How to use reports to solve sales work measurement issues

Sales teams are the hardest to manage, and the measurement of workload and performance is a big problem. Using the report tool to create a workload chart, visually display the workload of each employee, so that employees themselves horizontal and vertical comparison, high and low up and down, which can effectively measure the sales team's performance, but also to improve the sales department's staff enthusiasm is one of the effective methods.

First, the Production tool introduction

Finereport is an enterprise-level Web reporting software, easy to learn and easy to use, powerful, simple drag-and-drop operation can make Chinese-style complex report, easy to achieve a variety of reports display, interactive analysis, data entry, rights management, timing scheduling, print output, portal management and mobile applications.

Second, demand analysis:

The workload of the Department's internal staff statistics, data re-structure, the combination of graphs and tables to make the data more intuitive to display, a clear data structure, the chart allows employees to their own workload and others have a sharp contrast.

1. Count the number of phone calls per person

2. Count the hours of each person's phone call every day

3, statistics of each person's daily effect to find the number of persons in charge

4, statistics quarterly sales per region (sales need to be approved to display on the report page)

Data preparation: The database table corresponding to the monitoring data of each system

Work Review Data Sheet (CRM_T_WORKREVIEW) data storage structure:

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Sales Contract Data Sheet (crm_t_sellcompact) data storage structure:

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Sales Contract Data Sheet (crm_t_compactpay) data storage structure:

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Iv. Data analysis

1, the number of data phones in the same table and the number of owners to find the count (), and the length of time with sales sum ()

2, Time accuracy: Telephone volume by day statistics, sales by quarter statistics

Five, the effect shows

Statistics of phone Volume:

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Sales Performance Statistics:

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How to use reports to solve sales work measurement issues