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- WithDraw — total leads withdrawn from each salesman.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.