I am looking for a solution related to report functionality and a description of the requirement as mentioned, please suggest the solution.
Reporting Criteria and Attributes:
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Sales Person:
- Objective: Track individual sales team performance to identify areas of improvement.
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Regional:
- Objective: Segment data by region to understand regional trends and tailor strategies accordingly.
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City:
- Objective: Focus on specific markets and optimize resources more effectively through city-level reporting.
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National:
- Objective: Gain an overview of our entire operations, highlighting overarching trends or issues.
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Target Wise:
- Objective: Compare actual performance against predefined targets to ensure goal achievement.
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Payment Status (Pending and Received Amount):
- Objective: Crucial for cash flow management; track pending and received payments.
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Credit Days:
- Objective: Manage credit limits, terms, and customer relationships more effectively.
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Total Number of Customers Dealing Per Person:
- Objective: Gauge each salesperson’s effectiveness in acquiring and managing customers.
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Product Selling Rate Tracking:
- Objective: Monitor product pricing and assess its impact on sales.
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Total Product Dealing by Per Person:
- Objective: Measure each salesperson’s performance concerning specific products.