Salesperson

Introduction : 

The Salesperson Profitability – Jasper Report in the Fresa application provides a detailed analysis
of the revenue, cost, profit, and profitability generated by each salesperson over a selected period.
This report helps organizations evaluate sales performance, monitor profitability, and support informed business decisions.

Note :

Ensure all relevant sales, cost, and accounting transactions are posted before generating the report.
Select the appropriate date range, branch, salesperson, and other required filters for accurate results.
Verify that each shipment or job is assigned to the correct salesperson.
The report data is generated based on the selected filters and user access permissions.
Review the report before exporting or sharing it.

Step 1: Login with Fresa Application and Go to the Management Module.

Salespers
Fig 1

Step 2: Select the Reports MIS under the Management Module.

Salesperson
Fig 2

Step 3: Click on the Salesperson Profitability menu under the Reports-MIS menu.

Salesperson
Fig 3

Step 4: Here, you can view the details of the Salesperson Profitability Report details and click on the “Report” button.

Salesperson
Fig 4

Step 5: In the List of Reports screen, Select Option as All and type the name as Salesperson Profitability – Jasper Report and select the Report.

Salesperson
Fig 5

Step 6 : The report will be displayed on the screen.

Salesperson
Fig 6

Benefits of this Feature : 

Provides a comprehensive view of salesperson-wise profitability.
Helps evaluate individual sales performance.
Supports informed business and management decisions.
Simplifies revenue and profit analysis by salesperson.
Assists in identifying high-performing and low-performing sales personnel.
Improves financial reporting and performance monitoring.
Enables easy export and sharing through the Jasper reporting format.

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For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.

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Who we are

Empowering Global Logistics Through Intelligent Digital Transformation

Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.

Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.

Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.

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