Table of Contents

By Employee

Sales performance per salesperson, to steer teams based on objective data.

Compare revenue, profit and deal size across salespeople, spot aggressive discounting, and support target setting and coaching with fact-based KPIs, including year-over-year development.

At a glance

Generated from the report definition (by Employee / by Employee).

  • Key visuals: scatter chart, table

What this report helps you do

  • Compare sales and profit between employees or teams
  • Understand how average order size differs across salespeople
  • Track each employee's development versus last year
  • Support target setting and coaching discussions

Filters & slicers

Filter What it does
Client, Period, Items Evaluate an employee for a defined product portfolio, or compare teams across companies and years.

Visuals on this page

Employee Performance Table

Aggregates core KPIs per employee - average order size, invoiced sales and YoY change, profit and margin development.

  • Rank employees by revenue, profit or margin
  • Recognise high revenue but low margin (aggressive discounting)

Typical use cases

  • Sales Team Steering — Review targets, highlight successes and address performance gaps.
  • Coaching & Training — Identify employees who might benefit from pricing or negotiation training.
  • Invoice Amount
  • Invoice Amount YoY %
  • Invoice Profit Margin
  • Ø Order Amount

See the full KPI & measure catalog for definitions and formats.

Back to all Know Your Customer standard reports · Semantic model · Key business questions

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