The Sales Team Summary Report provides a consolidated operational and analytical overview of salesperson activity and sales performance within TUHUND. The report is designed as a centralized dashboard that enables organisations to monitor sales activity, customer engagement, quotation generation, invoicing activity and sales progression across the sales team.
The report combines visual performance summaries with detailed analytical drilldowns, allowing users to analyse salesperson performance from both operational and management perspectives.
The report supports:
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graphical and tabular presentation modes,
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configurable sorting,
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activity monitoring,
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location tracking integration,
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employee-level drilldowns,
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and access to related KPI and target-oriented reports.
The report can be accessed through:
Sales → Reports → Sales Team Summary Report
Purpose of the Report
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The report is used to monitor salesperson performance, analyse sales activity, track enquiries, quotations, invoices and conversions, and review operational trends across teams and branches.
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It also provides access to integrated KPI and target-oriented reports for broader performance analysis.
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The report is commonly used by sales teams, managers and business heads.
Report Interface
The report interface contains the following sections:
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Section |
Description |
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Entity Selection |
Selects organisation, company or branch |
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View Selector |
Switches between Group View and List View |
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Display Amounts Selector |
Changes displayed sales value type |
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Sort By Selector |
Controls salesperson sorting criteria |
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Sort Order Selector |
Sorts data in ascending or descending order |
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Date Range Selection |
Defines reporting period |
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Salesperson Summary Area |
Displays salesperson performance information |
|
Utility Buttons |
Opens related analytical reports |
|
Export Button |
Exports the report data |
The report supports both visual dashboard-style presentation and structured tabular analysis.
Entity Selection
At the top of the report, the button displaying ENTIRE ORGANIZATION by default allows users to define the organisational scope of the report.
Clicking the button opens a branch and entity selection window which allows users to:
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Select the entire organisation
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Select specific companies
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Select individual branches/entities
The selected entity controls which employees and sales records are included within the report.
The available entities and branches displayed in the selection window are restricted based on the access permissions of the logged-in user. Users can only generate reports for entities and branches to which they have been granted access.
View Options
The report supports two display layouts:
|
View Option |
Description |
|
Group View |
Displays salesperson information in dashboard-style summary cards |
|
List View |
Displays salesperson information in structured tabular format |
Both views display salesperson performance information including enquiries, quotations, invoices, sales orders, leads, conversions and events.
Group View is intended for quick operational monitoring, while List View is more suitable for comparative analysis and structured performance review.
Display Amount Options
The Display Amounts selector controls the type of sales values displayed within the report.
The available options are:
|
Display Option |
Description |
|
Total Value |
Displays combined sales values |
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Sales Value |
Displays sales-related values only |
The selected option changes the values displayed within the report while maintaining the same report structure.
Sorting Options
The Sort By selector allows users to dynamically reorder salesperson data based on selected performance criteria such as quotations, invoices, sales orders, leads, conversions, events and related values.
Users can additionally sort the report in:
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A–Z order
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Z–A order
This enables both operational monitoring and comparative performance analysis.
Salesperson Summary Information
The report displays consolidated salesperson performance information across operational sales activities including enquiries, quotations, invoices, sales orders, leads, conversions and events.
Associated monetary values may also be displayed depending on the selected Display Amount configuration.
Drilldown Behaviour
The report supports employee-level drilldown functionality.
Clicking a salesperson name opens a detailed individual sales report containing graphical and date-wise operational performance information along with related sales and invoice values.
This allows users to move from summary-level monitoring into detailed employee-level analysis.
Location Tracking Integration
Each salesperson summary includes a clickable location icon.
Clicking the icon opens location-related information associated with the selected salesperson.
This feature provides additional operational visibility into salesperson activity and movement tracking.
Utility Reports and Integrated Navigation
The report includes several integrated utility buttons which provide access to related analytical and KPI-oriented reports.
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Utility |
Description |
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Show Active Salesmen |
Toggles between displaying all salespersons and only active salespersons |
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Brand vs Sales Person |
Displays brand-wise sales distribution and salesperson contribution analysis |
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Sales Targets |
Displays salesperson targets and performance tracking information |
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Dynamic Targets |
Provides configurable KPI and target management across business segments |
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Weekly Performance |
Displays weekly KPI tracking, goals, achievements and sales performance metrics |
Export Functionality
The Export button exports the currently displayed report data in Microsoft Excel (.xlsx) format based on the selected filters, view configuration and reporting period.
Data Representation
The report supports both dashboard-style and tabular performance analysis with salesperson-level operational tracking and drilldown functionality.
Displayed information varies depending on the selected:
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view mode,
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sorting configuration,
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display amount option,
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and reporting period.
Where no data exists, the corresponding fields may remain empty or display zero values.
Summary
The Sales Team Summary Report provides a centralized operational and analytical overview of salesperson activity, performance tracking and sales progression within TUHUND.
By combining dashboard-style summaries, comparative analysis, drilldown functionality and integrated KPI-oriented reports, the report enables organisations to monitor sales operations, evaluate salesperson productivity and analyse business performance across teams and operational timelines.
The report functions both as a day-to-day monitoring dashboard and as an integrated access point for broader sales analytics and performance management activities.
