MIS report format, free in Excel and Sheets
An MIS report format on two sheets — the selling read and the operations read — free in Excel and Google Sheets, with the ten numbers worth tracking.
The files, first
Free and ungated: an MIS report format with a filled sample — a realistic trade week — and a blank version.
The sales MIS report the sample shows is deliberately small; the restraint is the design, and the anatomy explains it.
What an MIS report format must contain
Two sheets, one page each.
The selling sheet
Enquiries this week and their sources · conversions · estimates sent · follow-ups due and kept · sales by person.
The operations sheet
Orders by stage · anything stuck past its normal time · dispatches made · receipts pending.
Ten numbers, well chosen, beat forty; the blank file ships with exactly ten and room you will be tempted to fill. Resist for a month first.
One page per sheet
An MIS that scrolls is an MIS nobody reads. The constraint is the discipline.
The same cells every week
Comparability is the entire point. A report redesigned monthly compares with nothing.
A number-owner row
Each figure carries the name that brings it — so a question has somewhere to go.
MIS report format in Excel
The Excel version holds week-on-week columns so the month reads as a trend, not a snapshot — with the two sheets bound in one file.
MIS report in Google Sheets
The Sheets version opens as your own copy — the Monday page readable on any phone, filled from anywhere, one link for everyone who brings a number.
A version for your trade, free
A channel business's MIS reads differently from a showroom's — tell us which you run and a fitted format arrives on your email and WhatsApp.
Where the format runs out
The format's honest cost is the compiling: somebody assembles these numbers every week from registers written for other purposes, and that assembling is where MIS habits die.
Reports that stand ready as side-effects of the day's own records — nothing compiled, both reads waiting on Monday — are the other way, and the implementation practice has its own guide:
Take the format either way — and see Monday standing ready at a demo.
Ask for a demo