Salesperson Report in Magaya
Magaya is a powerful tool. But one of the most common questions we get is:
How can I see how many shipments each salesperson is generating?
Is there a simple way to filter that data without checking every record manually?
The answer is yes.
And in this video, we walk you through how to generate a report by salesperson using the Shipment List in Magaya.
This is helpful if you…
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- Need to track your sales team’s performance.
- Want to generate weekly or monthly performance reports.
- Are working on setting up commissions or tracking profitability per executive.
As with most things in Magaya, it all depends on how you’re using the system.If your users are properly configured,If shipments are correctly assigned by user or salesperson,And if you’re using the available system fields…Then you already have all the data — you just need to extract and use it wisely.
Pero, como todo en Magaya, depende de cómo lo estés usando.
Si tus usuarios están correctamente configurados.
Si los embarques están bien asignados por usuario o vendedor.
Y si usas los campos que Magaya ya ofrece…
Entonces ya tienes toda la data que necesitas. Solo hace falta filtrarla.
So, how do you do it?
- Go to your Shipment List.
- Use the filter in the “Created By” or “Salesperson” column.
- Select the user or salesperson you want to analyze.
- Save the view if you’ll be using it regularly.
- Export the report in the format you prefer (Excel, PDF).
🎥 The video above walks you through each step.
Want to take it further?
If you’re already running these types of reports but want to do it faster, more visually, or on a recurring basis — Innobo can help:
- Build personalized dashboards.
- Automate your salesperson reports.
- Train your team to access the data independently.
- Configure Magaya’s backend for optimal reporting.
It all starts with one idea: using the data you already have in a smarter way.
Next steps:
- Watch the video above.
- Follow the steps in your Magaya system.
- Book your FREE 30-minute consultation and take it to the next level.
➡ In just one call, we’ve helped clients save hours of manual work and build the tools they need to make smarter commercial decisions.
Want to learn more?
Schedule a session with our team or check out our Logistics Consulting Services for more information.
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