How to Generate Salesperson-Wise Reports in Tally & BI Tools

November 29, 2024

Want to track individual sales and collections effectively? You can generate salesperson-wise reports in Tally Prime and enhance them with BI reporting tools to monitor team performance accurately. By creating cost centres for each salesperson and mapping transactions, you can evaluate sales, collections, and targets with ease.

Why Generate Salesperson-Wise Reports in Tally & BI Tools?

Tracking each salesperson’s performance is crucial for optimizing sales strategies. Generating salesperson-wise reports in Tally & BI Tools helps you:

• Monitor individual sales and collection performance.
• Compare actual results with sales targets.
• Analyze team performance by area, region, or hierarchy.

Using BI tools alongside Tally offers advanced templates and deeper insights into customer-level transactions.

Setting Up Tally for Salesperson-Wise Reporting

To enable salesperson-wise reporting in TallyPrime, first activate the cost centre functionality. Then, you can maintain salesperson details by creating Cost Centres with the salesperson’s name.

Steps:

1. Go to Gateway of Tally → F11 (Features) → F1 (Accounting Features).
2. For to Enable ‘Cost Centres’ – Set the option “Enable cost centres” to Yes
3. Save your settings by pressing Ctrl + A

Benefits:

• With this, Tally is ready to track transactions based on cost centres (in this case, salespersons).

Creating and Managing Cost Centres for Each Salesperson in Tally

Cost centres allow you to track transactions for individual salespersons. You can create a cost centre for each member of your sales team.

Steps:

1. Go to Gateway of Tally → Accounts Info → Cost Centres → Create.
2. Name the Cost Centre: Enter the salesperson’s name as the cost centre name (e.g., “Rohit Bose”)
3. Assign to a Cost Category (Optional): The default cost category in Tally is “Primary”. You can create a new cost category, such as “Salesperson,” if needed. Choose the category that suits your requirement, like “Primary” or “Salesperson”

For creating a new Cost Category, Go to Gateway of Tally > Select Alter under Masters > select Cost Categories under Accounting Masters > Creates

4. Save the cost centre by pressing Ctrl + A

Benefits:

• Provides a clear view of individual salesperson performance
• Repeat this process for all team members to organize your data effectively.

Generating Sales and Collection Reports by Salesperson in Tally

Tally Prime provides detailed reports to evaluate sales and collections for each salesperson.

Steps for Sales Reports:

1. Go to Gateway of Tally → Display More Reports  → Statement of Accounts  → Cost Centres → Ledger Breakup
2. Choose the Sales Account
3. Select the desired cost centre (salesperson)
4. Press Enter to view the sales report for that individual

Steps for Collection Reports:

1. Go to Gateway of Tally → Display More Reports  → Statement of Accounts  → Cost Centres → Group Breakup
2. Select “Sundry Debtors”
3. Select the salesperson’s cost centre to view their collection details

Benefits:

• This feature helps you track individual performance effortlessly.
• These above reports provide a clear breakdown of sales and collections by salesperson.

How to generate Salesperson-wise “Sales” & “Collection” Reports in BI Reporting Tools?

BI reporting tools make it simple to map salespersons at the customer level with its standard mapping features. You can also use the cost centre approach mentioned above for mapping salespersons to invoices and transactions.

Benefits:

• Access a variety of reporting templates designed for salesperson reporting. These templates can be customized according to your requirements.
• View reports by salesperson by area, by region, by salesperson hierarchy.
• Import targets and compare “Target vs Actual” both for sales as well as collections.

Generating salesperson-wise reports in Tally Prime helps you track individual contributions & optimize the team’s performance. To explore more detailed reporting options, consider integrating a BI tool, which offers advanced analytics and deeper insights into your sales data.

Disclaimer: This blog article is for educational purposes only. Tally is a product of Tally Solutions Pvt. Ltd. and we do not claim any affiliation. 

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Frequently Asked Questions (FAQs)

1. Why should I generate salesperson-wise reports in Tally Prime?
Generating salesperson-wise reports helps you track individual sales and collection performance, optimize your team’s efficiency, and compare results with targets. This ensures better visibility into each salesperson’s contribution.

2. How do I enable cost centres in Tally Prime?
To enable cost centres, go to Gateway of Tally → F11 → F1 and set ‘Enable Cost Centres’ to Yes. Save your settings by pressing Ctrl + A. This allows you to track transactions per salesperson effectively.

3. Can I generate reports for multiple salespersons at once?
Yes. You can create cost centres for each salesperson and view reports either individually or in aggregate using Tally Prime or BI tools, depending on your reporting needs.

4. What benefits do BI reporting tools provide?
BI reporting tools offer advanced analytics, customizable templates, regional and hierarchical views, and Target vs Actual comparisons for both sales and collections. This helps you make informed business decisions.

5. Can I track both sales and collections in Tally & BI Tools?
Yes. Tally Prime tracks sales and collections per salesperson, and BI tools provide enhanced reporting, filtering, and visualization options to analyze team performance efficiently.