Sales By Rep
- Michelle Cabaya (Unlicensed)
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 |
|---|---|
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.
|
Compare Date Field | Date field to be used in date range comparison.
|
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. |