Task Management Software

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What is a Management Dashboard?
The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
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Money Management Action Plan

In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

Money Management Action Plan
Home » Reporting Tasks » How to create report on the sales volume of each sales manager
How to create report on the sales volume of each sales manager  

How to create report on the sales volume of each sales manager


Reports on the sales via several clicks

Creating reports allows the leader to evaluate the work of department or particular managers. For example, if it is a sales company, a report can demonstrate how many products were sold by what team member, what kind of product each of them sold and how much money his/her sales made. Looking at this report a team leader will be able to estimate the productivity of each sales manager and reward his/her efforts according to the merits.

"Making sales reports" To Do List

  • Before creating report, define what products you need to report about
  • Ask the leader what time interval he/she wants to be reported about
  • Use software to create graphic report on arranged sales deals

Action plan

  • Start your team management software
  • Create a new custom fields 'Quantity', 'Price', 'Total' and 'Product'
  • Enter following formula into 'Formula' entry field of 'Total' custom field
  • $cf_quantity * $cf_price

  • Set filter to display the tasks of required resources and for required time interval
  • Enter task custom field values and group the tasks by 'Assigned' and 'Product' fields
  • Go to Charts panel and select 'Total' from drop-down list on Charts toolbar
  • Print out the chart

See also:

 Present the information in the form of diagram for better perception

CentriQS Reporting Tasks Solution

CentriQS offers several tools for task reporting. Users can work with Pivot grid, generate charts and use Time Logs view which lets filter, group and sort time logs for creating time tracking reports. These reports can be used for various purposes such as performance measuring, payroll calculating, client billing, etc.

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