15 Best Apps To Generate Daily & Monthly Sales Reports

If you’re running a business, you know how important it is to understand your sales data clearly. Daily and monthly sales reporting can really help you stay ahead in today’s competitive marketplace. 

These reporting tools give you a clearer picture of how things are going with your sales. You’ll be able to see revenue trends, understand your customers better, and track how your team is performing. 

Daily sales reporting works wonderfully when you want to keep everything running smoothly and effectively. You could look into options like HubSpot, Salesforce, Zoho CRM, Pipedrive, and Monday.com, and each one has some great features to offer. 

If you’re trying to figure out the best apps to generate daily & monthly sales reports for your needs, we’ve put together this helpful list of apps that really deliver when it comes to sales reporting.

What Is a Daily And Monthly Sales Reporting App?

A daily and monthly sales reporting app automates sales data collection and analysis. This digital solution transforms raw sales information into actionable business insights. 

The platform monitors revenue trends and tracks key performance indicators effectively. Organizations can evaluate sales team effectiveness through comprehensive real-time data visualization. 

Customizable dashboards display critical metrics, including conversion rates and pipeline velocity. The application provides both detailed daily snapshots and comprehensive monthly overviews. Sales managers gain data-driven decision-making capabilities for strategic business planning. 

Why Does Your Business Need Daily Sales Reports?

Daily sales reports provide real-time visibility into your performance metrics.

1. Real-Time Performance Monitoring

Daily reports deliver immediate insights into your sales activities and revenue generation. You can quickly identify performance gaps, and capitalize on emerging opportunities before they disappear.

2. Enhanced Team Accountability

Regular reporting creates transparency across your sales organization and individual performance tracking. Your sales representatives stay focused on daily targets while you can provide timely coaching and support interventions.

3. Improved Forecasting Accuracy

Consistent daily data collection offers more precise revenue predictions and trend analysis. You can make confident strategic decisions based on your current market conditions and sales trajectory patterns.

4. Strategic Resource Optimization

Daily insights reveal which products, territories, and strategies generate maximum returns for you. You can reallocate resources immediately to high-performing areas while addressing your underperforming segments with targeted interventions.

15 Best Apps To Generate Daily & Monthly Sales Reports

1. Daily Sales Record 

Specifications

• G2 Rating: 5.0/5.0
• Pricing: Free mobile app (iOS and Android); in-app purchases may apply
• Best for: Solo sellers, startups, and small businesses seeking streamlined, on-device sales reporting
• Reporting Highlights: Daily/weekly/monthly summaries, exportable reports, and visual charts for performance insights

Daily Sales Record is designed for entrepreneurs and small businesses that want a simple, reliable way to track sales. 

The app makes it easy to manage customers, update products, and log daily transactions from any device. Invoices can be created and shared in just a few taps, while real-time low-stock alerts ensure inventory is always under control. 

Reporting is clear and practical, offering daily, weekly, and monthly insights without unnecessary complexity. By reducing administrative tasks, the app helps business owners stay focused on selling and growth.

Key Features

• Customer Management: Maintain a centralized database of customer information, including images and contact details, accessible across devices.
• Product & Inventory Control: Keep product lists updated effortlessly, with automatic alerts when inventory levels fall below set thresholds.
• Invoice Generation: Create and send professional invoices instantly, without requiring technical expertise.
• Sales Archive: Access historical sales records by date, ensuring no transaction is ever lost.
• Multi-Outlet Representative Tracking: Assign sales representatives and monitor performance across multiple shops or locations.
• Report Exports: Generate detailed sales reports and export them in PDF, Excel, or text formats for easy sharing.

2. Pipedrive

Specification

• G2 Rating: 4.2/5
• Pricing: Starts at $14.90/user/month
• Best for: Small to mid-size teams that want a clear visual pipeline
• Reporting Highlights: Custom dashboards, pipeline metrics, visual reports, and real-time KPI tracking

Pipedrive makes your sales pipeline simple and powerful. You see every deal clearly, then act fast without confusion. 

