What is a Sales by Sales Person with Ranking and Trend Analysis Report?

Sales person-focused reports are considered sales analytics tools and are often used by sales executives and their team to determine how each sales person is performing both in terms of volume and sales amounts. Some of the key functionality in this category of analytical report is that it combines chart visualizations with a numerical report section. The top of the report shows sales people ranked by year-to-date (YTD) sales amounts and the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each sales person down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of report below.

Purpose of Sales person-focused sales reports

Companies and organizations use Sales person-focused sales reports to get a quick snapshot of individual team member performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales department, a company can improve its comparative analysis and sales person performance tracking as well as reduce the chances that underperforming team members go undetected for longer than necessary.

Sales person-focused sales report Example

Here is an example of a Sales by Sales Person Report with ranking and monthly trend analysis.

Example of Sales by Sales Person with Ranking and Trend Analysis Report

Example of Sales by Sales Person with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

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

Other Analytical reports Often Used in Conjunction with Sales person-focused sales reports

Progressive sales and product management Departments sometimes use several different Sales person-focused reports, along with sales summary reports, sales dashboards, regional and top sales person 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples