# Item Group Wise Performance

<p class="doc-lead">Tracks employee sales performance by item group for a selected month—quantity, value, and target achievement. Use it to monitor product-category targets and rep performance by group.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/sales/reports/item-performance?id=overview">Overview</a>
<a href="#/sales/reports/item-performance?id=use-cases">Use Cases</a>
<a href="#/sales/reports/item-performance?id=filters">Filters</a>
<a href="#/sales/reports/item-performance?id=columns">Columns</a>
<a href="#/sales/reports/item-performance?id=actions">Actions</a>
<a href="#/sales/reports/item-performance?id=faq">FAQ</a>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview</h2>

Go to <b>Sales → Employee Reports → Item Group Wise Performance</b>.

<p><b>What it shows.</b> Employee-wise sales for each item group in the selected month and year. Each item group's quantity sold, sales value, assigned target, and achievement can be monitored.</p>

<p><b>When to use it.</b> Review category-level target attainment, compare reps on specific product groups, and align field focus with category priorities.</p>

Report title in ERP: <b>Item Group Wise Performance</b>

<b>Item Group Wise Performance</b>
<img src="sales/images/employee-item-wise-sale-report.webp" alt="Employee Item Wise Sale Report" loading="lazy">

<b>Filtration — Month &amp; Year</b>
<img src="sales/images/employee-item-wise-sale-report1.webp" alt="Employee Item Wise Sale Report1" loading="lazy">

<hr class="doc-section-divider">

<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Category target review</b> — Check each employee's quantity and value against item group targets for the month.</li>
<li><b>Product focus coaching</b> — Identify reps underperforming on strategic item groups.</li>
<li><b>Monthly field review</b> — Compare item group sales across the team before incentive calculation.</li>
<li><b>Assortment planning</b> — See which item groups drive the most volume by employee and territory.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="filters">Filters</h2>

<ul>
<li><b>Month &amp; Year</b> — Select the performance period.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| **Employee** | Name or code of the sales employee. |
| **Item Group** | Product category or item group. |
| **Target Quantity** | Assigned quantity target for the group. |
| **Achieved Quantity** | Actual quantity sold in the period. |
| **Target Value** | Assigned value target for the group. |
| **Achieved Value** | Actual sales value in the period. |
| **Achievement %** | Percentage of target achieved, if displayed. |

<hr class="doc-section-divider">

<h2 id="actions">Actions</h2>

<ul>
<li><b>View Details</b> — Drill into bills or items for an employee and group where supported.</li>
<li><b>Export</b> — Download to Excel or PDF for target review meetings.</li>
<li><b>Print</b> — Print the item group performance summary.</li>
<li><b>Filter &amp; Sort</b> — Change month or year.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<b>Where are item group targets set?</b><br>
Targets are configured in employee or sales target setup—assign quantity and value targets per item group for each rep.

<b>How is this different from Brand Wise Performance?</b><br>
Item Group Wise Performance breaks down sales by product category. Brand Wise Performance breaks down sales by brand.

<b>How is this different from Item Wise Sale Report?</b><br>
This report focuses on employee achievement against item group targets. Item Wise Sale Report shows item-level sales totals without target comparison.

<b>Can one employee have multiple item group rows?</b><br>
Yes. Each employee appears with a row per item group they have targets or sales for in the period.
<p><b>What is item group performance?</b><br>Sales quantity and value by item group for the selected employee — useful for range selling reviews.</p>

<p><b>How is this different from Item Wise Sale Report?</b><br>Item Performance is employee × item group. <a href="#/sales/reports/item-wise-sale-report">Item Wise Sale Report</a> is item totals across all staff.</p>
<hr class="doc-section-divider">
