MONTHLY SALES R REPORT
A Monthly Sales R Report is a document or presentation that summarizes the sales activities and performance for a specific month. It is typically created by the sales team or management to track the business’s sales performance, identify trends, and make informed decisions for future strategies.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
- Export
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
- Accurate and consistent data should be used from verified sources.
- Representative earnings (including commissions, bonuses, and incentives) should be calculated according to clear commission structures.
- Sales data should be broken down by product, region, and representative to identify performance trends.
- The report should be finalized within a specific time frame and presented in a clear and understandable format.
- Compliance with company policies and relevant legal requirements is mandatory.
User Interface
Step 1 : Select ‘Monthly Sales R Report’ in Menu -> Sales reports > Manager report > Monthly Sales R Report or Search Monthly Sales R Report.
Step 2 : Select the date range and Department to open the Monthly Sales Report R Report.
Step 3 : To view a preview of the Monthly Sales Report R Report in Jaldi.
Code : This allows the report to provide both the sales rep’s name and their corresponding sales rep code, ensuring accurate and identifiable sales tracking.
Emp Code : This would help in identifying each sales representative not just by their name or rep code, but by a unique employee code. This is especially useful if your system uses an employee code for tracking and reporting purposes.
Sales Rep : By adding the Sales Rep Name to the Sales Rep Wise Sales Summary Report, the report becomes more readable and informative, allowing for easy identification of each sales rep and their corresponding sales performance.
Department : By including the Department in the Sales Rep Wise Sales Summary Report, you can organize and segment the sales performance data not only by the sales rep but also by the department they belong to.
Representative Earning : Here is a sample Monthly Sales R Report that focuses on Representative Earnings. This report will track the performance of individual sales representatives and their earnings for the month, based on their sales achievements.