Salespeople
Monitor results and analyze sales performance
The “Salespeople” component provides full transparency in monitoring the performance of your sales team. Thanks to a clear table, you have instant access to the number of clients, offers, and completed transactions for each salesperson.
The filter allows you to quickly find a specific employee, and the preview icon next to each person enables a fast overview of assigned contracts and achievements. This tool significantly simplifies efficiency analysis, supports daily team management, and helps in making informed decisions.
Explore the Salespeople Module Features
Full control over sales team data
Manage all information about your salespeople from a single, clear interface. See who is handling which clients, how many offers they’ve prepared, and what sales they’ve completed. With smart filters and a built-in search function, you can quickly find the data you need. It’s a convenient and efficient tool for monitoring the performance of your sales team.
Quickly assign salespeople to the system
Add new salespeople directly from the table view – quickly and without unnecessary steps. Simply select an employee from the list and assign them the role of a salesperson with one click. The system automatically applies the correct permissions, significantly saving time. The entire process is intuitive and ready to use immediately.
Overview of salesperson results and activities
Gain instant insight into each salesperson's activity. With the preview icon, you can check assigned clients, created offers, and completed sales. It's a quick way to assess the efficiency of an individual’s work in real time. An ideal tool for ongoing analysis and effective team management.
Convenient filtering and user search
Use the search bar and filters to quickly find a specific salesperson by name, surname, or other data. It saves time and increases precision in daily operations. Faster searches lead to better decisions and more effective performance analysis — all available in just a few clicks.
Intuitive
AdoZet 360 software is designed with the user in mind – the clear interface and logical function layout make the system easy to use without the need for detailed onboarding.
Reliable
The system operates smoothly regardless of the scale of use. It ensures continuous operation, minimizing the risk of downtime and providing confidence in every situation.
Efficient
With smooth performance and a smart structure, the system speeds up tasks by automating processes and optimizing workflow, boosting team efficiency daily.
Secure
AdoZet 360 meets current legal requirements and security standards. It effectively protects user data and documentation, ensuring compliance at every stage.
Salesperson List
The Salespeople module provides access to a list of all active sales representatives.
Users have the ability to quickly preview basic information such as:
- Salesperson’s personal details
- Number of clients served – the current number of assigned customers
- Sales volume – the number of issued sales documents
- Number of prepared offers – shows the salesperson’s activity in making offers
The Salespeople list ensures fast and clear access to the most important data of each team member, significantly streamlining daily work and allowing for continuous monitoring of sales progress.
Detailed View
When a specific salesperson is selected from the list, the user is redirected to a detailed view showing the full scope of their sales activities.
The data is organized in clear tables, divided into three main sections:
- Clients – a list of customers assigned to the salesperson, with quick access to their status, contact history, and recent activities.
- Offers – all sales offers prepared by the salesperson, including date, status, and value.
- Sales – a summary of completed transactions, providing insight into performance and sales outcomes.
The detailed view offers a comprehensive overview of the salesperson’s work, supporting both performance evaluation and strategic planning of future sales activities.
Who Benefits from the Salespeople Module?
Performance analysis – comparing results by clients, offers, and transactions helps assess salespeople’s effectiveness and supports decisions on team development direction.
Better personnel decisions – identifying strong and weak points within the team enables more effective planning of training, task allocation, and adjustment of sales strategies.
Greater work transparency – organized client and task data helps better plan the workday, effectively manage relationships, and increase sales efficiency.
Self-monitoring capability – constant insight into plan realization and comparison with team results motivates action, fosters self-discipline, and helps maintain high engagement levels.
Efficient document handling – quick access to offer and sales data allows for rapid verification of document accuracy and effective archiving within the system.
Reporting support – clear sales activity summaries facilitate the preparation of precise analyses for management and the finance department.
Modules tailored to your needs
AdoZet 360 offers the freedom of choice, allowing you to mix and match modules that best meet the needs of your business. This gives you a flexible system fully adapted to the specifics of your operations. At any time, you can expand the structure with new functionalities as your organization grows.