Sales Person-wise Transaction Summary
Overview
Sales Person-wise Transaction Summary
Module: Selling
Report Type: Management Summary Report
Based on: Sales Orders
Overview – What This Report Tells You
The Sales Person-wise Transaction Summary report provides a clear view of sales performance broken down by individual salespeople. It summarizes how much business each sales person has generated through confirmed sales orders within a selected period.
This report helps management understand who is selling what, how much, and how effectively, using actual transaction data rather than targets or projections.
When and Why to Use This Report
You should use this report when you want to: - Review individual sales performance - Compare sales contribution across salespeople - Track revenue generation trends - Support incentive, commission, and appraisal decisions - Identify high performers and underperformers - Monitor sales activity by territory or customer group
It is especially useful during:
- Monthly or quarterly performance reviews
- Sales team meetings
- Incentive calculations
- Business planning and forecasting
Key Columns and Their Business Meaning
While exact columns may vary slightly, the report typically includes:
Sales Person
- Shows the name of the sales person
- Used to evaluate individual accountability and contribution
Number of Sales Orders
- Indicates how many confirmed sales orders the sales person has handled
- Helps assess sales activity level, not just revenue
Total Sales Amount
- Total value of sales orders attributed to the sales person
- Primary indicator of revenue contribution
Net Sales Amount (if applicable)
- Sales value after discounts or adjustments
- Useful for understanding actual realized revenue
Percentage Contribution
- Shows each sales person’s share of total sales
- Helps compare relative performance within the team
Available Filters and Their Business Purpose
Date Range
- Focuses the report on a specific time period
- Useful for monthly, quarterly, or yearly analysis
Sales Person
- Allows review of a single sales person’s performance
- Useful for individual appraisals or reviews
Customer
- Helps analyze which sales person is handling which customers
- Useful for customer relationship evaluation
Territory
- Allows performance comparison across regions
- Helps identify strong or weak markets
Company (if applicable)
- Useful for organizations managing multiple business units
How to Interpret the Results for Business Decisions
High sales amount + high order count
→ Strong performer with consistent deal flowHigh sales amount + low order count
→ Focused on fewer but larger dealsHigh order count + low sales amount
→ May need support in upselling or pricing strategyLow contribution over time
→ Indicates training needs, territory issues, or reassignment considerationsUneven distribution among salespeople
→ May require territory rebalancing or lead redistribution
Common Business Use Cases and Scenarios
Sales Performance Reviews
Managers use this report to review individual and team performance during appraisal cycles.
Incentive and Commission Planning
Sales achievements reflected in the report help calculate commissions and bonuses fairly.
Territory and Account Planning
Helps determine whether sales coverage is balanced or needs restructuring.
Revenue Forecasting
Historical sales performance supports better forecasting and target setting.
Management Reporting
Provides leadership with a quick, reliable summary of sales contribution by person.
Business Value Summary
The Sales Person-wise Transaction Summary report in Dafater gives decision-makers a fact-based view of sales effectiveness. It strengthens performance management, improves accountability, and supports smarter sales planning — all using real transaction data from confirmed sales orders.
Report Information
- Module: Selling
- Related DocType: Sales Order
- Report Type: Script Report
- Standard: Yes