How to Generate Salesperson-Wise Reports in Tally & BI Tools

November 29, 2024

Managing your sales team’s performance is easier when you can track their contributions. Tally Prime allows you to generate salesperson-wise reports to monitor individual sales and collections. This guide will walk you through the steps to create cost centres for each salesperson and how to generate Salesperson-Wise reports in Tally Prime & enhance them with BI Reporting Tools.

Setting Up Tally for Salesperson-Wise Reporting

To enable salesperson-wise reporting in TallyPrime, first activate the cost centre functionality. Then, you can maintain salesperson details by creating Cost Centres with the salesperson’s name.

Steps:

1. Go to Gateway of Tally → F11 (Features) → F1 (Accounting Features).
2. For to Enable ‘Cost Centres’ – Set the option “Enable cost centres” to Yes
3. Save your settings by pressing Ctrl + A

Benefits:

• With this, Tally is ready to track transactions based on cost centres (in this case, salespersons).

Creating and Managing Cost Centres for Each Salesperson in Tally

Cost centres allow you to track transactions for individual salespersons. You can create a cost centre for each member of your sales team.

Steps:

1. Go to Gateway of Tally → Accounts Info → Cost Centres → Create.
2. Name the Cost Centre: Enter the salesperson’s name as the cost centre name (e.g., “Rohit Bose”)
3. Assign to a Cost Category (Optional): The default cost category in Tally is “Primary”. You can create a new cost category, such as “Salesperson,” if needed. Choose the category that suits your requirement, like “Primary” or “Salesperson”

For creating a new Cost Category, Go to Gateway of Tally > Select Alter under Masters > select Cost Categories under Accounting Masters > Creates

4. Save the cost centre by pressing Ctrl + A

Benefits:

• Provides a clear view of individual salesperson performance
• Repeat this process for all team members to organize your data effectively.

Generating Sales and Collection Reports by Salesperson in Tally

Tally Prime provides detailed reports to evaluate sales and collections for each salesperson.

Steps for Sales Reports:

1. Go to Gateway of Tally → Display More Reports  → Statement of Accounts  → Cost Centres → Ledger Breakup
2. Choose the Sales Account
3. Select the desired cost centre (salesperson)
4. Press Enter to view the sales report for that individual

Steps for Collection Reports:

1. Go to Gateway of Tally → Display More Reports  → Statement of Accounts  → Cost Centres → Group Breakup
2. Select “Sundry Debtors”
3. Select the salesperson’s cost centre to view their collection details

Benefits:

• This feature helps you track individual performance effortlessly.
• These above reports provide a clear breakdown of sales and collections by salesperson.

How to generate Salesperson-wise “Sales” & “Collection” Reports in BI Reporting Tools

BI reporting tools make it simple to map salespersons at the customer level with its standard mapping features. You can also use the cost centre approach mentioned above for mapping salespersons to invoices and transactions.

Benefits:

• Access a variety of reporting templates designed for salesperson reporting. These templates can be customized according to your requirements.
• View reports by salesperson by area, by region, by salesperson hierarchy.
• Import targets and compare “Target vs Actual” both for sales as well as collections.

Conclusion

Generating salesperson-wise reports in Tally Prime helps you track individual contributions & optimize the team’s performance. To explore more detailed reporting options, consider integrating a BI tool, which offers advanced analytics and deeper insights into your sales data.