Salesperson wise reports for Tally.ERP9 – Significance and Steps to generate

//Salesperson wise reports for Tally.ERP9 – Significance and Steps to generate

Salesperson wise reports for Tally.ERP9 – Significance and Steps to generate

Salesperson wise reports for Tally.ERP9 – Significance and Steps to generate_15.1.2018


EasyReports, when integrated with Tally.ERP9 can deliver you with visually stunning reports that not only makes your decision-making easier but also ensures that you are making the most out of your business.

‘Sales person wise report’ is treated as one of the most significant reports when it comes to sales analysis of any organization. Let us have a look –

  1. Monitoring and Tracking Sales Force – This is of utmost importance when it comes to monitoring human resources, especially sales team. With the help of a detailed sales report in EasyReports, now you know the individual sales figure, the sales cycle closure time of individuals, daily units sold and so on.

This report gives you an insight into sales related issues and helps you in addressing those within the shortest possible time.

  1. A better understanding of the Targeted Location – Getting a detailed report on agent-wise sales means you will get an overview of the area-wise demand of your product. If a specific area shows more demand, that means there is a huge scope and you should take care of that particular area and encash the opportunity.
  2. Performance Monitoring – Another important aspect of agent-wise sales report is performance monitoring. As the name depicts, it helps you in monitoring the performance of individual sales agents. That not only helps in identifying a good resource but also ensures that you can make the most out of your resources i.e. sales personnel. You can set individual targets accordingly and customize incentivizing schemes therefore.
  3. Accessing Customer Feedback – Sales agents are the representative and the face of your brand. Therefore, if customers have any grievances regarding the quality of your product or anything else, sales agents will be the first point of contact. Hence, if any particular area shows a steep declination in sales, there is a fair chance that you will be able to address those issue(s) with the help of those sales personnel.

Now it is the time to see the steps of opening and accessing an agent-wise sales report in EasyReports –

  • Double click on the EasyReports icon from the desktop of your PC
  • It will prompt for User ID and Password. Input the credentials as obtained from the team
  • Click “OK”
  • Here, you will find the data cubes. Click on ‘Sales’ data cube.
  • You will find the report – ‘Agent wise Sales and Receipt’.
  • Double click and a new window will be opened
  • Again double click the “Agent wise sales report”
  • The new window now has the field to input your parameters i.e. ‘Company Name’, ‘Date from’ and ‘Date to’.
  • After the selection, click ‘Ok’.
  • Now the report is open based on your given parameters.

Like all other reports in EasyReports, this one is also pretty user-friendly. However, within the sales data cube, this report is significant and considered as one of the most frequently used reports by the organizations.

By | 2018-01-15T07:14:24+00:00 January 15th, 2018|Uncategorized|0 Comments

About the Author:

Ravi Kedia, founder and CEO of EasyReports BI, started his career as a Business Analyst and worked with companies like Tata Consultancy Services, ITC and Accenture. In the year 2009 he started EasyReports BI with a vision to make analytics affordable and easy to implement for SMEs.

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