Percentage of Customers per Salesperson

Percentage of Customers per Salesperson

This employee key performance indicator shows the ratio (percentage) of total number of customers to the total number of available sales representatives. To define the percentage of customers per sales person the following formula is used:

Percentage of customers per salesperson = Total number of sales representatives /Total number of customers

To define total Percentage of customers per salesperson in your company please follow the steps below:

• Create the custom field “Number of Salespersons” for project with the code “cf_number_of_salespersons”



• To enter the value of the custom field “Number of Salespersons” per project you need to right click on task group with project tasks, select “Custom fields options” and select “Edit”



• To enter the value for the custom field right click on task group and select “Edit”



• Create the custom field “Number of Customers” with the code “cf_number_of_customers”



• To enter the value of the custom field “Number of Customers” per project you need to right click on task group with project tasks, select “Custom fields options” and select “Edit”



• To enter the number of customers for task group right click on task group with project tasks and select “Edit”



• Create the custom field “% of Customers per salesperson” with the formula:

ToFloat($cf_number_of_salespersons) / ToFloat($cf_number_of_customers)  *100



• On Task Tree select the task group for which you need to display the value of this KPI, select “Custom fields options” and set the following custom fields settings for the custom field “% of Customers per salesperson”:
  • - In “Settings for” select “This task group”
  • - select “Enable”
  • - select “Calculated by custom field formula (for task group)”





Percentage of customers per salesperson on Task Tree