Creating Deep Sales Insight Through Custom MIS & Profitability Reporting
Client Background
The client wanted to measure sales performance across multiple salespersons and needed a comprehensive report that combined invoice details, customer info, and profitability metrics in one place.
Challenges
- No single report showing sales performance, item details, discounting, and GP
- Difficulty identifying fast-moving items, slow-moving stock, and ageing
- Limited visibility into data-driven sales decisions
- No real-time dashboard to monitor business health
Our Solution
We delivered a highly customized MIS solution, paired with real-time financial clarity.
Key Implementations
- Salesperson-wise GP Report showing:
- Invoice numbers, invoice dates
- Customer details
- Items sold with quantity
- MRP, discount, and net invoice value
- Item-wise cost and gross profit per salesperson
- Custom analytics dashboard showing:
- Fast-moving items
- Ageing stock
- Category-wise performance
- Daily sales trends
- Daily bookkeeping ensuring all financial data remains accurate and up to date.
Impact
- Leadership gained clear insights into individual salesperson performance.
- Ability to track profitability at invoice and item level.
- Actionable information to reduce slow-moving inventory.
- Better discount control and margin optimization.
- Improved sales decisions leading to increased profitability and growth.
