Daily and weekly report template maker
Choose a daily or weekly report and your job type, and PDCA-style fields with sample entries appear. Copy them into your company's format, or print and use them as they are. No sign-up is needed.
This page neither saves nor sends what you choose.
3. Fields and sample entries
Daily report (Sales)
Date:
Name:
■ Today's goal (P)
One thing you want to finish today, in words that make it clear whether it is done.
Example: Introduce the new plan to an existing customer and set the date of the next meeting
■ What I did (D)
What you actually did toward the goal, briefly and as facts.
Example: Visited in the morning and followed up by phone in the afternoon. Used the short version of the materials made the day before
■ Results and insights (C)
What went well, what did not, and why.
Example: The meeting date is set. I could not answer a price question on the spot and had to take it back
■ Tomorrow's next step (A)
Based on the insight, one thing you will change tomorrow.
Example: List the price questions I am often asked and reread them before visits
In the print dialog, choose “Save as PDF” to keep it as a file.
Daily report (Sales) Date: Name: ■ Today's goal (P) Example: Introduce the new plan to an existing customer and set the date of the next meeting ■ What I did (D) Example: Visited in the morning and followed up by phone in the afternoon. Used the short version of the materials made the day before ■ Results and insights (C) Example: The meeting date is set. I could not answer a price question on the spot and had to take it back ■ Tomorrow's next step (A) Example: List the price questions I am often asked and reread them before visits
Keep going with the app
With the app, each day's entries are collected automatically, and the weekly review (weekly evaluation) can be made from daily reports.
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