# Sales Reports # Sales Reports # Sales Reports ## Overview The **Sales Reports** section gives managers a detailed view of team performance, lead distribution, and sales activity. All reports can be **exported** for external use. --- ## Available Reports ### 1. Salesmen According to States Shows how many leads each salesman has in each state (Fresh, Pending, Following, Planned-Meeting, Meeting, After Meeting, Not-Interested, Unreachable, Done-deal, Cancelled, Low Budget). Also shows: - **Closing Ratio** — percentage of leads converted to Done Deal. - **WithDraw** — total leads withdrawn from each salesman. - Two views: **Salesmen with Permission** (your tree only) and **All Salesmen (Tree View)**. **Filters:** Date Request was created, Date action was created, Date action is taking place, Assignment Date, Assignment Type, Salesman, Lead Types, Broker, Teams. --- ### 2. Salesmen According to States (Graph) Same data as the report above but displayed as a **horizontal bar chart** — one bar per salesman, color-coded by state. You can select a specific state to highlight on the chart using the **State** dropdown, then click **Show on Chart**. **Filters:** Date range, Salesman, Teams. --- ### 3. Salesmen According to Salesman A detailed action-level report showing what each salesman did and when — filtered across multiple date types and assignment info. **Filters:** Date Request was created, Date action was created, Date action is taking place, Assignment Date, Assignment Type, Salesman, Lead Types, Broker, Teams. --- ### 4. Salesmen Leads States According to Lead ID Shows lead state distribution **per Lead ID (campaign/source)** — useful for tracking which campaigns are generating quality leads. Columns: Salesman, Fresh, Pending, Following, Planned-Meeting, Meeting, After Meeting, Not-Interested, Unreachable, Done-deal, Cancelled, Low Budget, All, Closing Ratio. **Filters:** Lead IDs, Date range (From/To), Salesman, Lead Types, Broker, Teams. --- ### 5. Salesmen Actions According to States Shows the **total number of actions** each salesman took per state — not lead count, but action count. Useful for measuring how actively salesmen are engaging with leads in each stage. **Filters:** Time range, Teams, Salesman, Contact Tools, Reply Options, App Links, Created/Token Place, Assignment Type, Assignment Date, Lead Types, Broker. --- ### 6. Salesmen Actions According to Contact Way Breaks down each salesman's actions by **contact method** — Phone, Email, WhatsApp, Visit, INS, or Without Contact Tool. Also shows **Reply Options** used per contact method (e.g., Replied, Switched Off, No Answer, Wrong Number). **Filters:** Time range, Teams, Salesman, Contact Tools, Reply Options, Lead Types, Broker. --- ### 7. Salesmen According to Unit Steps Tracks each salesman's leads across the **reservation pipeline stages**: Hold → Reservation → Confirm Reservation → Down Payment → Confirm Down Payment → Contract → Delivery → Total. **Filters:** Date range, Salesman, Teams. --- ### 8. Salesmen According to State Groups Groups leads into **Qualified** vs **Uncategorized** buckets across salesmen — with a Grand Total (GT) per group. > 💡 Default view is the **current month**. Use filters to extend the date range. **Filters:** Date range, Salesman, Lead Types, Broker, Teams. --- ### 9. Branches Summations Shows a financial summary per **branch** — useful for multi-branch operations. Columns include: Calls, Refund Count, Refund, Reservation Count, Paid/Unpaid Reservation, Reservation total, Down Payment Count, Paid/Unpaid Down Payment, Down Payment total, Contract Count, Paid/Unpaid Contract, Contract total, Down Payments & Contracts total. **Filters:** Time range (From/To), Teams, Salesman. --- ### 10. Salesmen Summations Same financial summary as Branches Summations but broken down **per salesman** instead of per branch. Shows total Down Payments and Contracts count and value at the top, with per-salesman breakdown below. **Filters:** Time range (From/To), Teams, Salesman. --- ### 11. Salesmen According to Salesman (Detailed) A granular report showing each salesman's lead activity — how many leads they have, actions taken, and performance metrics broken down per salesman. > 📋 *Screenshot not available — content based on report name and navigation.* --- ### 12. Salesman Performance Tracks overall performance metrics per salesman over a selected time period — useful for periodic reviews and KPI tracking. > 📋 *Screenshot not available — content based on report name and navigation.* --- ### 13. Salesman Call Logs A log of all calls made by salesmen — showing who called, which lead was contacted, when the call happened, and the outcome. > 📋 *Screenshot not available — content based on report name and navigation.* --- ## Common Features Across All Reports - **Export button** — available on every report to download data as Excel. - **Filter + Reset Filter** buttons — apply or clear filters. - **Time-based filters** — most reports support filtering by date the lead was created, date the action was taken, or date the action is scheduled. - **Team filter** — see data for a specific team only. - **Salesman filter** — drill into a single salesman's numbers. - **Default view is the current month** — use the date filter (From / To) to extend or change the date range.