Field Sales

A Sales Team Leaderboard From Your Own Tally Books

A Sales Team Leaderboard From Your Own Tally Books

You rank salesmen by sales from Tally on the Team Sales leaderboard: five names stacked from the same books the office already trusts, on an Orders or Invoices basis, for Month, Quarter or Year. Receipts cannot change that rank. A sales team leaderboard a distributor can defend, on this Guwahati book, is Station Road against GS Road against Fancy Bazaar, NH-37 and Beltola. Raju's August target is ₹8,00,000. Orders sit at ₹9,20,000. Invoices sit at ₹6,40,000. Gupta Stores paid ₹8,400 by UPI at 3 PM. That money sits on the dealer. It does not climb Raju a row. By 8 PM the owner opens Team Sales on the web, the same screen that also runs on the phone. He picks the period. He toggles the basis. The five people stay five rows. This article walks that ranking, the rupee example, and why a spreadsheet next to Tally is how two brothers start an argument.

Key Highlights

  • Team Sales ranks the field team from Tally sales on an Orders or Invoices toggle, for Month, Quarter or Year
  • Raju's August target is ₹8,00,000. Orders sit at ₹9,20,000. Invoices sit at ₹6,40,000. Gupta Stores' ₹8,400 UPI does not move his rank
  • Reassigning an order's attribution can move a row. Tally is not touched. The voucher keeps the same party, items and number

In This Article

  • How do I rank my salesmen by sales from Tally?
  • The August leaderboard on five names
  • Month, Quarter and Year change who sits on top
  • Orders or invoices, never collections
  • Reassignment moves a row without rewriting Tally
  • What a sales team leaderboard a distributor reads at 8 PM
  • Frequently Asked Questions

How do I rank my salesmen by sales from Tally?

On Team Sales. Open the screen, pick Month or Quarter or Year, toggle Orders or Invoices, and read the five rows.

A sales team leaderboard for distributors is that stack, computed from Tally sales already against each member. A WhatsApp poll at 9 PM is five versions of Tuesday. A sheet typed from memory is a second set of books. Station Road is Raju. GS Road is Manoj. About 120 dealers across five lists. The Salesman app for Tally is where the bookings land. Team Sales is where the owner ranks what those bookings did.

Beat-wise sales management is the day that feeds the rows. Salesman targets and commission from Tally is the target and the commission figure on the same screen. This post is the ranking.

The owner used to call each man. "Kitna hua aaj?" Five answers, five versions of Tuesday. Team Sales also works on the web. Visit capture stays on the phone. Beats, Dispatch and Team Sales run at the desk. By 8 PM the vans are in and the leaderboard is already the books.

The August leaderboard on five names

Keep August as Month. Five targets, typed once. The sales totals below are the worked example on this book.

Salesman Beat August target Orders Invoices
Raju Station Road ₹8,00,000 ₹9,20,000 ₹6,40,000
Manoj GS Road ₹7,50,000 ₹8,10,000 ₹7,20,000
Fancy Bazaar beat Fancy Bazaar ₹6,50,000 ₹6,80,000 ₹5,10,000
NH-37 beat NH-37 ₹6,00,000 ₹5,40,000 ₹4,80,000
Beltola beat Beltola ₹5,50,000 ₹4,90,000 ₹4,20,000

These figures are illustrative, the round numbers a Guwahati wholesaler puts on a field team.

On Orders, Raju sits on top. ₹9,20,000 booked against ₹8,00,000. Manoj is second. Fancy Bazaar has crossed its target. NH-37 and Beltola have not.

On Invoices, Manoj sits on top. ₹7,20,000 billed against ₹7,50,000, still short of target, ahead of Raju's ₹6,40,000. Same five people, same August, two different first places depending on the toggle. Incentive on orders or on invoices is that choice, picked once for the period.

Tuesday, Gupta Stores. Raju checks out and books 14 cartons, ₹42,000. It lands in Tally as an ordinary Sales Order, which is the point of salesman order taking without re-entry. That ₹42,000 is inside Raju's ₹9,20,000. It is inside his ₹6,40,000 only after the office bills it.

A salesman-wise sales report from the register still answers who billed what. The sales team leaderboard a distributor opens at 8 PM is that answer with a target next to it, and the other four names in the same frame.

Month, Quarter and Year change who sits on top

Team Sales has three periods: Month, Quarter and Year. The owner picks one. The target he typed is for that window. Switching the period does not invent a target. He types the number that matches the window.

August as Month is ₹8,00,000 for Raju. Quarter needs its own figure, ₹24,00,000 for July to September. Year is the same move with a larger line, ₹96,00,000 if he wants twelve months on Station Road.

