What is a Estimated Revenue Per Sales Person Report?

Sales estimate by sales person reports are considered sales and performance analysis tools and are often used by sales executives and sales team members to get quick insight into the likely revenue that will be closed by each team member for a given time period. Some of the key functionality in this type of report is that it is driven by date range parameters and other user-defined filters. The is based on Won and Open Opportunity data from the CRM system. Each sales person is listed down the rows with a grand total at the bottom. The columns show Estimated Revenue, Weighted Revenue, Actual Revenue (based on closed CRM opportunities), Number of Opportunities, and Average Estimated Revenue per Opportunity.  The traffic lights and the charts simplify the analysis process. You find an example of this type of report below.

Purpose of Estimated Revenue by Sales Person Reports

Companies and organizations use Estimated Revenue by Sales Person Reports to easily and quickly see what each person and the entire sales team are likely to sell in a given time period. When used as part of good business practices in a sales department, a company can improve its revenue forecasting as well as reduce the chances that issues with individual sales person performance and outlook goes unnoticed for longer periods.

Estimated Revenue by Sales Person Report Example

Here is an example of a Sales Estimate by Sales Person Report with graphical analysis.

Example of Estimated Revenue Per Sales Person Report

Example of Estimated Revenue Per Sales Person Report

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Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales team members.

Other Reports Often Used in Conjunction with Estimated Revenue by Sales Person Reports

Progressive sales Departments sometimes use several different Estimated Revenue by Sales Person Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, win-loss reports, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), 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, Salesforce, Hubspot 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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