Sales by Sales Person

What is a Report that Sales by Sales Person Analysis Report? Sales reports with transaction detail by sales person are considered operational reports and are often used by managers to get a detailed view of how each sales person has contributed to the total sales for the selected period. Some of the key functionality in this type of analytical report is that it is parameter driven and includes charts and an automated narrative to highlight key information. The chart on the right shows the top 3 sales people for the period and their contribution as a percent of all sales. The top left chart shows the sales revenue and discounts. The data section of the report lists sales people and their product sales in the rows along with a sub-total by person and a grand total. You find an example of this type of analytical report below.

Purpose of Sales by Sales Person Analytical Reports Companies and organizations use Sales by Sales Person Analytical Reports to enable user-friendly analysis of the sales transactions done by each team member for a given time period. When used as part of good business practices in a sales or accounting department, a company can improve its self-service and related sales performance visibility. It can also reduce the chances that analysis and decisions are delayed because of dependency on power users or Excel gurus to generate reports.

Who Uses This Type of Analytical report? The typical users of this type of analytical report are: Sales managers, sales team members, accountants. Other Analytical reports Often Used in Conjunction with Sales by Sales Person Analytical Reports Progressive sales or accounting Departments sometimes use several different Sales by Sales Person Analytical Reports, along with product and customer sales reports, sales dashboards, accounts receivable (AR) reports, open orders reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Sales by Sales Person in Solver? The Sales by Sales Person is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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