Employee Opportunity Report

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

1. Performance Insights: Identifies high-performing employees and areas where others may require support or improvement.

2. Workload Optimization: Highlights uneven task distribution, enabling better allocation of responsibilities across the team.

3. Strategic Planning: Provides a data-driven basis for decisions on training, role alignment, or task reallocation to boost team productivity.

4. Improved Sales Focus: Pinpoints opportunities to enhance engagement in sales-related activities for underperforming employees.

5. 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