Member-wise team report in one table
Sales representative name, location / territory, today's visits, new visits, follow-up visits, today's sales, new customer billing, today's collection and advance collection — with team totals and who has not submitted their DSR yet.
Daily, weekly, monthly and quarterly views
Switch between daily sales report, weekly sales report, monthly sales report and quarterly sales report views. Monthly and quarterly views show target vs achievement per sales rep.
Share the team performance report with upper management
Create a read-only share link or WhatsApp summary of your team performance report for your national sales head, business owner or directors — no login required for them.
Frequently asked questions
Can a regional manager see area managers' teams?
Yes. SalesCard supports multi-level sales hierarchies, so a regional manager sees every rep under the area and territory managers who report to them.
Can I export the team sales report to Excel?
Yes. Every dashboard exports to CSV for Excel or Google Sheets, and prints cleanly as PDF.