Sales MIS Reports in Borg Desk Workplace | CRM Sales Analytics & Performance Reports

How to Fetch Sales MIS Reports in Borg Desk Workplace ?

Sales MIS Reports in Borg Desk Workplace help management monitor sales activities, team performance, lead conversion, follow-ups, and overall business growth through a centralized reporting dashboard.

How to Fetch Sales MIS Reports ?

Log in to your BORG Desk Workplace account.
From the right-side menu, click MIS Reports.
Select the Sales MIS menu.
Choose the required report type.
Click View / Generate Report.
Export the report in Excel, PDF, or Print format (where available).

Below is a brief description of each commonly used Sales MIS Report in a CRM/ERP like BorgDesk Workplace.

Sales MIS Report	Purpose
Stats by Salesperson	Displays the total number of leads, follow-ups, conversions, sales, and performance of each salesperson. Helps compare individual productivity.
Unattended Lead Details	Lists leads that have pending, overdue, or missed follow-ups requiring immediate action to prevent lead leakage.
Lead Assigned to Person	Shows all leads assigned to each employee, including their current status and workload distribution.
Stats by Source	Displays lead count grouped by lead source such as Website, Facebook, Google Ads, Referral, Walk-in, WhatsApp, etc., helping measure marketing effectiveness.
Stats by Demography	Provides lead statistics based on location such as Country, State, City, or Region to identify geographical demand.
Stats by Category	Groups leads according to business category, industry, or predefined classification for trend analysis.
Stats by Project	Shows the number of leads received, assigned, converted, and pending for each project. Useful for project-wise sales monitoring.
Stats by Product & Service	Displays enquiries and conversions product-wise or service-wise to identify top-performing offerings.
Stats by Status	Summarizes leads based on their current status, such as New, Contacted, Qualified, Follow-up, Won, Lost, Closed, etc.
Converted Leads	Lists all leads successfully converted into customers, along with conversion details and conversion rate.
Today's Follow-up Done	Displays all follow-ups completed by the sales team on the current day, helping managers monitor daily activity.
Lead Type	Categorizes leads by type, such as Hot, Warm, Cold, Prospect, Existing Customer, or other organization-defined classifications for prioritization.

The Sales MIS module includes analytical reports such as:

Lead Summary Report
Lead Source Analysis Report
Sales Pipeline Report
Sales Executive Performance Report
Lead Conversion Report
Product-wise Sales Report
Service-wise Sales Report
Customer Acquisition Report
Branch-wise Sales Report
Daily Sales Report
Weekly Sales Report
Monthly Sales Report
Quarterly Sales Report
Yearly Sales Report
Pending Follow-up Report
Overdue Follow-up Report
Qualified Leads Report
Lost Leads Analysis Report
Quotation Report
Sales Target vs Achievement Report
Revenue Analysis Report
Customer-wise Sales Report
Lead Ageing Report
ROI (Return on Investment) Report by Marketing Source
Traffic Light (Green-Amber-Red) KPI Performance Report
Comparative Current Month vs Previous Month Sales Performance Report

These reports help business owners and management, Track sales team performance, measure lead conversion and revenue trends,analyze the effectiveness of different lead sources and marketing campaigns.
Also Identify pending follow-ups and sales opportunities. Compare performance across branches, products, services, and time periods. Finally you get data-driven business decisions using real-time dashboards and KPIs.

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How to Fetch Sales MIS Reports in Borg Desk Workplace ?

How to Fetch Sales MIS Reports ?

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