Employee Performance Report

Employee Performance Report

The report reflects the Performance  of field staff-Distributor wise accumulated at ASM/RSM/ZSM/NSM/GSM (as per the  chosen filter). 

Report Logic: The  employee hierarchy basis filter can be used to extract the accumulated data for  a particular date range at any sales hierarchy level. 

Sales can be viewed in accordance  of product’s Primary category-wise or Secondary category-wise, this can be achieved  through another group-by filter (Category) as shown in figure 1. 

This report can give you a clear  comparison of performances among all the managers at a particular sales  hierarchy. 

Recommended Use: Should be viewed on a weekly/ monthly basis (date  range can be selected with a maximum limit of 31 days at once). 

Group-by (basis) filters:

1. Employee hierarchy can be  selected to view the report on that particular basis. For ex: If performance of  Zonal Sales Manager needs to be tracked. Select the Zonal Sales Manager in  Report Basis filter.

2. Product Category- Primary  Category or Secondary Category. Level of depth on which the performance needs  to be tracked. 

Few sample reports as how data will reflect on selecting different Report  Basis Filters.

Understanding the Headers in the sheet  (from left to right):

1. Selected Employee’s hierarchy: For  example: AreaSalesManager (level-2) if the group-by filter was chosen as ASM

2. Total  Outlets- Total number of retailers falling under the chosen Employee/  Manager.

3. UTC-  Unique Total calls, the total number of unique calls done under the chosen Employee/Manager  i.e. counted as the summation of distinct outlets visited.
Note: Under  UTC/UPC, if any outlet is visited  multiple times during the selected date range then it will be counted only once.

4. UPC- Unique Productive Calls, which is the summation  of distinct productive calls.

5. Zero billed-  Number of distinct outlets at which no sales were done. Zero Billed = UTC- UPC.

6. % covered- It is the  range of outlets which are reached by the Employees under the Chosen  Manager/Employee. It is calculated by (UTC/ Total outlets) X 100. 
 
7. % Billed (wrt UTC): Percentage Number of outlets billed or productive with respect to UTC. (UPC/UTC) X 100. 

8. % billed (wrt Total Outlets): Percentage Number of outlets billed or productive with respect to Total Outlets.  (UPC/Total Outlets) X 100.

9. New Outlets- New Outlets created by the Field Executives under the  selected manager in the selected date range.

10.New Outlets sales (Standard Unit/  Revenue)- Total sales (in revenue or in standard unit as applicable in the company) done over  the new outlets.

11. Total Qty (Standard Unit)- Total Sales done for all the Outlets in  terms of Standard unit.

12. Total value- Total sales done for all the Outlets in terms of  revenue. 

13. Product’s Primary/Secondary Category-wise sales (in revenue or in  standard unit)- In terms  of revenue/Std. Unit, the sales done associated with each product’s secondary  category by the field executives under the Manager. 
 
14. Primary/Secondary category’s Outletwise Penetration- The number of distinct outlets  where the mentioned Primary/Secondary category was booked. 
 
15. Primary/Secondary category’s Outletwise Penetration %- (Penetration / UTC) X 100.