A Winning Sales Performance Report: Must-Have Elements for VISUAL ERP Users

Hey VISUAL ERP users! If you’re in discrete manufacturing, you know that smart decisions start with solid data. A Sales Performance Report is your key to unlocking insights that drive growth, streamline operations, and keep you ahead in the game. Whether you’re producing automotive parts, electronics, or machinery, a well-crafted report can transform how you tackle sales challenges. Let's break down the essential elements every Sales Performance Report should (or could) include to fuel better business decisions.

Why a Sales Performance Report Matters

For VISUAL ERP users, a Sales Performance Report isn’t just numbers on a screen—it’s a roadmap to success. In discrete manufacturing, where every order ties to production and inventory, this report helps you spot trends, fix bottlenecks, and seize opportunities. With real-time data from Infor VISUAL ERP, you can align your sales strategy with your shop floor and customer demands, ensuring you’re not just keeping up but leading the pack.

Must-Have Elements for Your Sales Performance Report

A great Sales Performance Report should be clear, actionable, and tailored to your business. Here are the core components to include:

1. Revenue Metrics

Track total sales revenue over specific periods—weekly, monthly, or quarterly. Break it down by product line, customer, or region to see what’s driving your bottom line—helping you identify high performers and areas needing a boost.

2. Order Volume and Trends

Monitor the number of orders placed and their value over time. Are orders spiking for a specific product? Are certain seasons busier? Spotting these patterns lets you adjust production and marketing to meet demand.

3. Sales by Customer or Segment

Understand who’s buying what. Segment sales by customer type (e.g., OEMs vs. distributors) or industry (e.g., aerospace vs. medical)—showing you where to focus your efforts and build stronger relationships.

4. Performance Against Targets

Compare actual sales to your forecasts or goals. Are you hitting your revenue targets? Falling short in a specific region? This gap analysis helps you course-correct before small issues become big problems.

5. Order Fulfillment Metrics

Track how quickly orders are processed and delivered. Include metrics like on-time delivery rates or average lead times. In discrete manufacturing, delays can ripple across production, so this data keeps your operations humming.

Optional Elements to Supercharge Your Report

Want to take your Sales Performance Report to the next level? Consider adding these components:

6. Profitability Analysis

Go beyond revenue to look at profit margins by product or customer - and focus on high-value sales and avoid wasting resources on low-margin orders.

7. Sales Team Performance

If you have a sales team, include individual or team metrics like deals closed or new accounts won. This can be a great way to motivate your team and highlight training needs.

8. Backorder or Lost Sales Data

Track unfulfilled orders or lost sales due to stockouts. This ties directly to inventory planning in VISUAL ERP, helping you avoid missed opportunities.

9. Customer Retention Metrics

Measure repeat purchases or customer churn rates. Loyal customers are gold in manufacturing, and this data shows you how to keep them coming back.

10. Predictive Trends

Use historical data to forecast future sales. For example, if a product spikes every Q4, you can prep production early. VISUAL ERP’s data can feed into these projections for smarter planning.

Why These Elements Drive Better Decisions

Each piece of your Sales Performance Report paints a picture of your business. Revenue and order metrics show what’s working, while fulfillment and backorder data flag operational hiccups. Customer and profitability insights guide your sales focus, and predictive trends prepare you for what’s next. Together, they give you the confidence to make bold moves—whether it’s ramping up production, targeting a new market, or tweaking pricing.

For VISUAL ERP users, these elements are especially powerful because they tie into your ERP system’s real-time data and integrated modules. A spike in sales can trigger inventory checks, while delivery delays can prompt production adjustments. It’s like having a command center for your business, all within VISUAL ERP.

Tailor Your Report with iMiner for VISUAL

Building the perfect Sales Performance Report is easier with the right tools. iMiner for VISUAL offers a Sales Performance Report to get you started, and you're free to customize it as you see fit. It’s a seamless add-on for VISUAL ERP users looking to level up their analytics without the hassle.

Tips to Make Your Report Shine

To get the most out of your Sales Performance Report, keep these tips in mind:

• Keep It Simple: Focus on a handful of KPIs that align with your goals—don’t drown in data.
• Check It Often: Run the report weekly or monthly to stay on top of trends.
• Share the Insights: Get your sales, production, and finance teams using the report to align everyone.
• Test and Tweak: Start with the must-haves, then add optional metrics like profitability as you get comfortable.

A Real-Life Win

Imagine you’re a VISUAL ERP user making medical devices. Your Sales Performance Report shows a 20% sales jump for a specific product in one region. Digging deeper, you see it’s driven by a key customer segment. You use profitability data to confirm it’s a high-margin product, then adjust production to meet demand and target similar customers. The result? A 15% revenue boost in six months. That’s the power of a well-designed report.

Your Next Step to Sales Success

VISUAL ERP users, your Sales Performance Report is more than a tool—it’s your edge in discrete manufacturing. By including the right mix of revenue, order, customer, and fulfillment metrics, you’ll unlock insights that drive smarter, faster decisions. With iMiner for VISUAL, you can customize your report to fit your business, turning data into your competitive advantage.