This report highlights the varying performance of employees in managing work orders, quotes, invoices, and sales opportunities. The report provides an analytical view like If an employee emerges as a key contributor, actively handling quotes and converting sales, while others show limited engagement in these areas.
The usefulness of the reports are
Performance Insights: Identifies high-performing employees and areas where others may require support or improvement.
Workload Optimization: Highlights uneven task distribution, enabling better allocation of responsibilities across the team.
Strategic Planning: Provides a data-driven basis for decisions on training, role alignment, or task reallocation to boost team productivity.
Improved Sales Focus: Pinpoints opportunities to enhance engagement in sales-related activities for underperforming employees.
Export Options:The availability of Excel and PDF export options allows for convenient sharing and analysis of the report.
Here is a reference video:
Steps to check the Employee based Opportunity report
Click on Reports from left menu
Select All reports
Click on Employee opportunity report under FSM section
