Overview

This report provides a summary of loans, scheduled payment performance, and actual receipts per salesperson. It was developed based on specifications from Lewfin in Namibia; any change requests must comply with the original requirements.

MaxAdmin Setup

No specific MaxAdmin setup is required for this report.

MaxMoney Setup

Resources

The security option for this report is available under the Report Section of Setup > Security Roles > Salesperson Performance Report.

How to Access the Report

In MAXMONEY, go to: Reporting > Performance > Performance by Salesperson Report.

Report Filters

The report offers selection options to refine information, including the ability to drill down to branch level. The following selections are available:

General

• Branch: Generate the report for Salespersons operating within a specific branch.

• Region: Generate the report for Salespersons in a specific region.

• File Format: Choose to generate the report in XLSX or XLS format.

Salesperson

• Date Start: (Required) Enter the start date for the report in DD/MM/YYYY format. This date is used for calculating:

  • Active Clients

  • New Clients

  • Credit Income Earned

  • Actual Written Off in Period

  • Debtors Book Value

  • Loan Agreements Disbursed During This Period

  • Performance of Payments Scheduled for this Period

  • Actual Receipt During this period

• Date End: (Required) Enter the end date for the report in DD/MM/YYYY format. This date is used for calculating:

  • Active Clients

  • New Clients

  • Credit Income Earned

  • Actual Written Off in Period

  • Debtors Book Value

  • Loan Agreements Disbursed During This Period

  • Performance of Payments Scheduled for this Period

  • Actual Receipt During this period

  • Next Period values

• Salesperson: (Optional) Generate the report for a specific salesperson or for all salespersons.

Report Columns