Sales Stats By User Report

The Sales Stats by User report provides aggregate counts of sales activities at the user level. It is designed to help managers analyze historical data and understand the performance of their sales team members individually or in groups. By comparing individual recruiter performance, managers can gain insights into how each recruiter is performing relative to their peers.

Key Takeaways

1. Individual Performance Insights: The report provides detailed data on individual sales activities, such as the number of jobs closed, new jobs entered, and contact activities logged. This allows managers to assess the performance of each recruiter on a granular level, helping identify top performers and those needing improvement.
   
   
2. Comprehensive Filtering Options: The report includes robust filtering parameters, such as Division, Region, Office, HCM User, and various date ranges. These filters enable managers to customize the data view to specific needs, making it easier to analyze performance across different branches, regions, or specific time periods.
   
   
3. Detailed Secondary Reports: In addition to the primary metrics, the report provides secondary detailed reports on activities, closed jobs, and orders. These detailed insights, including job status, company information, and activity types, offer a deeper understanding of the sales processes and outcomes, supporting more informed decision-making.
   
   

Values for Each Role

1. Sales Managers: To track and evaluate the performance of individual recruiters, compare team members, and identify areas for improvement.
   
   
2. Recruiters: To monitor their own performance, understand their activity levels, and benchmark against their peers.
   
   
3. Regional Managers: To assess performance across different regions, identify high-performing areas, and address underperforming ones. 

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Filter Options Field Details Using the Data Secondary Reports

Legend

Locating the Report

1. Click on the Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type SALES STATS BY
3. Click on the Sales Stats By User Report

 

Filter Options

	Filter Name	Options	Description
	Division	All available Employer list	Use this filter to refine Employer depending on the Branch
	Region	All available Regions list	Use this filter to refine Region depending on the Branch
	Office	All available Branch list	Use this filter to refine the Branch of Job/ user list home Branch/Branch of Company (New companies)
	HCM User	All available HCM User  list	Use this filter to filter users creating contact activities/sales rep of jobs for closed jobs/users entering jobs for new orders
	Date From		Use this filter to refine the Contact created date between the date range
	Date To
	Date Range	Yesterday, Today, ...	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Details

• Click here to go to the Sales Category (list of Standard Reports)

Field Name	Description	Notes
Name	HCM User's Name
Week Ending	Week End Date in which the activities occurred. This date will always be the Sunday of the week.
Closed	Number of jobs closed between the date range (using audit or log).
New Order	Number of new jobs entered between the date range.
Activity	Dynamically displays the Contact Activities and Tasks logged on a contact profile.	This data is credited by the user attributed to the activity when logging the activity on a profile

Using the Data

Managers can use this report to analyze past data and understand how their Sales team is performing on user level. By viewing data on an individual or group level, they can see their recruiter's performance number and how they are performing in comparison to other recruiters.

Secondary Reports

Details: Activity

Field Name	Description
Date	Contact's Activity Date
Name	Contact's Name
User	Full Name of the Contact's Activity entering User
Notes	Contact's Activity Notes
Type of Activity	Contact's Activity Type

Details: Closed

Field Name	Description
Order Closed Date	Job's Audit Date
Req ID	Job's ID
Status	Job's Status
Company	Job's Company Name
Hiring Manager	Job's Contact Name
Position	Job's Title
Openings	Job's Openings
User	Full Name of the Job's Sales Rep

Details: Orders

Field Name	Description
Order Date	Job's Entered Date
Req ID	Job's ID
Company	Job's Company Name
Hiring Manager	Job's Hiring Manager Name
Position	Job's Title
Openings	Job's Openings
User	Full Name of the Job's Sales Rep