How to make daily marketing report using MS Access

Daily Selling Marketing Project Management Database

Create Daily Selling Marketing Project Management Database, marketing project management
Create Daily Selling Marketing Project Management Database


How much profit, how much loss, how many things are sold, how many things are returned, which customers are shopping regularly, how many customers have stopped buying from us now, how many products has an employee been able to sell- Create a marketing report with all these things will be quite effective.

Now if you want to make a professional marketing report, there are various paid Apps, paid Website, paid Software. But if you want to create a professional marketing report without using anything paid, you can use the MS Access Software provided by Microsoft. However, this paid software may have a free trial available.

However, you can create a better professional marketing report than Access to paid software. I would recommend you to use paid software because the better the business report, the better it will be to grow the business and help you make the next decisions.

If you want to create a report with Access, you can create it by following these steps-

Step 1: Turn on your computer > Click the Search bar > Type “Access” > Open it.

Step 2: Go to new > Search Marketing Project Management template > Choose file location > Write file name as your choice > Create.


Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 3: Now you can see this interface in MS Access.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 4: Now first you double click on the 1st option ‘Employee Details’ on the left side table > Fill the all-employees details > You can also attach you employees’ photos.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 5: If all the employee’s details are filled after that Click the all-dates arrow > Double click on common deliverable > Fill all Product details, Vendor, Cost of the product, cost a day, assigned to, date of order, Date of Delivery Etc. in this Field > you can attach the product images.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 6: Go to Deliverable > Fill Current Status and all details > you can also attach photos > Project- “Here you can add how the customer will pay money” (For example: UPI, eUPI, Case on delivery, Net banking, Credit or Debit Card, Visa, Paytm, PhonePay, PayPal, Google Pay, Master Card Etc).

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 7: If your project ready than go to deliverable details > see the all-products current status.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 8: You can more edit this page > go to the view option > select design view option.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 9: you can add more things in this database > use other options in All-dates sides.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 10: If you want print this Datapage > go to print preview > choose margins > choose your page size > Finally Click the print option.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 11: Now you have the daily database of marketing management in your hands.

Create Daily Selling Marketing Project Management Database, marketing project management software
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Step 12: You can create a bar chart 📊  to better understanding > this project is open with excel > create a bar chart 📊.

Database marketing project management is a from of direct marketing using a list or database of user or customer and prospect information in order to personalize marketing messages.

Create Daily Selling Marketing Project Management Database, daily selling report
Create Daily Selling Marketing Project Management Database,


Usually there two types of databases are created for business-

  • Consumer database: This type of database marketing management is directed at companies that sell their products directly to their customers/consumers which is also called D2C.

  • Business database: In this type of database marketing the company sells its product to other merchants which is also called B2B.

Customer database marketing

Companies that sell their products directly to customers/consumers (D2C) can use customer data to identify specific customer segments, create personalized marketing campaigns, determine the best channels for messaging or offer specific products for specific consumers at specific times. Can may send notification of new offers to their customers from time to time.

You can use MS Outlook and Access to do this type of works. With the help of Access, you can collect this data of your customers.

  • Customer Name
  • Postal Address
  • Phone Number
  • Email ID
  • Gender
  • Area PIN Code

Nowadays in this fast inter-networking time you can get a lot of information from social media platforms.

Now, even though any third-party data sourcing, you can find things like family income, number of family members, credit score etc and include it in the customer’s database.

Facebook alone has over 2 billion active users across all platforms and Google has around 4 billion users across all platforms.

Business database marketing

Companies that sell their products and services directly to other companies (B2B) need to use a business database to improve their marketing strategy. Usually, a business database contains less data than consumers database.

If you create a B2B sales strategy, a business database might include-

  • Company Name
  • Name of Executives
  • Company/Employee Size
  • Estimated Revenue
  • SIC Codes
  • NAIC Codes
  • Name of Trusted Brands
  • Current status of Company
  • Income of Companies

You can use these ways to further promote your business-

  1. You can create ads with theproducts you sell.
  2. You can make a banner of your Products.
  3. You can print the company’s poster.
  4. Providing good service to all customers.
  5. You can register your company online.
  6. Communicate with customers on the phone.
  7. Online payment much be an option.
  8. Home delivery services.
  9. Don’t ignore your old & regular customers.
_Thank you for read the blog_

Raj Manna

My name is Raj. I am a student of 1st year physics honorus.

If you have any doubts, Please let me know

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