Display Revenue Earned/Lost by Each Salesperson per Month

[dev-serge-assur]

Feature Request

Title
Display Revenue Earned/Lost by Each Salesperson per Month

Description
Currently, the system does not provide a way to view the total revenue earned or lost by each salesperson, broken down by month. This feature would offer a clear and detailed view of individual sales performance on a monthly basis, enabling an in-depth analysis of their contributions to the company’s revenue.

Benefits

• Provides precise visibility into the revenue generated or lost by each salesperson.
• Improves decision-making by highlighting individual performance trends.
• Facilitates the identification of strengths and areas for improvement within the sales team.
• Increases transparency and fosters a results-oriented culture.

Suggested Implementation

1. Add a new section or table in the CRM analytics dashboard to display the revenue earned/lost per salesperson.

2. Calculate revenue using transaction data, categorizing amounts by salesperson and month.

3. Display two distinct columns:

• Revenue Earned (successfully closed transactions).
• Revenue Lost (unconverted or canceled opportunities).

5. Enable filtering by period (month, quarter, year) and by salesperson.
6. Use graphical visualizations (bars or lines) for better readability.

@ashishkumar-webkul