Agent Sales Report Explained: Track Agent Performance & Sales Activity in O2VEND

The Agent Sales Report provides a detailed view of each agent’s performance, including:

  • Number of orders handled
  • Total sales amount
  • Customer interactions
  • Payment and fulfillment updates

This report is essential for businesses using O2VEND Multichannel Commerce, especially for managing:

  • Field agents
  • Sales representatives
  • Delivery agents
  • Collection agents

1. Navigation Path

To access the report:

Back office -> Reports → Sales and Purchase Reports → Agent Sales Report

Agent Sales Report Explained: Track Agent Performance & Sales Activity in O2VEND

2. Purpose of the Agent Sales Report

This report helps track:

  • Agent-wise sales performance
  • Total number of orders handled
  • Amount collected by each agent
  • Completed vs pending order values
  • Customer coverage and sales activity
  • Comparison of top-performing agents

It provides a clear view of each agent’s contribution to overall business performance.

3. Key Columns in the Report

The Agent Sales Report typically includes the following fields:

• Agent Name

Displays the name of the sales or collection agent.

Employee Code**

A unique numeric or alphanumeric code assigned to the employee.
Often used in HR, payroll, and attendance systems for quick identification.

Roles

Lists all the roles associated with the agent employee.
Example roles include:

  • Store Manager
  • Billing Employee
  • Cashier Employee
  • Delivery Employee
  • Sales Agent
  • SEO
  • Web Master
  • Blog Writer
  • Content Manager
  • Purchaser
  • Accounts

Multiple roles indicate cross-functional responsibilities.

• Order Count

Shows the number of sales orders assigned to the agent.

• Total Sales Amount

Represents the total value of all orders created by the agent.

• Customer Name

Lists the customers handled by the agent.

• Phone Number

Useful for customer follow-ups or verification.

• Payment Status

Indicates whether the order is:

  • Paid
  • Partially Paid
  • Pending

• Shipping Status

Shows whether the order is:

  • Shipped
  • Partially Shipped
  • Awaiting Shipment

Filters

The report includes powerful filtering options such as:

  • Agent name
  • Customer name
  • Phone number
  • Order date
  • Order status
  • Payment status
  • Branch Selection

Filters help refine the report and quickly find specific records.

4. Export Options

The Agent Sales Report supports:

  • Excel (.xlsx)
  • CSV (.csv)

This makes it easy to share, present, and analyze data outside the system.

5. Pagination & Totals

At the bottom of the report, users can view:

  • Total order count
  • Total sales amount
  • Pagination controls for navigating large datasets

This is especially useful for stores with high transaction volume.

6. Why This Report Is Important

The Agent Sales Report helps evaluate:

  • Agent performance
  • Sales conversion efficiency
  • Revenue contribution
  • Field activity tracking
  • Customer engagement

It is especially valuable for businesses using:

  • O2VEND ERP
  • O2VEND Ecommerce
  • O2VEND Agent App
  • O2VEND Cloud POS

Real-time insights make it easier to optimize sales operations, strengthen reporting, and improve team productivity.

Summary & Insights

The Agent Sales Report is a powerful tool for analyzing and managing agent-driven sales activity.
It improves decision-making and offers clear visibility into:

  • Sales performance
  • Team productivity
  • Order flow
  • Customer handling efficiency

Use this report to track sales activities across teams, locations, and customer segments with precision.