1. Feozan Group
  2. Designs & Technologies
  3. Daily Sales Report

Know what your sales team did today. Without asking.

Salespeople file a six field report from their phone after each client visit. About thirty seconds. You see the whole day on a live dashboard the moment it is submitted.

Any size sales teamNo app to installLive in one week
Daily Sales Report visit form on a phone showing employee code, visit date, company, contact person, business unit, purpose and description
Real timeon the dashboard instantly

Six fields, 30 seconds

Opens in any phone browser. No app store, no password, no training session needed.

Clients track themselves

The customer list builds and maintains itself from the visits your team actually files.

One live dashboard

Five figures with week on week comparison, plus who is active and who has gone quiet.

The problem

Where the sales day disappears

Sales managers often cannot say with confidence what the team did on any given day. The information exists, it just never reaches them.

01

Reports arrive in fragments

WhatsApp messages, half remembered conversations, the Monday meeting. Nothing in one place and nothing searchable six weeks later.

02

Leads go cold unnoticed

A customer gets visited once and then forgotten, because there is no record showing that a follow up is overdue.

03

The alternatives do not fit

Enterprise CRMs take weeks to configure and price per seat. Spreadsheets stop being updated by week two.

The three views

One tool, three jobs

The salesperson files it. The manager watches it. The record stays searchable.

The salesperson

Opens a link on their phone, enters an employee code that autocompletes after the first use, fills six short fields and submits. No password to remember, nothing to install.

  • Visit date, defaulting to today
  • Company name, autocompleting from previous visits
  • Contact person and business unit
  • Purpose of visit and a brief description
Daily Sales Report six field visit form on a phone

The manager

Five figures across the top with week on week comparison, then a per employee breakdown showing who is active, who is producing and when each person last filed. Every number drills into the reports behind it.

  • Total visits, new clients, existing, in pipeline, newly won
  • This week, last week, this month or a custom range
  • Filter by business unit
  • Per employee activity with last filed time
Daily Sales Report manager dashboard with five metric cards and a per employee table

The reports view

The full historical record. Every filter combines with the others, so you can narrow to one salesperson, one business unit and one status across a date range, then export exactly that.

  • Filter by date range, employee, business unit, status or purpose
  • Click any report for the full detail
  • Export the current filtered view to CSV in one click
Daily Sales Report all reports page with filter bar, export button and visit records

Pipeline states

Companies are categorised for you

The built in engine sets the state from visit patterns. A manager can mark a win manually, and the change is kept in the audit log.

New Pursuing Existing Won

The client list builds itself

You never import a customer database or maintain one by hand. Every company your team visits is added automatically with its visit count, when it was first seen and when it was last visited.

  • No manual data entry to keep it current
  • Visit history held per company
  • Managers can correct company names, with the change logged
Daily Sales Report clients page listing companies with visit counts and pipeline status

Features

What is in it

Real time reporting

Visits appear on the dashboard the moment they are submitted. No delays, no batch syncing.

Zero friction form

Any phone. No app, no password. Six fields, about thirty seconds.

Automatic client tracking

The client list is built from actual visits, with no manual data entry.

Smart pipeline states

New, Pursuing, Existing or Won, set from visit patterns by the built in engine.

Per employee analytics

Who is active, who is producing, who may need coaching. Same dashboard.

Combining filters

Date range, employee, business unit, status or purpose. Filters stack.

CSV export

One click on the filtered result. Opens in Excel, Google Sheets, anything.

Manager side editing

Fix mistakes, mark wins, adjust names, with a full audit log of every change.

Any device

Phone, tablet or computer with a modern browser. Nothing to install.

Secure by design

HTTPS, bcrypt hashing, session security, rate limiting, encrypted nightly backups.

Configurable units

Two business units or five, set to match how your company is organised.

Per employee rate limits

Each salesperson gets their own quota, so shared office Wi-Fi blocks nobody.

Fit

Who it is for, and who it is not

A good fit

  • Any business whose salespeople visit customers in person
  • Printing, signage, real estate and construction supplies
  • Food distribution, industrial equipment, medical device sales
  • Insurance and hospitality supplies
  • Teams that tried spreadsheets or WhatsApp groups and gave up
  • Managers who want visibility without a two month rollout

Not a good fit

  • Large enterprises with existing CRM investments
  • Inside sales teams working purely by phone or email
  • Businesses needing marketing automation or quote generation
  • Complex opportunity management, which is a full CRM job
Daily Sales Report confirmation screen after a visit is submitted

Proof

Six months of daily use before we sold it to anyone

Daily Sales Report has run at Fusion Advertising since May 2026, a signage, fabrication and printing company running two business units. Every feature on this page was refined against real daily use there.

Book a demo
6Salespeople daily
500+Reports filed
400+Clients tracked
ZeroLost reports

Deployment

Live in one week

Day 1

Kickoff call

Understand the team, the industry and any existing data. Agree the scope.

Days 2 to 3

Setup and branding

Deploy to hosting, apply your logo and colours, configure business units.

Day 4

Data migration

Existing records brought across, if you have any worth keeping.

Day 5

Team training

Two hours for the sales team, a separate session for managers.

Days 6 to 7

Go live

The team starts filing, with active monitoring through the first days.

Setup includes

Deployment on your hosting, custom branding, business units configured for your industry, employee and manager accounts, data migration where applicable, a two hour training session and thirty days of email support.

Monthly includes

Hosting oversight, uptime monitoring, nightly automated backups, security patches, framework updates, bug fixes at no extra charge, same day email support and quarterly review calls.

Built for reliability

Technical details

Backend
PHP 8.3 or later with MariaDB or MySQL
Frontend
Responsive HTML, CSS and JavaScript. Any modern browser
Hosting
Secure cloud hosting, in country where compliance requires it
Backups
Automated nightly database backups with retention
Uptime
Monitored around the clock
Data ownership
You own your data. Full CSV export at any time

Security measures in place

  • HTTPS only
  • bcrypt password hashing
  • CSRF protection
  • Session security
  • Rate limiting on the public form
  • Honeypot spam protection
  • Prepared SQL statements
  • Full input validation

Questions

Before you enquire

Does the sales team need to install an app?

No. The form opens in any phone browser. There is no app to install and no password to remember. The salesperson enters an employee code, which autocompletes after the first use.

How long does filing a report take?

About thirty seconds. There are six fields, the date defaults to today, and the company name autocompletes from companies already visited.

How is a company marked as New, Pursuing, Existing or Won?

The system sets the state from visit patterns using its built in engine. A manager can also mark a win manually, and every manual change is kept in an audit log.

Do we have to enter our client list first?

No. The client list builds itself from the visits your team files. There is no separate data entry step.

Can we get our data out?

Yes. Any filtered view exports to CSV in one click and opens in Excel or Google Sheets. You own your data.

Is it a replacement for Salesforce or Zoho?

No. DSR does one thing: structured daily visit reporting for field teams. If you need marketing automation, quote generation or complex opportunity management, a full CRM is the right tool.

How is it priced?

A one time setup fee plus a monthly maintenance charge, both quoted on team size and support level. There is a risk free trial period in the first thirty days after go live. Email hello@feozan.com for a quote.

Get started

Tell us what is slowing your team down

Tell us your team size and whether you want it hosted by us or on your own server. We will send a quote and can show you a live demo in fifteen minutes.