Fieldproxy Documentation

Fieldproxy Documentation

Templates

Product Sale report

The Product Sales Report Template is a comprehensive tool designed to provide insights into your sales data. It consists of three key pages, each serving a distinct purpose:

1. Sales Chart View:

Region-wise Report:

This section provides an overview of sales data categorized by region. It enables you to identify which geographic areas are performing well and where improvements may be needed.

Product-wise Report:

Here, you can analyze your sales data by product category or type. This allows you to see which products are popular and which might require further marketing or attention.

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Agent-wise Report:

The agent-wise report helps you track the performance of your sales agents. You can evaluate their individual contributions to your sales efforts.

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Product Cost Report:

This section offers insights into the costs associated with each product. Understanding the cost breakdown can help in pricing decisions and profit analysis.

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2. Sales Report Table:

List of Sold Items:

The sales report table provides a detailed list of all items sold to each customer. It offers a clear, itemized view of transactions, making it easy to review specific sales details.

Total Number of Items Sold:

Additionally, this page features a counter view that summarizes the total number of items sold. This figure gives a quick snapshot of your overall sales activity.

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3. Monthly Sales Report:

Calendar View:

The monthly sales report presents a calendar view that organizes your sales data by time. It provides a monthly overview of your sales activities.

Employee-Specific Details:

By clicking on the names of individual employees, you can access a breakdown of their sales performance. This feature allows you to evaluate the contributions of each employee to your sales goals.

Employee Sales Breakdown:

Within the employee-specific view, you can delve into the sales made by each employee. This information is invaluable for assessing the effectiveness of your sales team and identifying top performers.

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Overall, the Product Sales Report Template is a versatile tool for analyzing and visualizing your sales data. It helps you make informed decisions by providing insights into regional, product, and agent performance. Additionally, the monthly sales report offers a dynamic way to monitor sales trends over time and evaluate the individual contributions of your sales team members, ultimately contributing to better sales management and decision-making.

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