# Employee Wise Profit Report
Summarises profit or loss by sales employee for a selected period. Use it to compare rep-level margins and identify employees whose sales contribute the most—or least—to bottom-line profit.
Overview
Go to Sales → Profit Report → Employee Wise Profit Report.
What it shows. Profit or loss attributed to each employee based on their sales in the period, with sale amount, sale cost, return amount, return cost, profit, markup %, and margin %. Returns (credit notes) on an employee's sales are netted off, so profit reflects the value retained after returns. Identifies which employees drive the highest margin and which generate losses for the company.
When to use it. Evaluate sales team profitability, coach reps on discounting, and align incentives with margin—not just volume.
Employee Wise Profit Report
Filtration — Duration of sale
Use Cases
- Sales team margin review — Rank employees by total profit for monthly performance meetings.
- Discount coaching — Identify reps with high volume but low or negative profit.
- Incentive design — Balance volume-based commissions with margin-based rewards using this report.
- Territory comparison — Compare profit contribution across employees for the same period.
Filters
- Duration of Sale — Limit sales to a specific date range.
Columns
| **Column** | **Description** |
|------------|-----------------|
| **Employee** | Name of the sales employee (bills with no employee are grouped as "Other"). |
| **Sale Amount** | Total taxable sales value attributed to the employee. |
| **Sale Cost** | Cost of goods sold on those sales. |
| **Return Amount** | Taxable value of returns (credit notes) on the employee's sales. |
| **Return Cost** | Cost of goods sold reversed on the returns. |
| **Profit** | (Sale Amount − Sale Cost) − (Return Amount − Return Cost). |
| **Markup %** | Profit as a percentage of net cost (Sale Cost − Return Cost). |
| **Margin %** | Profit as a percentage of net sale (Sale Amount − Return Amount). |
Actions
- View Details — Drill into bills for an employee where supported.
- Export — Download to Excel or PDF for management review.
- Print — Print the employee-wise profit summary.
- Filter & Sort — Adjust duration of sale.
FAQ
How is profit assigned to an employee?
Profit is attributed based on the sales employee or in-charge recorded on each sale invoice in the period.
How is this different from Employee Wise Sale Report?
Employee Wise Sale Report shows bill count and total value. This report shows profit and margin after cost.
Are returns included?
Yes. Returns (credit notes) raised against the employee's sale invoices are netted off—the Return Amount and Return Cost columns show the reversal, and the employee's profit is reduced accordingly.
Can I filter by one employee?
The report lists all employees for the period. Export and filter in Excel, or use Bill Wise Profit Report filtered by employee for invoice detail.
Which cost is used?
Item cost at invoice plus estimated margin rules — same engine as other profit reports.
Should commission use this report?
Use Sale Target Commission for payroll. Profit report is for margin management.