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 The Sales By Rep show the number of orders associated with a sales rep and total charges found in a date range. It can 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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Quick Tip: This report is filtered by business units. |
To view the report go to Report in the top menu and select Sales by Rep.
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Report Parameters
Field Name | Description |
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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).
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Compare Date Field | Date field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered).
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Report Results
Field Name | Description |
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ID | Human Resource 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. |
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