Sales By Rep

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, help analyze which representatives have performed the best, and show how a single representative's statistics have differed over different time ranges.

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.

Report Parameters

Field Name

Description

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.

  • All Service Types

  • On-Demand Orders

  • Routed Service

Compare Date Field

Date field to be used in date range comparison.

  • Due Time To

  • Ready Time From

  • Ordered Time

  • Delivered

Report Results

Field Name

Description

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.