- Navigate to "Report Menu" bar at top.
- Click "Sales By Rep" from the report context menu.
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.
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. |