Report of the Week - Team Performance Report
This week we will see how to create a performance report for each sales agent, based on your CRM data. This will help you monitor your team productivity, and identify your top and under performers.
To create the Team Performance report, you need to create the following Query Tables.
-
Customer Start Date
-
Invoice and Recurring Month
-
Invoice Count by Owner
Customer Start Date
This Query Table obtains information on the date of subscription for each customer.
|
SELECT
"Customer ID",
STR_TO_DATE(
min
(
"Date of Subscription"
),
'%Y-%m-%d'
)
"Date"
/* fetches the start date from subscription created time */
FROM
"Invoice"
GROUP BY
"Customer ID"
|
Invoice and Recurring Month
This Query Table obtains information on the month and year of the customer's subscription, along with Invoice details.
|
SELECT
INV.
"Invoice ID" "Invoice ID"
,
INV.
"Date of Subscription" "Date"
,
INV.
"Customer ID" "Customer ID"
,
INV.
"Invoice Owner" "Invoice Owner"
,
STR_TO_DATE(CUS.
"Date"
,
'%Y-%m-%d'
)
'Min Date'
,
date_format(CUS.
"Date"
,
'%Y%m'
)
"Month and Year"
,
/*Extracts the year and month */
period_diff(date_format(INV.
"Date of Subscription"
,
'%Y%m'
), date_format(CUS.
"Date"
, '
%Y%m'
)) '
Month'
/*Finds the duration in months */
FROM
"Customer Start Date"
CUS
INNER JOIN
"Invoice"
INV
ON
INV.
"Customer ID"
= CUS.
"Customer ID"
|
Invoice Count by Owner
This Query Table obtains the Invoice Owner wise Invoice Count.
|
SELECT
"Invoice Owner"
,
COUNT
(
"Invoice ID"
)
"Invoice Count"
FROM
"Invoice"
GROUP BY
"Invoice Owner"
|
Join Tables
Now join the table
Invoice Count by Owner
and
Invoice and Recurring Month
using
LookUp Column.
Creating Report
Create a new Pivot View over the
Invoice Count by Owner Query Table by following the below steps.
-
Drag and drop the columns into the shelves as given below:
-
Column shelf
-
Month
with
Actual (Dimension)
from
Invoice and Recurring Month
table
-
Row shelf
- Drop columns as follows
-
Invoice Owner
with
Actual
from
Invoice and Recurring Month
table
-
Invoice Count
with
Actual (Dimension)
from Invoice Count by Owner
table
-
Data shelf
-
Invoice ID
with
Count > % of Previous Value from
Invoice and Recurring Month
table
-
Use the
Click Here to Generate Pivot
button to create the Pivot View.
-
The report will be generated. Hide the Sub-totals and Grand total.
-
Click the cell and select Conditional Formatting . Set the Conditions to highlight the Team Performance rate.
Your Team Performance Report is created.
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