Colored cues guide you to urgent deals, so nothing slips through. Automation cuts repetitive work, and this lets you focus only on closing. Insights give you actionable data, turning numbers into clear direction. 

Key Features

• Pipeline Management: Move deals across custom stages with a drag-and-drop flow that keeps your process visual.
• Recurring Revenue Tracking: Track subscriptions and repeat buyers so you never lose sight of steady income.
• Lead Generation Chatbot: Chat with site visitors instantly, capture details, and grow your lead pool around the clock.
• Task Management: Organize daily sales tasks in one place to keep your focus sharp and time structured.
• Invoice and Billing: Send invoices directly into your finance apps and keep sales tied to revenue.
• Lead Qualification: Score and assign leads fast, so your team spends time only on high-value prospects.

3. HubSpot Sales Hub

Specification

• G2 Rating: 4.4/5
• Pricing: Free plan available; Paid starts at $15/user/month
• Best for: Growing teams that want AI-driven sales acceleration
• Reporting Highlights: Sales dashboards, AI forecasting, conversation intelligence, pipeline analytics
  

HubSpot Sales Hub turns complex selling into a guided journey. You gain AI tools that tell you who to reach, what to say, and when to act. The system prioritizes high-value leads, so your pipeline always moves forward. Forecasting feels precise with AI projections, giving you clear revenue visibility. 

Your reps work smarter with built-in coaching and guided selling. With HubSpot, you don’t just track deals, you close them faster and more confidently.

Key Features

• Prospecting Agent: Identify and prioritize quality leads with AI-powered research.
• Sales Automation: Automate outreach across multiple channels to save time.
• Call Tracking: Log calls, drop voicemails, and use a power dialer to stay efficient.
• Document Tracking: Share content with prospects and see which files drive conversions.
• Playbooks: Equip your team with sales scripts, competitor guides, and positioning tips.
• CPQ Software: Configure, price, and quote from one platform to speed up deals.

4. Salesforce Analytics

Specification

• G2 Rating: 4.3/5
• Pricing: Starts at $25/user/month (Starter Suite); higher tiers available
• Best for: Enterprises and scaling companies needing deep CRM and analytics power
• Reporting Highlights: Tableau-powered analytics, pipeline forecasting, revenue dashboards, real-time sales data

Salesforce Sales Cloud transforms how you sell from pipeline to paycheck. You gain AI-driven insights that reveal the right leads, next steps, and revenue projections. Automation clears admin work, so your team closes deals faster. 

Integrated analytics turn raw data into accurate forecasts and revenue intelligence. With Sales Cloud, your sellers, managers, and partners stay connected on one platform. 

Key Features

• Sales AI: Use AI grounded in your CRM data to prioritize actions and prospects.
• Revenue Intelligence: Get actionable insights across the sales cycle to improve win rates.
• CPQ & Revenue Lifecycle: Configure, price, quote, and manage contracts and billing in one flow.
• Sales Performance Management: Manage quotas, territories, and incentives to maximize productivity.
• Partner Relationship Management: Drive channel growth by managing resellers, brokers, and distributors.
• Sales Programs: Boost efficiency with enablement content delivered directly in the workflow.

5. Zoho Analytics

Specification

• G2 Rating: 4.4/5
• Pricing: Starts at $24/month (2 users); scales with usage
• Best for: Teams needing flexible, visual sales reporting across multiple CRMs
• Reporting Highlights: Win-loss analysis, AI-powered insights, sales forecasting, interactive dashboards
  

Zoho Analytics turns raw sales data into clear insights you can act on fast. You connect data from CRMs like Salesforce, HubSpot, or Zoho CRM, then watch trends and opportunities appear through interactive dashboards. 

Win-loss analysis shows where deals slip, so you fix problems quickly. AI insights reveal hidden patterns that drive smarter decisions. With Zoho, you measure rep performance, track forecasts, and visualize growth, all without complex setup or heavy tools.

Key Features

• Pre-Built Dashboards: Access 75+ ready-made reports that give instant visibility into sales performance.
• Trend Identification: Track patterns, outliers, and growth signals to guide sales decisions.
• Data Alerts: Get notified right away when key performance numbers change.
• CRM Integrations: Connect easily with Salesforce, HubSpot, Microsoft Dynamics, and other CRMs.
• Collaboration Tools: Share dashboards and reports to keep your team aligned.
• White-Label Options: Offer analytics in your own brand with customizable deployment.

