Written by Nils R. | Oct 25, 2020 7:00:00 AM
What is
a
Estimated Revenue Per Sales Person Report
? Sales estimate by sales person reports are considered sales and performance analysis tools and are often used by sales executives and sales team members to get quick insight into the likely revenue that will be closed by each team member for a given time period. Some of the key functionality in this type of report is that it is driven by date range parameters and other user-defined filters. The is based on Won and Open Opportunity data from the CRM system. Each sales person is listed down the rows with a grand total at the bottom. The columns show Estimated Revenue, Weighted Revenue, Actual Revenue (based on closed CRM opportunities), Number of Opportunities, and Average Estimated Revenue per Opportunity. The traffic lights and the charts simplify the analysis process. You find an example of this type of report below.
Purpose of
Estimated Revenue by Sales Person Reports Companies and organizations use Estimated Revenue by Sales Person Reports to easily and quickly see what each person and the entire sales team are likely to sell in a given time period. When used as part of good business practices in a sales department, a company can improve its revenue forecasting as well as reduce the chances that issues with individual sales person performance and outlook goes unnoticed for longer periods.
Estimated Revenue by Sales Person Report
Example Here is an example of a Sales Estimate by Sales Person Report with graphical analysis. [caption id="" align="alignnone" width="2560"]
Example of Estimated Revenue Per Sales Person Report[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Report
? The typical users of this type of report are: Sales managers, sales team members.
Other
Report
s Often Used in Conjunction with
Estimated Revenue by Sales Person Reports Progressive sales Departments sometimes use several different Estimated Revenue by Sales Person Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, win-loss reports, sales forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
Corporate Performance Management (CPM) Cloud Solutions and More Examples
