The Sales Report by Salesperson shows a list of jobs (that do not have a Contract Status of “Cancelled” or “Finance Rejected”) grouped by Salesperson (located in the Job Data Entry Screen).
| Report Columns Displayed | Description |
|---|---|
| Job Number | Displays the Job Number from the Job Data Entry Screen |
| Job Status | Displays the Job Status from the Job Data Entry Screen |
| Contact Name | Displays the name of the Contact from the Contact Data Entry Screen |
| Product Name | Displays the Product Name from the Job Data Entry Screen (in the Products & Services area) |
| Product Sale Date | Displays the [Product] Sale Date from the Job Data Entry Screen (in the Products & Services area) |
| Product Price | Displays the [Product] Price from the Job Data Entry Screen (in the Products & Services area) |
| Product Adjustment | Displays the [Product] Adjustment from the Job Data Entry Screen (in the Products & Services area) |
| Product Total | Calculates the total Product Price adding or subtracting any adjustments |
| Filtering Options (ie-Date Range) |
|---|
| All Records |
| Contract Date Range |
| Job Sale Date Range |
| Job Completion Date Range |
| Product Sale Date Range |
| Grouping Options |
|---|
| Automatically by Salesperson |
