Sales Culture > Reports
Comprehensive Salesperson Report
Posted by i3Teamworks Admin on 10 Apr 2018 10:41am

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

 

2. Tap on

3. Please select company, staff name and date range, then click Submit.

Information presented in the report includes:

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 staff is already clocked out, it will show the clock out time. The report also show when is the last time the staff login to the system.

The Total Working Days is calculated based on selected date range and clock in details. Click at the number of working days to see the clock in and clock out details.

The report also show the Leave Summary by category within the selected date range. Click at the total leave to see all leave details submitted through the i3Teamworks system.

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 unread task, undone task, in progress, completed or overdue. Click the number to see the task details.

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 the customer previously, thus, there is no account code assigned to the customer. While customer with Has account code label means actual customer which they already made at least one transaction with the company.

No Telemarketing means there is no call made to the customer within the selected date range, while No Sales Activity means there is no sales activity for that customer within the selected date range.

This report show the total number of the New Customer entered to the system. It is also show the total number of Category Changes made to the customer, to make sure the  sales person to actively update the customer.

Channel Coverage is to display the activity based on customer category, source and all extra fields. This is to find out the sales person focus when doing the sales.

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 total call been made and the total time spent on the telemarketing.

Note: Telemarketing calculation is based on the minimum call length settings. Any call less than then the setting is not calculated as a valid call.

Completed Sales Pipeline is calculated base on completed pipeline generated from the telemarketing. Click on the number to see the full flow of the leads generation performance within the selected date range.

Invalid Call is the total number of call did not reach the minimum call length as per settings. Click at the number to see the details.

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 Activities indicate the total number of activities that has been completed within the selected date range. It is also show the total time spent on the activity.

Note: The total time spent is calculated from the check In and check out details.

Canvassing report show for any activities that is not link to any customer. It will show the total number of canvassing and total time spent on the canvassing. The blank record means there is no canvassing made by this sales person.

Future Plan Activities is calculated when the scheduled activity start date is not in the same day of the data entry. This is to encourage the sales person to plan their activities ahead.

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 value. The Overdue sales means the sale person did not complete the sales record on the previous of selected date.

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 selected date range, while the Overdue Leads means the sale person did not complete the sales record on the previous of selected date.

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 Sales Order and Invoice.

The Outstanding Sales Order means the Sales Order that has been approved but did not have any Invoice created for the customer.

The Outstanding Payment means the company haven't receive the payment from the customer which has been assigned to the sales person.