Sales Automation Suite Blog

Tile Sales Team Tracking by Dealer, Area and Open Orders
Nishant Patel
11/12/2026
ERP

Tile Sales Team Tracking by Dealer, Area and Open Orders

Short answer: Tile sales team tracking works when every dealer has one salesperson, with the ASM, RSM and GM above them on the record, and the sales head reviews the same five things every week: open orders by salesperson and status, dealers by stage, activities done and overdue, open sample requests, and visits by area. Each salesperson updates the system as they work, so the review needs no phone calls for updates.

Tile factories in Morbi and dealers in Rajkot and across Gujarat run sales teams spread over many districts. This guide covers ownership, the weekly review and how SAS shows it. For general CRM reporting, see tracking sales team performance in a CRM.

Why is tile sales team tracking hard?

The team is on the road, and updates come by call. The sales head knows what each person says, not what the records show.

  • Open orders are not split by salesperson.

  • Dealer stages are not updated.

  • Visits are claimed but not recorded.

  • Samples are sent and never followed up.

How should dealers be assigned to a sales team?

Flow showing who owns a dealer in a tile sales team: salesperson, ASM, RSM and GM

Give each dealer a clear chain of owners.

  1. Salesperson: day-to-day contact.

  2. ASM: area sales manager.

  3. RSM: regional sales manager.

  4. GM: sales head.

What should a tile sales head look at every week?

Table of what a tile sales head should review weekly: open orders, dealers by stage, activities, open samples and visits by area

Five measures, the same every week.

  • Open orders by salesperson and status: what is stuck and why?

  • Dealers by stage: who is moving forward?

  • Activities done and overdue: what was missed?

  • Open sample requests: where is the feedback?

  • Visits by area: which areas are ignored?

How do I stop the review becoming a blame session?

Look at records, not people, and agree one action per problem. Ask "what will move this order?" rather than "why is it late?"

How does Sales Automation Suite support tile sales team tracking?

Sales Automation Suite (SAS) from Peanut Square is one ERP and CRM built for how India sells. It is meant for Indian B2B sellers who outgrow a CRM-only stack: India lead portals and WhatsApp are on the pricing page, the price is in rupees, and it runs on Cloud or On-Premise.

In the SAS Ceramic Stock screens shared by Nishant Patel on 19 Oct 2026 (customer details hidden), the Ceramic Stock Dashboard shows open orders by salesperson with ready, half and not-ready quantity, and Less Stock can be filtered by zone, salesperson, state and group. The SAS knowledge base article on creating a new dealer lists Sales Person, Sales Team, ASM, RSM and GM fields and a dealer stage. The activity dashboard shows all, planned, completed, today's, overdue and cancelled activities, and the dealer dashboard shows charts from dealer data.

The SAS pricing page lists Visit Geo-Tag and Assignment. Our guides on dealer geo location and tile sample request tracking cover two of the five measures.

On price: ₹300/user/month on Premium (40% off ₹500, GST extra, billed yearly).

SAS is built by Peanut Square in Ahmedabad, Gujarat. The SAS tile industry page lists ISO 9001:2015 and ISO 27001:2022.

To see it with your own process: Book a free demo at sas.peanutsquare.com

How should a tile factory track its sales team?

Give every dealer one salesperson with an ASM, RSM and GM above, and review open orders by salesperson, dealers by stage, activities, open samples and visits by area every week.

What is the most useful measure for a tile sales head?

Open orders by salesperson and status. It shows what each person must move this week.

Should salespeople update the CRM daily?

Yes, as they work: activities, visits and dealer stages. A weekly catch-up from memory is not reliable.

How do I see overdue follow-ups?

Use an activity view of overdue activities. The SAS activity dashboard has an overdue section.

Does SAS show open orders by salesperson?

Yes. The SAS Ceramic Stock Dashboard shows open orders by salesperson with ready, half and not-ready quantity, in the screens shared on 19 Oct 2026.