MIS Reporting

MIS (Management Information System) Reports provide high-level analytical insights that support managerial decision-making. These reports consolidate data across the Selling Module to give an overview of sales performance, order flow, profitability trends, customer activity, and operational efficiency.

1 Sales Performance Report

• Shows total sales value, number of invoices, and comparison across periods.
• Helps identify sales growth patterns and seasonal trends.

2 Sales Funnel Conversion Report (Future Enhancement)

• Tracks conversion from Enquiry → Quotation → Sales Order → Invoice.
• Useful for analysing sales efficiency (planned as future enhancement).

3 Customer-Wise Sales Summary

• Summarises sales value per customer for the selected period.
• Helps identify revenue distribution and potential customer concentration risks.

4 Item Profitability Report (Future Enhancement)

• Shows margin percentage and profitability per item (planned enhancement).
• Helps prioritise high-margin items.

5 Salesperson / Executive Performance Report

• Tracks performance of sales staff based on quotations submitted, orders confirmed, and invoices generated.
• Supports incentive planning and performance evaluation.

6 Pending Delivery Summary

• Summarises all Sales Orders with undelivered quantities.
• Helps operations plan fulfilment and delivery schedules.

7 Pending Billing Summary

• Summarises delivered items that are yet to be invoiced.
• Helps ensure timely billing and prevents revenue leakage.