In many companies, sales performance is primarily measured by turnover. However, turnover alone is not always meaningful. The decisive factor for the long-term success of a company is the margin. High turnover through discounts, gifts or special prices can appear positive in the short term, but have a negative impact on profitability in the long term.
The interactive margin report for sales
We have developed a special report to present the margin performance of sales employees transparently. This makes it possible to clearly analyze which employee has achieved which margin.
A key aspect of this report is the ranking of sales employees. While in many companies this ranking is sorted according to turnover, we have a different focus: employees are sorted according to their actual gross revenue in euros. This makes it clear which employees are really profitable.
Detailed analysis of sales, margin and development
In addition to the overall performance, the report offers other valuable functions:
Margin target trackingEach sales employee has a defined percentage margin as a target, which is shown in the report.
Interactive Bundesliga tableSales employees can track their position in a ranking list - whether they have moved up, down or remained in the same position.
Monthly analysisA visual representation shows how the margins of individual employees have developed over time. This allows seasonal fluctuations or unexpected slumps to be recognized quickly.
Identification of problematic customers and products
In-depth filtering and analysis options make it possible to understand exactly which factors influence margins:
Customer group analysisAre certain customer groups with particularly low margins conspicuous? The example in the report shows that the margin for the "family furniture warehouse" customer group has fallen drastically. A detailed look reveals that sales employee Maria Wagner generated margin losses of up to 25 % for this customer.
Product and price comparisonsAfter identifying problematic customers or months, specific sales figures can be analyzed. Which products were sold? What was the ratio between purchase price and sales price? Were there any conspicuous price reductions or discounts?
Optimize sales strategy through targeted filtering
The report offers the option of filtering for specific business areas, product categories or individual sales employees. An example:
The analysis of the category "100-wood floor" in the Retail trade shows that sales employee Alexander Schmitt achieves the best margins, while Jonas Weber is on average 5-6 % below. Targeted training or adjustments to pricing strategies may be necessary here.
Integration into ERP systems such as Microsoft Dynamics NAV, Navision and Business Central
This report can be seamlessly integrated into existing ERP systems such as Microsoft Dynamics NAV (formerly Navision) or Business Central can be integrated. This gives companies extended analysis and control options directly in their ERP system without having to use additional software. The automatic synchronization of sales data ensures that all relevant information is always up-to-date and can be evaluated.
Conclusion: More transparency, better decisions
This report gives you a clear picture of the performance of your sales staff. You can not only evaluate sales increases, but also ensure sustainably profitable margins. If you would like to use this report in your company, please contact us - it can be up and running in your system in just two weeks!
Do you have any questions or would you like to find out more about our methods? Get in touch with us - We show you how you can use your data for sustainable success.