6. NetSuite CRM

Specification

• G2 Rating: 4.1/5
• Pricing: Annual license fee (core platform + modules + users) with one-time setup cost
• Best for: Mid-size and enterprise companies needing unified sales and financial visibility
• Reporting Highlights: Real-time dashboards, integrated financials, customizable sales forecasts

NetSuite Sales Force Automation gives your team one connected system for every sales activity. You track opportunities, quotes, and renewals with precision, all tied directly to orders and commissions. 

Real-time dashboards give managers full visibility into pipeline health and forecasts. Your reps gain instant access to contracts, inventory, and account history, so they set expectations with confidence. 

Key Features

• Opportunity Management: Manage deals with standardized workflows, complete activity history, and clear revenue tracking.
• Quote Management: Generate accurate quotes with tax, shipping, and discount rules applied automatically.
• Sales Forecasting: Gain predictable forecasts with live updates pulled directly from financial data.
• Incentive Compensation: Track quotas and automate commission payouts at month- or quarter-end.
• Contract Renewals: Streamline renewals and keep customer commitments visible in one dashboard.
• Item Recommendations: Suggest upsell or cross-sell items using intelligent product suggestions.

7. Phocus

Specification

• G2 Rating: 4.6/5
• Pricing: Custom pricing based on company size and modules
• Best for: Mid-size businesses needing user-friendly analytics and forecasting
• Reporting Highlights: Visual dashboards, custom forecasts, drill-down analytics, and automated reporting
  

Phocas Analytics makes sales reporting simple, visual, and fast. Your team gets real-time access to numbers that matter, turning raw data into clear dashboards and reports. Forecasting is accurate and flexible, with options to drill into products, reps, or regions. 

Managers track performance daily, so adjustments happen quickly. Reps use data in conversations with customers, building credibility and trust. With Phocas, you replace gut feel with concrete insights that drive measurable growth.

Key Features

• Sales Dashboards: Visualize sales trends and performance with intuitive charts and scorecards.
• Custom Forecasting: Build forecasts by rep, region, product, or customer segment.
• Performance Tracking: Monitor rep, product, and territory results to find underperformance.
• Self-Serve Reporting: Generate and customize reports without relying on technical teams.
• Data Drill-Down: Explore sales at a detailed level to spot gaps and opportunities.
• Report Automation: Schedule and distribute reports to keep teams updated.

8. Zendesk Sell

Specification

• G2 Rating: 4.2/5
• Pricing: Starts at $19/user/month (Team plan)
• Best for: Small to mid-size teams that want fast setup and strong customer context
• Reporting Highlights: Advanced forecasting, analytics, and pipeline tracking

Zendesk Sell gives your sales team clarity and speed. You see your entire pipeline in real time, so forecasts stay accurate and deals move forward. Reps save hours with automation that clears busy work and keeps activity on track. 

Customer context is always visible, making every conversation personal and timely. The platform is simple to set up, quick to learn, and integrates with your existing tools. With Zendesk Sell, you close more with less effort.

Key Features

• Pipeline Visibility: Monitor deals and forecasts in real time to avoid quarter-end surprises.
• Contact & Deal Management: Organize leads, accounts, and activities in one central system.
• Task Automation: Automate triggers and reminders to keep sales moving smoothly.
• Mobile App: Manage deals anywhere with full mobile functionality and geolocation tools.
• Custom Objects: Tailor data with Sunshine platform objects for leads, contacts, and deals.
• Integrations: Extend functionality by connecting top apps and APIs into your workflow

9. Bigin by Zoho CRM

Bigin is designed for small businesses that want sales clarity without complexity. You manage contacts, deals, and tasks in a streamlined platform that keeps everything organized. Pipelines adapt to your process, so every stage is visible and easy to track. 