Raju can sit first on the month and third on the quarter if July was thin. Manoj can sit first on invoices for August and still trail a year target if April to June were billed heavy on Station Road. The five people do not share one target. Fancy Bazaar is tighter than Station Road. Each member has his own rupee line. The leaderboard is those five lines stacked for the period on the screen.

What field teams actually need from a Tally app in India does not change with the period. The order still has to land once. The ranking is which window you pay on.

Orders or invoices, never collections

The basis toggle is Orders or Invoices. There is no collections ranking.

On Orders, rank follows the Sales Order. Raju's ₹9,20,000 in August is every order that carries his name in that month, including Gupta Stores' ₹42,000 from Tuesday.

On Invoices, rank follows the invoice. The office has billed ₹6,40,000 of Raju's work. The rest is still a Sales Order sitting open. Pending orders not yet invoiced is that open list. Rank waits for the toggle.

A receipt is a third thing. Gupta Stores pays ₹8,400 by UPI at 3 PM against an old bill. The receipt sits on Gupta Stores. Raju does not climb a row. Manoj does not drop one. Salesman-wise collection accountability is the ledger view of money in, a separate question from who sits first on Team Sales. Mixing the two is how a collections-heavy Tuesday looks like a sales win.

Station Road's overdue still sits on the parties. The leaderboard does not pretend that ₹8,400 was Raju's sale. Rank from Tally sales. Leave the receipt on the dealer.

Reassignment moves a row without rewriting Tally

Wednesday Manoj covers two Station Road shops because Raju is at a family function. He books ₹18,000 at a kirana that sits on Raju's beat. The Sales Order goes into Tally against that party, written back from the phone, with Manoj's name on the attribution.

At night the owner sees ₹18,000 on Manoj. Station Road's target is Raju's. He reassigns that order's attribution to Raju.

Tally is not touched. The voucher keeps the same party, the same items, the same number. Nobody in the office voids and re-enters it. Team Sales now reads the ₹18,000 on Raju. Manoj's line drops it. The leaderboard moves. The books stay the books.

Who gets credit for the order is that name-move. Receipts cannot be attributed. Gupta's ₹8,400 still sits on Gupta Stores after the reassignment. A covering day is a sales-credit problem. It is not a collections-credit problem, because collections never had a salesman name to move.

What a sales team leaderboard a distributor reads at 8 PM

By 8 PM the five vans are in. The owner opens Team Sales. Period is Month. Basis is Invoices. Raju is at ₹6,40,000 against ₹8,00,000. Manoj is at ₹7,20,000 against ₹7,50,000. Fancy Bazaar, NH-37 and Beltola sit under them. Each row is a target, a sales total on the chosen basis, and a commission figure.

The screen also runs on the phone. He can read it after dinner. Station Road stays a named list. There is no scheduler, no map, and no all-day tracking. Rank stays on orders or invoices. The ₹8,400 Gupta sent at 3 PM sits on the dealer.

A spreadsheet next to Tally is how two brothers start an argument about ₹2,80,000. One exported Monday. One typed Wednesday. Team Sales reads the live sales register on the basis he picked, for the period he pays on. That is the whole defence of the ranking.

The ₹8,00,000, ₹9,20,000 and ₹6,40,000 in this article are the worked example on one Guwahati book. The only public scale figures behind Takkada are 100+ businesses and ₹17Cr+ collected monthly, platform-wide.

Frequently Asked Questions

Q: How do I rank my salesmen by sales from Tally?

A: On Team Sales. Pick Month, Quarter or Year, toggle Orders or Invoices, and read the rows. Each member's rank is Tally sales on that basis for that period. Receipts cannot change the rank.

Q: What does a sales team leaderboard for distributors show in August?

A: Each member's target, the sales total on the chosen basis, and the commission figure from that sales total. For Raju in this example the August target is ₹8,00,000, orders sit at ₹9,20,000, invoices sit at ₹6,40,000, and a ₹8,400 receipt at Gupta Stores does not move his rank.

Q: Can I rank salesmen by collections?

A: No. The basis toggle is Orders or Invoices. There is no collections ranking. Money in stays on the dealer ledger.

Q: Do Month, Quarter and Year share one ranking?

A: No. Switching the period shows that window's targets and that window's sales totals. Raju can sit first on the month and behind on the quarter if July was thin. Each period needs its own target number.

Q: Does reassigning an order change who sits on top?

A: It can. Reassignment moves who gets sales credit on Team Sales. The Tally voucher keeps the same party, items and number. Receipts cannot be reassigned, because receipts cannot be attributed.

Q: Is the leaderboard a spreadsheet next to Tally?

A: No. It is computed from Tally sales already against each member. The owner opens Team Sales on the web or the phone and reads the same books the office already trusts.

Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch. Book a free demo.

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