Comprehensive Salesperson Report
Sales Culture > Reports > Comprehensive Salesperson Report
This report comprehensively review each sales person activities and sales performance within a selected range of dates.
1. From your Main Dashboard, tap on SALES and click SLAM Report
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A) Personal Infomation
Personal Information show the staff's Full name, Designation, Department, Email, Mobile number, Date of employment and how long the staff has working for the company.
B) Attendance
The Attendance report display the status of the day, if the staff is working, already clocked out or absent. If the staff is working, it will show the clock in time, and if the staf...
C) Memo
The Memo report show how many report the staff received within the selected date range. Click at the number to see the memo details.
D) Task Management
The Task Management Report includes all task created or assigned to the staff within the date range. The assigned task also show the total task by status on how many is u...
E) Customer
The Customer Report show the Active Customer whose has been assigned to the sales person. Customer with No account code label means there is no sales order or invoice has been sent to...
F) Telemarketing
The Telemarketing report shows how many customer being called within the selected date range, and separated by customer with and without the Account code. It is also show the tot...
G) Activities
Planned Activities is the numbers of activities that has been planned within the selected date range, including all status whether it is completed or canceled. The Completed Activit...
H) Monthly Recurring Revenue
Monthly Recurring Revenue show the number of sales and amount of the revenue for the selected date range. It is also show the data by status and the achieved amount v...
I) Sales Pipeline
Sales Pipeline report show the total number and amount value of the pipelines for each stage. The Created Leads section indicates the pipelines that has been entered within the ...
J) Accounting
Accounting Report summarize the Sales Order and Invoice by the Sales person, that has been entered within the selected date range. Click at the numbers to see the details of each Sa...
K) Score Card
A summary of score card based on selected date. To view daily submitted score card, follow the guide. You may also learn how to set a Scorecard.
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