Asset Management Company – Monthly Sales Performance Report Template

Monitor your Asset Management Company’s (AMC) overall monthly sales performance and analyze the performance vis-à-vis the entire industry. This report provides more than just a summary of relevant data. It gives you analysis and insights around monthly figures related to overall sales based on branch, investment category, distributor, and industry performance. The inclusion of analyses and recommended actions in the report can help close any communication gap between analysts, executives, and decision makers who need thorough information to make strategic decisions. This report saves time, provides clear communication, and drives business goals in the right direction.

Intended audience: The AMC Monthly Sales Performance report is meant for the CEO, Fund Managers, and Heads of Divisions.

Focus metrics: Overall Sales Performance, Branch Performance, Distributor Performance, Industry Sales v/s Branch Sales, Category-Wise Sales.

When to use: Use this report to show leaders high-level Fund Sales information they need without overwhelming them with unnecessary details.

The template supports visual dashboards with relevant analytics written in natural-language summaries to provide data-driven insights for your team. 

To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.