Template

Sales Manager Report

by Jackie Sutton, from the Community

Use this Sales Manager Report template to evaluate retail and convenience store standards during site visits. Review exterior conditions like pump areas, carwash, entryways, and signage, then assess interior cleanliness, customer flow, food service areas, restrooms, checkout, backroom organization, cooler and freezer merchandising, and stock levels. Capture report reviews including pay in/outs, safe drops, and site visit findings, plus LMS roster status, mystery shop outcomes, and Workjam overdue items. Record general maintenance concerns, mentoring progress, and customer service notes to drive consistent store performance.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Store Visits Checklist
This store visits checklist helps district managers and operations teams evaluate retail and convenience stores end to end. Inspect forecourt and pump islands, signage, lighting, parking, and cleanliness. Review interior standards for customer service, restrooms, merchandising, pricing and labeling, planograms, coffee program, tobacco displays, and stackouts. Verify maintenance needs, safety, and documentation. Audit office procedures, invoices, cash handling, credits, audits and SAIRs, inventory controls, vendor receiving, and non-scans. Check backroom organization, tools, supplies, and transfers, and confirm cooler stock, labeling, and temperature logs. Capture notes, assign actions, and obtain manager sign-off.
by ROB ZINKE, from the Community
Downloads: 10+
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Template
SSA Store Visit Checklist - June 2023 Update
Use this SSA store visit checklist to evaluate convenience store and gas station standards. Inspect gas pumps and carwash operations; cleanliness of floors, coffee and food bars, and restrooms; equipment condition; commissary case fill; cooler stock, facing, pricing, and temperatures; shelf merchandising and checkout areas; and staff uniforms. Review shift coverage and work list completion, note issues and wins, and capture photos. Verify cash drop procedures and timers, EcoSure logs, WorkJam task status, and incentive postings.
by Holiday Store, from the Community
Downloads: 0
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Template
Retail Store Visit Report Template
Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.
by Adventure HQ Safety Checks Sharaf HQ Investment, from the Community
Downloads: 20+
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Template
DM Store Visit Checklist
This DM Store Visit checklist supports district managers in auditing convenience and retail stores. Assess culture of controls, cash management, and inventory levels across categories including liquor, tobacco, grocery, non food, beer, deli, fountain, coffee, meat, and bakery. Inspect exterior standards such as signage, landscaping, pumps, parking lot, and car wash. Review interior operations including front registers, customer service, food programs, merchandising, cooler and freezer stock, fountain and coffee areas, and restrooms. Verify backroom organization, stock levels, and manager office processes like invoices, daily paperwork, price changes, scheduling, and credit tracking. Capture photos, ratings, comments, and create action plans with follow up tasks and acknowledgements.
by Dan Bruner, from the Community
Downloads: 90+
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Sales Manager Report

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