Enhanced Sales Stats Report

Updated May 07, 2026 14:29

Enhanced Standard Reporting Availability

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Sales Stats Report tracks sales representative performance by showing aggregate counts of sales activities — new companies, new contacts, new orders, and closed jobs. Managers use this report to assess individual or team productivity, compare performance across reps, and set KPIs that keep the sales pipeline healthy.

Enhanced Reports

Accessing the Report

Click on the Analyze Tab
The Reports Sub Tab will automatically be selected
In the Search Reports field, type SALES STATS
Click on the Sales Stats Report

Note: The report loads with all filters set to their default values. Adjust filters before reviewing data to focus on the time period and team members you need.

Understanding This Report

What This Report Shows You

The Sales Stats Report displays aggregate counts of sales activities organized by week ending date and broken down by individual sales representative. Each row captures key metrics — contact activities, new companies created, new contacts added, new orders entered, and closed jobs — giving you a complete picture of sales output over any date range. You can drill down into each activity type for detailed records.

Why Use This Report

This report helps you manage sales operations and answer critical questions:

How many new companies and contacts did each rep add this week?
Which sales reps are consistently closing the most jobs?
Are new order volumes trending up or down over time?
How does one office or region compare to another in sales activity?
Are reps hitting their KPIs for outreach and order generation?
Where are the peak periods of sales activity throughout the year?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

Sales Managers/Team Leaders: Monitor rep performance, track key activity metrics like new companies, contacts, orders, and closed jobs, and identify top performers or areas that need coaching.

Sales Representatives: Track personal performance metrics, understand contribution to the sales pipeline, and identify where to focus effort to meet targets.

HR Managers: Assess effectiveness of sales recruitment efforts, understand hiring trends, and confirm alignment with sales goals.

Finance Managers: Gain visibility into the financial impact of sales activities, including revenue from closed jobs and cost of acquiring new company relationships.

Executive Leadership: Get a high-level view of sales performance across the organization, spot trends, and make strategic decisions that drive business growth.

Using Filters

Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to "Include all" when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Narrows results to a specific employer division	Compare sales activity across different divisions or focus on a single branch's performance
Region	Filters by geographic region	Analyze regional sales trends or compare performance between territories
Office	Filters by branch office — applies to job branch, user home branch, and new company branch	Review sales output for a specific office or compare offices against each other
HCM User	Filters by the user who created contact activities, serves as sales rep on closed jobs, or entered new orders	Evaluate individual rep performance or compare specific team members
Activity	Filters by the type of activity (e.g., Call Completed, Client Contact, Text Sent)	Use to analyze user activity by type.
Activity Date	Provides preset date range options such as Yesterday, Today, This Week, and more	Use for quick access to common timeframes without entering manual dates

Applying Your Filter Selections

Click on the edit icon next to any filter name to expand it
Make your selections by checking boxes or choosing from dropdowns
Click Apply to update the report with your filtered view
Click Cancel to discard changes and return to the previous filter state

Reading the Data

The Sales Stats Report displays each sales rep's activity as a separate row with weekly totals for contact activities, new companies, new contacts, new orders, and closed jobs. The Week Ending column groups all data by the Sunday of each week, making it easy to track weekly performance trends.

Key Field Categories

Field Name	Description
Week Ending	The week end date (always Sunday) in which the activities occurred
Contact Activity	Dynamically displays contact activities and tasks logged on a contact profile — credited to the user attributed to the activity
New Companies	Number of new companies created within the selected date range
New Contacts	Number of new contacts created within the selected date range
New Order	Number of new jobs entered within the selected date range
Closed	Number of jobs closed within the selected date range (using audit or log)

Secondary Reports

Click into any activity count to drill down into detailed records. Each secondary report provides the underlying data behind the summary numbers.

Details: Contact Activity

Field Name	Description
Date	Contact's activity date
Name	Contact's name
User	Full name of the user who entered the activity
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: Companies

Field Name	Description
Company	Company's name
Status	Company's status
Representative	Full name of the company's representative (if multiple, separated by a comma)
Created Date	Company's created date

Details: Contacts

Field Name	Description
Contact	Contact's name
Company	Contact's company name
Representative	Full name of the contact's representative (if multiple, separated by a comma)
Contact Title	Contact's title
Created Date	Contact's created date

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

Practical Applications

The Sales Stats Report empowers managers to recognize top-performing reps and celebrate consistent outreach efforts across the team. By comparing weekly activity counts — new companies, contacts, orders, and closed jobs — leaders can identify which strategies drive the best results and replicate them across offices or regions. Use the drill-down capability to discover patterns in contact activity that strengthen client relationships. Filter by division or office to spotlight regional wins and share best practices. Whether you're setting quarterly KPIs, preparing for a team review, or tracking progress on a new business development push, this report gives you the data to make confident, informed decisions.

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want to include in your export
Click the three-dot menu icon (⋮) in the top right corner of the report area
Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution

Note: Your export includes only the data visible based on your current filter selections. To export all sales activity data, ensure all filters are set to "Include all" before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after candidates complete tasks or documents, you can manually refresh.

Locate the circular arrow icon above the filter panel on the right side