Communication stays in one place with calls, emails, and reminders built in. Dashboards provide focus on daily performance and results. At only $7 per user, Bigin offers professional-grade sales management at a cost any team can afford.

Key Features

• Pipeline Management: Visualize and progress deals with simple drag-and-drop movement through sales stages.
• Contact & Company Records: Keep complete customer and company details in one place with linked activity history.
• Multichannel Communication: Place calls, send emails, and record interactions directly inside the platform.
• Workflow Automation: Reduce repetitive work with condition-based rules that trigger specific actions.
• Dashboards & Reports: Track KPIs and performance through clear, visual dashboards and charts.
• Mobile App: Access full CRM functionality on iOS and Android devices to manage sales anywhere.

10. Forecastio

Specification

• G2 Rating: N/A (newer app, not yet rated)
• Pricing: From $119/month (Basic plan)
• Best for: HubSpot users needing deeper forecasting and quota planning
• Reporting Highlights: Predictive forecasts, performance insights, risk detection, and planning dashboards

Forecastio turns your HubSpot data into accurate forecasts and practical sales insights. You plan smarter with built-in templates and what-if modeling, so targets feel realistic and achievable. 

Risky deals are flagged early, helping managers act before revenue slips away. Sales leaders get real-time performance visibility, with clear recommendations to close gaps. 

Key Features

• Advanced Forecasting: Predict revenue using time-series analysis and stage probabilities.
• Performance Management: Spot gaps, analyze bottlenecks, and receive actionable improvement steps.
• Sales Planning Tools: Use templates and scenarios to design realistic growth targets.
• Risk Detection: Identify slipping or incomplete deals before they derail your pipeline.
• Capacity Planning: Align headcount and resources with sales goals for better efficiency.
• HubSpot Integration: Sync deals, pipelines, and owners directly into HubSpot for smooth workflows.

11. Spotio 

Specification

• G2 Rating: 4.3/5
• Pricing: Custom pricing based on team size and features
• Best for: Field sales teams needing visibility, routing, and territory management
• Reporting Highlights: Real-time rep tracking, territory analytics, and pipeline reports

SPOTIO is purpose-built for sales teams on the move. Every visit, call, and text is tracked in real time, giving you complete clarity into rep performance. Its mapping and routing tools cut wasted travel, so your team spends more time selling. 

Workflows keep activities consistent, while automation clears away admin work that slows deals down. From territories to pipelines, managers see everything in one place.

Key Features

• Territory Mapping: Assign and track sales territories with precision and full visibility.
• Optimized Routing: Plan efficient routes to maximize selling time and reduce travel waste.
• Prospecting Tools: Access detailed intelligence to find and target qualified prospects.
• Activity Management: Capture calls, visits, emails, and texts automatically in one system.
• Workflows & Automation: Standardize sales activities and automate follow-ups to keep reps focused.
• Performance Monitoring: Track team productivity, pipeline health, and territory results in real time.

12. LeadSquared

Specifications

• G2 Rating: 4.3/5
• Pricing: Custom pricing available on request (varies by modules and users)
• Best for: Businesses in education, healthcare, insurance, banking, lending, real estate, and high-volume sales environments
• Reporting Highlights: Real-time dashboards, lead performance tracking, campaign analytics, and sales pipeline reports

If your sales and marketing teams still operate in silos, LeadSquared feels like a breath of fresh air. It brings sales, marketing, field, and service operations together on one platform, so you don’t have to juggle multiple tools or worry about handoffs getting lost. 

What stands out is how seamlessly it blends automation with usability leads flow smoothly through the funnel, while managers get real-time visibility into performance without chasing endless spreadsheets. 

Key Features

• Sales CRM & Lead Management: Capture, track, and nurture leads through every stage with smart workflows and automated follow-ups.
• Marketing Automation: Run personalized, multi-channel campaigns that adapt to engagement and drive higher conversions.
• Field Force Management: Monitor on-ground teams with location tracking, optimized routes, and real-time activity updates.
• Customer Service CRM: Deliver seamless post-sales support with a unified view of every customer interaction.
  

