The document discusses the importance of sales reports for managers to oversee sales teams and ensure business goals are met. It notes that sales reports provide visibility into how salespeople spend their time and whether their activities are translating to real sales. The document then describes several types of reports available in the MyLMS sales reporting software, including activity reports, employee performance reports, opportunity reports, and target vs achieved reports. MyLMS allows customization and integration with other systems to track sales and marketing activities.
2. Sales Reports
A good manager knows that the sales team can make or break their company.
When it comes to the sales team, special attention must be given to ensure
that the company achieve its goal.
Sales reports can be key in keeping the sales process and the cash flow moving
in order to achieve the organizations objective.
According to Suzanne Paling sales management consultant and author of "The
Accidental Sales Manager”
“Sales reports enable a manager to track how much time salespeople are
spending on different sales activities, if they are meeting their productivity
goals, and whether their efforts are translating into real sales”
In other words, the sales reports paint a picture of the sales representatives’
day even when the manager can’t be there to observe them.
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3. Continued...
The information in these reports plays a critical part in helping a manager oversee the
success of the sales team and essentially the whole company.
Top level executives must encourages sales managers to incorporate these basic reports
into their sales process.
There are various options available in the market which gives facility to monitor and
analyze these sales reports like ERPs, CRMs, some are Desktop solutions, some Web
based, some powerful and complex that can only be deployed by an expert IT team and
supported by them.
MyLMS is a web based solution which comes with all the features to track down your
marketing and sales activities with real time report access from any location.
Some of the reports, which every sales manager should be reviewed, you can generate
from MyLMS which in turn helps in taking corrective and accurate decision:
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5. You can view activities in Daily, Weekly, Monthly, Quarterly and Yearly
format for a specified Date range for a User or Zone.
You can track down there daily sales calls, visit, mail campaign with set target
against achieve target
You can compare there activities with past date range for the same date range.
You can even generate the report on excel or similar application.
All reports are customizable so this is just a prototype final report will be as
per the client requirements.
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7. Now measure your marketing and sales team performance as and when
required.
In marketing one of the common way of checking employee’s performance is
how much sales he/she has done against total expense.
There are various other options are also available to check your employee’s
performance.
By employee performance you will get to know in which direction your
marketing and sales team is heading.
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8. 3. Opportunity Report
With every task performed on your future client maintain all there updates with
opportunity form.
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10. Once marketing start on your future prospective opportunity action form note
down all the action taken on the contact which helps you to analyze your
employee’s daily activities.
From start to closing of the deal keep an eye on every activity perform by your
marketing guy.
Similarly you can measure your sales team efforts with keeping track on their
sales data.
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12. If your target is set and you want to measure your performance this is the
report that you should look into.
This will help you to forecast your sales in the short and long term.
Forecasting helps top level executive in implementing new or improved
marketing and sales activities.
prashant@mylms.in http://www.mylms.in 9408493643
13. Customize your report
As we understand no two organization can have similar marketing
and sales process therefore MyLMS comes with 200+ marketing and
sales report.
MyLMS can be customized to fit with any organization’s marketing
and sales process to cater there business needs.
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14. Other features of MyLMS
Manage your product list
Sales order, Quote and Dispatch detail
Sales team geographical position tracker
E Mail & SMS Module
Auto reminder for various checkpoints
Integration with third party software and many more
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15. Outcome
What you will achieve through MyLMS is
More productivity
Visibility into performance
Drive revenue generation by taking the correct decision at a single place
and the most important
Being securely hosted online deployment is fast and no IT support is
required.
prashant@mylms.in http://www.mylms.in 9408493643