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.

Sales by Sales Person Analytical Report Example

Here is an example of a detailed Sales Report that groups sales transactions by sales person and that provides charts for analysis of key metrics.

Sales by Sales Person Analysis Report Example

Sales by Sales Person Analysis Report Example

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 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 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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