Employee Report in O2VEND ERP - Complete Sales, Revenue & Productivity Analysis Guide

The Employee Report module in O2VEND ERP provides a structured and comprehensive assessment of employee-wise transactions, sales performance, revenue contribution, and operational productivity.
This report is widely used across retail, distribution, service-based businesses, and multi-branch environments where transparent performance tracking is essential.

This documentation outlines navigation, filters, report fields, analysis patterns, use cases, and practical interpretation methods.

Overview

The Employee Report in O2VEND ERP functions as a central dashboard for analysing:

  • Employee-driven sales
  • Order counts and transaction volume
  • Payment patterns
  • Branch-wise activity
  • Operational productivity

With its structured layout and export capabilities, the report supports informed decision-making for sales planning, performance evaluation, and branch optimisation.

Purpose of the Employee Report

The primary objective of the Employee Report is to consolidate staff-linked transactional details for clear and measurable performance assessment.
Key insights include:

  • Sales contribution by each employee
  • Customer engagement trends
  • Branch-level comparison
  • Revenue tracking
  • Productivity improvement opportunities

This ensures transparent monitoring of staff activity across the organisation.

O2VEND Back Office → Reports → Sales and Purchase → Employee Report.

The report opens with an interactive table supported by search filters, date selectors, and export options.

Report Filters & Parameters

1. Date Range

Defines the time period for which the report must display transactional activity.
Supports:

  • Daily
  • Weekly
  • Monthly
  • Custom date range

2. Branch

Displays results for a selected branch, enabling performance comparison across multiple locations.

3. Employee Name

Filters the report to show transactions handled by a specific staff member.

4. Output Format

Exports the report into structured formats suited for audits, HR reviews, MIS analysis, and incentive calculations.

Employee Report Table – Detailed Column Explanation

1. Order No

A unique identifier automatically generated for each processed sales order, service invoice, or transaction.

2. Date

Represents the date on which the order or invoice was created or confirmed.

3. Customer Name

Displays the customer associated with the transaction.
Useful for analysing customer–employee interaction patterns.

4. Amount

Specifies the total invoice amount, including discount, tax, additional charges, and final payable value.

5. Payment Status

Indicates the current payment state:

  • Paid
  • Partially Paid
  • Pending

A critical metric for revenue monitoring and pending recovery assessment.

6. Payment Mode

Displays the payment channel used:

  • Cash
  • Card
  • UPI
  • Wallet
  • Credit
  • Split modes

7. Branch

Indicates the location where the transaction was carried out, helping evaluate branch-wise contribution.

8. Notes / Remarks

Contains any additional notes added during billing such as internal instructions, delivery comments, or job-related information.

Understanding Employee Performance Metrics

Analysis of the Employee Report highlights patterns essential for operational enhancement.

High Revenue Contributors

Shows employees consistently handling high-value transactions.

Indicates possible skill gaps, workload imbalance, or process bottlenecks.

Branch Productivity

Reveals differences in performance between branches, useful for identifying best-performing locations.

Payment Recovery Efficiency

Highlights employees associated with higher pending invoice counts.

Order Handling Volume

Displays how many orders or invoices an employee processes within a period.

Exporting the Report

Reports can be downloaded in the following formats:

  • Excel (.xlsx) – For further filtering, pivot tables, and HR reviews
  • CSV (.csv) – For system integration or bulk analysis
  • Printable PDF – For audit, branch review, or documentation

These exports help integrate employee performance data with payroll, incentive systems, and MIS reporting.

Practical Use Cases

1. Sales Team Performance Assessment

Measure revenue contribution, transaction volume, and customer engagement for each staff member.

2. HR Appraisal & Incentive Programs

Use objective data to calculate incentives, bonuses, and performance ratings.

3. Branch-Level Comparison

Identify branches with strong productivity and evaluate locations requiring operational improvement.

4. Service Industry Tracking

Monitor job completion, service invoice generation, and parts usage mapped to employees.

5. Financial & Compliance Audits

Validate transaction accuracy and minimise discrepancies during reconciliation.

Sample Interpretation Scenario

Scenario:
A branch displays 35 orders processed by two employees during a 7-day period.

Key Insights:

  • One employee may have generated higher revenue despite handling fewer orders
  • Another may have processed more orders but with lower invoice value
  • Pending invoice counts can highlight payment recovery concerns
  • Combined performance enables a branch-wide productivity benchmark

Such insights support workload planning, training decisions, operational restructuring, and sales improvement strategies.