Sales person Detailed Report
Overview
Below is a business-focused explanation of the Sales person Detailed Report, written for operational and management users of Dafater.
Sales person Detailed Report
Module: Dafater Selling
Report Type: Script Report
Based On: Sales Order
Overview – What This Report Provides
The Sales person Detailed Report gives a detailed, transaction-level view of sales performance for each sales person.
It shows which sales orders were handled by which sales person, how much revenue they generated, and the status of those orders.
Unlike summary reports, this report focuses on individual sales transactions, making it ideal for performance tracking, commission review, accountability, and operational follow-up.
When and Why to Use This Report
When to Use It
- During monthly or quarterly sales performance reviews
- While calculating or validating sales commissions
- When reviewing individual sales orders by sales staff
- To identify high-performing or underperforming sales persons
- For audit or management review of sales activity
Why It Matters
This report helps management: - Ensure fair performance evaluation - Track revenue contribution per sales person - Detect sales bottlenecks or inactive sales staff - Link sales outcomes directly to responsible individuals
Key Business Information Provided
This report answers key business questions such as: - Who closed which sales orders? - How much revenue did each sales person generate? - What is the status of each sale (open, completed, cancelled)? - Which customers are being handled by each sales person?
Key Columns and Their Business Meaning
While columns may vary slightly by setup, the report typically includes:
Sales Person
- Identifies the individual responsible for the sale.
- Used to measure performance, accountability, and incentives.
Sales Order Number
- The specific transaction linked to the sales person.
- Helps trace revenue back to individual deals.
Customer
- Shows which customer was handled in each sale.
- Useful for reviewing customer–sales person relationships.
Order Date
- Indicates when the sale was booked.
- Helps analyze performance over time.
Order Status
- Shows whether the order is Open, Completed, or Cancelled.
- Important for understanding realized vs. pending revenue.
Sales Amount / Net Amount
- The value of the sales order attributed to the sales person.
- Used for revenue tracking and commission calculation.
Territory (if applicable)
- Indicates the geographical or business area of the sale.
- Useful for regional performance analysis.
Available Filters and Their Business Purpose
Date Range
- Focus on a specific period (monthly, quarterly, yearly).
- Supports time-based performance evaluation.
Sales Person
- View performance of one specific sales person.
- Useful for individual reviews or discussions.
Customer
- Analyze sales handled for a specific customer.
- Helps assess customer ownership and service consistency.
Sales Order Status
- Separate confirmed sales from open or cancelled ones.
- Important for realistic revenue assessment.
Territory (if enabled)
- Review sales performance by region or market segment.
- Supports regional planning and resource allocation.
How to Interpret the Results for Business Decisions
Performance Evaluation
- Compare total sales amounts across sales persons.
- Identify top performers and those needing support.
Commission and Incentives
- Use transaction-level data to verify commissions.
- Ensure incentives are based on actual sales orders.
Sales Pipeline Review
- Identify many open orders for follow-up.
- Detect stalled or delayed sales.
Customer Coverage
- Check if key customers are actively managed.
- Spot over-dependence on a single sales person.
Common Use Cases and Scenarios
Monthly Sales Review Meeting
Managers use this report to: - Review each sales person’s contribution - Discuss specific deals and outcomes
Commission Verification
Finance teams use the report to: - Validate commission calculations - Resolve disputes on credited sales
Sales Accountability
Leadership uses the report to: - Track responsibility for each sale - Improve transparency and ownership
Training and Coaching
Sales managers identify: - Patterns of underperformance - Areas where coaching or support is needed
Summary
The Sales person Detailed Report in Dafater Selling is a powerful tool for transaction-level sales performance analysis.
It helps organizations move beyond totals and see who sold what, to whom, and when, enabling better decisions around performance management, incentives, and sales strategy.
Report Information
- Module: Dafater Selling
- Related DocType: Sales Order
- Report Type: Script Report
- Standard: Yes