Sales Reporting App

About this template

Sales Reporting App gives teams a central place to capture sales activity and turn it into easy-to-review reporting. With clear paths to Submit Sales, View Records, and open a personal My Sales area, it supports consistent data collection and helps keep individual reps and managers aligned. Use it to standardize how wins are logged, reduce missed updates, and make weekly or monthly reporting less dependent on spreadsheets and scattered notes.

Built with Jotform app templates, this experience can be customized in a no-code app builder using a drag-and-drop interface that’s simple to maintain as your process evolves. Connect the app to your form and records to keep entries organized, add a KPI-style insight page for quick performance check-ins, and share the app as a self-service destination for your sales team so everyone knows where to submit updates and where to find the latest numbers.

Related templates

Vendor App

This ready-to-use app comes with a product inventory list via Jotform Tables, as well as forms for adding vendors or products and collecting product requests. You’ll be able to access, share, and download the app from any smartphone, tablet, or computer.Make modifications to your Vendor App in just a few clicks with our drag-and-drop interface. Feel free to create and add new forms, upload your company branding, and change the app icon, name, and splash page for a more personalized look and feel. When it’s ready, you can share your app with others by sending a link that can be opened on any device. Make vendor management a breeze!

Go to Category:Retail Apps
Preview

Birthday Invitation App

A birthday invitation app is used by event planners or individuals to collect RSVPs and share important details for a birthday party. Whether you’re planning your own party or planning one for your clients, this ready-made Birthday Invitation App makes it easy to collect information like RSVPs, dietary preferences, and more on any device.Customize the app design with Jotform’s drag-and-drop builder — no coding knowledge required. You can update the app icon or background, add or remove forms, and add your party details in seconds. Keep all of your party information organized in one place with this free Birthday Invitation App that works great on any device.

Go to Category:Management Apps
Preview

Easy Mortgage App

With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.

Go to Category:Finance Apps
Preview

Customizable Sales Tracking App

A sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.

Go to Category:Company Portal Apps
Preview

Retail Inventory App

A retail inventory app is used by retail store managers and employees for keeping records of product inventory. This free Retail Inventory App allows you to easily keep track of inventory by recording product name, inventory ID, stock location, unit price, quantity, and more through a Product Inventory Information Record Form. Product entries are stored securely in a Product Inventory Table in your account, which you can sort, filter, and search from any device. You can also share and export an inventory list with just a few clicks.If you’d like to personalize your app, just use our drag-and-drop form builder to add or change form elements, choose fonts and colors, and customize your icon and splash page—no coding required. With Jotform’s Role-based feature, you can control access so tutors, admins, and other users see only the parts of the app relevant to them. Afterwards, you can share your app with managers and employees using a link or embed it in an internal website. Start keeping detailed product inventory records with this customizable Retail Inventory app from Jotform.

Go to Category:Company Portal Apps
Preview

Expense Report App

An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.

Go to Category:Company Portal Apps
Preview