you are one of the first 10 business development reps at a startup, processes and policies are likely few and far between. The lack of bureaucracy is probably one of the reasons why you joined the team. That said, I am willing to bet you don’t have adequate sales ops nor training resources to support you. It is critical then for you to learn ways to effectively self-manage early in your career and in the company’s development so you and the company can achieve your full potential.

Below are guidelines you can follow to create a daily email report to show management your progress and to ensure your results are in line with their expectations.

But first, why is this even important?

Before we talk about how to create a performance report to your manager, let’s make sure we are on the same page on why doing so is important. Below are just a few reasons why it’s worth taking 5 minutes at the end of your day to report out on your results:

  1. Personal accountability: You can’t improve what you can’t measure. Reporting out on your results cultivates a personal responsibility to acknowledge your impact each day and will drive you to continuously improve those results.
  1. Senior level visibility: There’s no doubt about it, visibility is important for career development. If you are a part of a fast growing company, one downside of employee growth can be decreasing interactions with senior management. Providing a quick and clear recap of your impact at your boss’s fingertips makes it that much easier for your results to get communicated upwards.
  1. Build your resume: Knowing your impact and activity metrics inside and out will not only behoove you at your current organization, but also at your future career. You never know when your next formal (or informal) interview will be – being able to confidently rattle off your impact will benefit you.

Report Guidelines

Create a simple report to email your manager daily with your KPIs. Use the same format daily so it is easy for your manager to digest. We recommend including trailing 5 business days to showcase trends. Use this as a starting point, and collect feedback from your manager on how to improve it!

Results

Call outs to Include

Be sure to include insights on trends that are out of the ordinary. This can include successes, impediments you want to put on your manager’s radar or areas where you need their help. Remember to keep this section simple and short – no more than 3 bullets. Highlight any information that requires action from them and in no time you’ll be moving up the sales career ladder.

What comes next?

Are you a part of a team that is building the outbound lead pipeline for the first time? If so, check out our free eBook: Get More Customers! How to Build an Outbound B2B Lead Generation Team that Drives Sales, which provides a detailed overview of B2B lead generation and how to create an effective B2B lead generation machine.

Download this free eBook and learn how to:

  • Understand what outbound lead generation is and why it’s important
  • Recognize the components of a successful outbound generation implementation
  • Build an effective and sustainable compensation plan
  • Improve your outbound approach and process
  • Explore the various technologies available to sales managers and how to utilize them effectively to manage the outbound lead generation process
Ashley Murphy
Ashley Murphy
Senior Director of Growth

Ashley is Senior Director of Growth on OpenView's Expansion team. She helps OpenView’s portfolio companies achieve repeatable scale via marketing, sales and pricing strategy optimization. Most frequently, she partners with the portfolio on projects related to improving lead funnel conversion, customer segmentation, sales process, pricing and demand gen. Prior to joining OpenView, Ashley was the Senior Manager of B2B Strategy & Analytics at Wayfair.com. Her efforts spanned marketing, BDR optimization & funnel analytics to help the B2B business grow by 9x in just a few years. Before Wayfair.com, Ashley worked as a consultant for Simon-Kucher & Partners, the global marketing and strategy consulting firm known as the world leader in pricing.
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