📊 Territory-wise Sales & Collection Report
The Territory-wise Sales & Collection Report in PrismERP provides detailed insights into how each territory performs in terms of sales volume and payment collection. This powerful reporting tool enables regional managers and executives to evaluate performance, compare regions, and make informed decisions.
📘 Overview
This feature generates segmented reports that reflect:
- Total Sales per territory over a specific time range
- Total Collection or received payments per territory
- Outstanding Balances to highlight due or delayed payments
- Comparison between target vs actual performance
The module supports both summary and drill-down reports, ensuring full visibility from high-level trends down to individual transactions.
📍 Navigation
Collection by Territory
📌 Report Filters
Before generating the report, apply the following filters:
- Date Range (From – To)
- Territory Type (e.g., Region, Zone, Area)
- Specific Territory Area
- Customer Category (Optional)
- Branch (Optional)
- Salesperson (Optional)
🎯 This flexibility ensures that users can extract exactly the data they need — whether for weekly reviews or annual planning.
📈 Sample Output Columns
| Territory Name | Sales Amount | Collection Amount | Outstanding | % Collection |
|---|---|---|---|---|
| Dhaka Zone | 2,000,000 | 1,700,000 | 300,000 | 85% |
| Chattogram | 1,200,000 | 1,100,000 | 100,000 | 91.7% |
| Rajshahi | 850,000 | 600,000 | 250,000 | 70.6% |
📌 Columns may vary based on your configuration.
Drill-Down Capabilities
Users can click on any row (territory) to view:
- Customer-wise breakdown
- Salesperson-wise contribution
- Product-wise sales
- Invoice-level collection details
Graphical Representations
The report can be exported or visualized through:
- Pie Charts (territory contribution)
- Bar Graphs (monthly comparisons)
- Line Charts (trend analysis)
Export Options
You can export this report in:
- Excel (.xlsx)
- Printable view for physical records
📝 Recommendation
- Run this report weekly or monthly to stay aligned with territory targets.
- Use this report during sales reviews or area manager meetings.
- Combine with target vs achievement dashboards for a more comprehensive view.