Sales Employee Performance Dashboard

The Sales Employee Performance dashboard helps sales managers to review the performance of each sales employee, including his or her sales target, year-to-date sales amount, ongoing sales opportunities, and contribution to the overall sales revenue.

The Sales Employee Performance dashboard contains the sections shown in the following table. All amounts in the dashboard are shown in the local currency, which is displayed in the upper-right corner.

Chart	Type and Display	Behavior	KPI
Sales Employees	List displaying the names of all sales employees, sorted by each employee’s year-to-date contribution (%) in descending order. When a sales employee is selected, his or her year-to-date contribution (%) is shown beside the employee name.	You can click a name to display the KPIs on the right side of the window for that employee. By default, All Sales Employees is selected.	Names of sales employees YTD contribution % is calculated by: (each employee’s year-to-date sales amount) / (all employees’ year-to-date sales amount) * 100% The sales amount data comes from the Sales Analysis report.
Monthly Sales by <sales employee>	The upper bar chart shows the monthly sales target, actual sales amount (in the past) or potential sales amount (in the future) in the current or previous year for selected employee or all employees. The lower bar chart shows the yearly sales target, the yearly actual or forecasted sales amount in the current or previous year for the selected employee or all employees.	To display the potential sales amount in the future, select Weighted Potential. To display last year's data, select Last Year. To display the data for a different employee, click the employee name on the left side. You can place your mouse cursor over a bar to view more KPIs.	Target: sales target for that month. The amount is set in the Dashboard Parameters – Setup window. See the Setting Monthly Sales Target section for details. Actual: actual sales amount for that month. Data comes from the Sales Analysis report. Weighted Potential: weighted amount of open opportunities in that month. Data comes from the Weighted Open Amt field of the Opportunity Statistics report. The lower bar chart has 2 KPIs: Projected Year Sales is calculated by: (actual year-to-date sales amount) + (weighted amount of open sales opportunities) Year Target: total sales target amount of the current or previous year. You can set the monthly sales target as described in the Setting Monthly Sales Target section.

Chart

Type and Display

Behavior

KPI

Sales Employees

List displaying the names of all sales employees, sorted by each employee’s year-to-date contribution (%) in descending order.

When a sales employee is selected, his or her year-to-date contribution (%) is shown beside the employee name.

You can click a name to display the KPIs on the right side of the window for that employee.

By default, All Sales Employees is selected.

Names of sales employees
YTD contribution % is calculated by:
(each employee’s year-to-date sales amount) / (all employees’ year-to-date sales amount) * 100%

The sales amount data comes from the Sales Analysis report.

Monthly Sales by <sales employee>

The upper bar chart shows the monthly sales target, actual sales amount (in the past) or potential sales amount (in the future) in the current or previous year for selected employee or all employees.

The lower bar chart shows the yearly sales target, the yearly actual or forecasted sales amount in the current or previous year for the selected employee or all employees.

To display the potential sales amount in the future, select Weighted Potential.

To display last year's data, select Last Year.

To display the data for a different employee, click the employee name on the left side.

You can place your mouse cursor over a bar to view more KPIs.

Target: sales target for that month. The amount is set in the Dashboard Parameters – Setup window. See the Setting Monthly Sales Target section for details.
Actual: actual sales amount for that month. Data comes from the Sales Analysis report.
Weighted Potential: weighted amount of open opportunities in that month. Data comes from the Weighted Open Amt field of the Opportunity Statistics report.

The lower bar chart has 2 KPIs:

Projected Year Sales is calculated by:
(actual year-to-date sales amount) + (weighted amount of open sales opportunities)
Year Target: total sales target amount of the current or previous year. You can set the monthly sales target as described in the Setting Monthly Sales Target section.

Setting Monthly Sales Target

To set a monthly sales target amount for each employee, do the following:

From the SAP Business One, version for SAP HANA Main Menu, choose Administration Setup General Dashboard Parameters .
In the Dashboard Parameters – Setup window, press CTRL + F to switch to Find mode.
In the Code field, enter SEPT and choose Find.
In the table, enter the monthly sales target amount for each employee.