Navigate to "Report Menu" bar at top.
Click "Sales By Rep" from the report context menu.
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The report "Sales By Rep" is a valuable tool to help analyze which sales representatives have produced the most revenue over a period of time, to help analyze which representatives have performed the best, and to show how a single representative's statistics have differed over different time ranges.
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Report Parameters
Field Name | Description |
|---|---|
From | Beginning date of date range for financial data to be pulled for sales representative. |
To | Ending date of date range for financial data to be pulled for sales representative. |
Service Types | Service types to be used for calculating sales representative's total orders and dollar amount (Options include Routed, On Demand, or All Service Types) |
Compare Date Field | Date field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered) |
Report Results
Field Name | Description |
|---|---|
ID | Human Resource ID number used to distinguish different sales representatives. |
Last Name | Last name of the sales representative for orders or stops in date range. |
Orders | Number of orders that were associated with sales representative in date range. |
Total | Total amount of revenue associated with sales representative in date range. |
Average | Average amount of revenue per order stop for sales representative in date range. |