Performance
Compares each salesman's actual sales, quantity and visits with his targets over a period, with an achievement percentage.
Load Performance
सेल्समैनTarget SalesActual SalesSales Ach%Target QtyActual Qty
Why and when you use it
This is the sales manager's scorecard. In one table you see who is ahead of target, who is behind, and by how much, so you can coach the right person in time. Owners use it before the monthly review and before payroll, because achievement drives incentive.
Before you start
- Set targets for the period (Targets)
- Salesmen's invoices are recorded against them
Step by step
- Open PerformanceUnder Stockivio ERP, open Performance.
- Pick the periodChoose the period you want to look at, such as the current month.
- Press Load PerformancePress Load Performance. The table shows Salesman, Target Sales, Actual Sales, Sales Ach%, Target Qty and Actual Qty.
- Read achievementSales Ach% is actual divided by target. Below 100% means the salesman is behind; read it alongside how many days of the month are left.
- Check quantity tooCompare Target Qty with Actual Qty. High value but low quantity can mean a few big orders and fewer outlets served.
- Act on itFor someone behind, open Planned vs Actual to see if visits were skipped, and Route Productivity to see if the route itself is weak.
Worked example
On 20 Nov 2026 the owner of Sharma Traders checks the month so far. Ravi's target is ₹5,00,000 and Imran's is ₹4,00,000.
- Open Performance, choose 1 Nov 2026 to 20 Nov 2026 and press Load Performance.
- Ravi: Actual Sales ₹3,60,000, Sales Ach% 72%.
- Imran: Actual Sales ₹2,20,000, Sales Ach% 55%.
- The owner opens Planned vs Actual and sees Imran skipped 14 stops.
Result: The owner knows Imran's gap is about missed visits, not demand, and asks him to cover the skipped Sanganer shops in the next week.
💡 Tips
- Two thirds of the way through the month, about 67% achievement means on track.
- Review weekly, not only at month end, while there is still time to recover.
- Use the same period as the target period so percentages make sense.
⚠️ Common mistakes
- Comparing a part-month actual with a full-month target and panicking. Factor in days left.
- Ignoring returns. Big returns reduce real sales; check credit notes for that salesman's customers.
सवाल
Why is a salesman's actual sales zero?
His invoices may not be linked to him. Check Salesman Mapping and that his sales are recorded under his name.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Performance and choose the period.
- Scene 2: Press Load Performance.
- Scene 3: Explain Target Sales, Actual Sales and Sales Ach%.
- Scene 4: Compare quantity columns.
- Scene 5: Jump to Planned vs Actual for the salesman who is behind.