13. Databox

Specifications

• G2 Rating: 4.5/5
• Pricing: Free plan available; paid plans start at $72/month
• Best for: Agencies, SMBs, and enterprises needing consolidated, automated reporting
• Reporting Highlights: Real-time dashboards, custom KPIs, goal tracking, and scheduled multi-source reports

Think about how much time you lose switching between tools just to build a single sales report. Databox removes that chaos by bringing all your sales metrics into one clean, visual dashboard. 

Instead of scattered spreadsheets and endless screenshots, you get reports that tell a clear story—easy to build, simple to share, and designed to keep your team aligned. With automated scheduling and real-time tracking, you’ll spend less time reporting and more time acting on insights. 

Key Features

• 100+ Integrations – Connect tools like HubSpot, Salesforce, and Pipedrive for unified reporting.
• Custom Metric Builder – Create specific KPIs with filters and dimensions to fit your business needs.
• Goal Tracker – Compare actual sales performance against targets in real time.
• Dashboard Designer – Build visual dashboards with drag-and-drop simplicity, no coding needed.
• Automated Report Scheduling – Send branded reports on autopilot with reminders for updates.
  

14. Coupler.io

Specifications

• G2 Rating: 4.6/5
• Pricing: Starts at $49/month (free trial available)
• Best for: Teams needing automated multi-source reporting across sales, marketing, and finance
• Reporting Highlights: Automated sync, AI-assisted insights, customizable dashboards, and finance-to-sales visibility
  

Sales reports often get stuck in a web of spreadsheets and disconnected tools, but Coupler.io smooths that process into one streamlined flow. 

It pulls sales, marketing, and finance data into a single source of truth, letting teams spend less time wrangling numbers and more time acting on insights. With ready-made dashboard templates, simple automation, and built-in AI assistance, reporting becomes not just faster, but smarter. 

Key Features

• Wide Data Integrations – Connect CRMs, ad platforms, spreadsheets, and finance tools for unified reporting.
• Automated Data Sync – Keep dashboards and sheets updated in real time with scheduled data refreshes.
• AI Insights – Get instant highlights, trends, and recommendations without manual analysis.
• Dashboard Templates – Start fast with pre-built dashboards for sales pipelines, revenue, and forecasts.
• Cross-Department Visibility – Align sales with marketing and finance through shared data flows.

15. BIGContacts 

BIGContacts gives you more than just numbers. It gives you clarity. You see every deal, every task, and every pipeline stage in one clear view. 

Reports turn raw CRM data into insights you can act on right away. You spot trends, track team performance, and uncover new revenue opportunities.

Key Features

• Pre-Built Templates: Choose from ready-to-use reporting options and get instant visibility into sales performance.
  
• Custom Reports: Build tailored reports with advanced filters to highlight the data that matters most.
• Pipeline Analysis: Visualize pipeline health, track deal stages, and identify revenue leaks.
• Scheduled Reports: Automate recurring reports and deliver them to your inbox at set intervals.
• Export Options: Save and share reports in PDF, Excel, or CSV for wider access and analysis.

In Closing

Choosing the right sales reporting app ultimately depends on your business goals, team size, and the level of insights you need. 

While daily reports provide immediate clarity and help you stay agile, monthly reports reveal bigger patterns that shape long-term growth. By adopting the right tool, you can turn data into a reliable guide for smarter strategies, stronger sales performance, and steady business expansion. 

The key is finding a solution that feels seamless, insightful, and aligned with your everyday workflow.

Frequently Asked Questions

Question: What is the main difference between daily and monthly sales reports?

Answer: Daily sales reports give you a quick snapshot of what’s happening right now, helping you take immediate action if needed. Monthly reports, on the other hand, highlight overall patterns and long-term trends, making them better for planning and strategy.

Question: Who should use sales reporting apps?

Answer: These tools are valuable for business owners, sales managers, and growing teams. Whether you run a small shop or manage large sales operations, they make it easier to track performance and improve results.

Question: Can sales reporting apps connect with CRMs or accounting tools?

Answer: Yes, most modern apps work seamlessly with popular CRMs, accounting software, and other business tools. This way, you don’t have to juggle multiple systems—your data stays connected and up to date.