Sales Report – by Employee

The by Employee page focuses on sales performance per salesperson, enabling sales management to steer teams and individuals based on objective data.

Overview

This page helps you:

• Compare sales and profit between employees or sales teams
• Understand how average order size differs across salespeople
• Track how each employee’s performance develops compared to last year
• Support bonus, target setting and coaching discussions with fact-based KPIs

Filters

By combining the usual slicers (Client, Period, Items, Order Customer) you can:

• Evaluate an employee’s performance for a defined product portfolio or customer group
• Compare team performance across companies or regions
• Analyze long-term trends by looking at multiple years

Key Visualizations

Employee Performance Table

This table aggregates core KPIs per employee:

• Average order size
• Invoiced sales and corresponding YoY change
• Absolute profit and margin development

It enables you to:

• Rank employees by revenue, profit or margin
• Identify top performers and those needing support
• Recognize patterns such as high revenue but low margins (indicating aggressive discounting)

Employee Performance Scatter

A scatter chart positions each employee by sales and margin change versus last year. This visual quickly shows:

• Who is growing both in revenue and profitability
• Who maintains sales but at the cost of margin
• Who is losing volume and profits, signalling potential issues in territory or customer portfolio

Typical Use Cases

• Sales Team Steering – use the page in sales meetings to review targets, highlight successes and address performance gaps.
• Incentive & Bonus Planning – base variable compensation on transparent KPIs such as revenue growth and margin improvement.
• Coaching & Training – identify employees who might benefit from pricing or negotiation training.
• Territory Realignment – combine employee and customer insights to redistribute responsibilities for better market coverage.