Sales Quantity Report - Sales Person
📋 Sales Quantity Report – Sales Person
The Sales Quantity Report – Sales Person provides a detailed summary of the number of units sold by each salesperson across a specified time period. This report focuses specifically on sales volume, rather than revenue, and helps the management evaluate the performance of individual salespersons based on how many items they sell.
✅ Purpose of the Report
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To monitor product movement handled by each salesperson.
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To analyze and compare sales volume performance among the sales team.
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To identify top-selling products and top-performing salespersons.
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To support inventory planning and sales strategy decisions.
📌 Key Data Fields
| Field | Description |
|---|---|
| Sales Person Name / ID | The employee responsible for the sale. |
| Invoice Number | Associated sales invoice reference. |
| Invoice Date | Date of the transaction. |
| Customer Name | Name of the customer. |
| Product Name / SKU | Name or SKU of the sold item. |
| Quantity Sold | Number of units sold. |
| Unit of Measure (UOM) | Unit in which the product is sold (e.g., pcs, kg, box). |
| Branch / Location | Branch from which the sale was made (if applicable). |
📊 Summary Insights
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Total Quantity Sold per Sales Person
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Total Quantity by Product per Sales Person
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Top Sales Persons by Quantity
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Sales Volume Trends Over Time
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Branch-wise Sales Quantity Performance
📆 Filter & Search Options
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Date Range
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Sales Person Name or ID
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Product / SKU
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Customer Name
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Branch or Location
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Product Category
🧾 Sample Entry
| Sales Person | Product | SKU | Quantity | UOM | Invoice No | Date | Branch |
|---|---|---|---|---|---|---|---|
| Priya Nair | LED Monitor 24" | LED24M | 15 | pcs | INV-5689 | 04-Aug-2025 | Chennai |
| Rahul Verma | USB Keyboard | USBK01 | 25 | pcs | INV-5690 | 04-Aug-2025 | Bengaluru |
📤 Export Options
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Download report as PDF, Excel, or CSV
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Group by: Salesperson, Product, Branch, or Customer
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Option to generate weekly/monthly/quarterly reports
🔐 Access Control
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Restricted to Admins, Sales Managers, or Regional Heads
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Salespersons may be allowed to view only their own performance (if enabled)
📈 Benefits
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Provides actionable insights for target-based selling.
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Helps in inventory and stock reordering based on sales quantity.
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Aids in performance evaluation of sales personnel.
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Useful for forecasting and demand planning.