Sales Report by Salesperson

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).

Sales Report by Salesperson

Report Columns DisplayedDescription
Job NumberDisplays the Job Number from the Job Data Entry Screen
Job StatusDisplays the Job Status from the Job Data Entry Screen
Contact NameDisplays the name of the Contact from the Contact Data Entry Screen
Product NameDisplays the Product Name from the Job Data Entry Screen (in the Products & Services area)
Product Sale DateDisplays the [Product] Sale Date from the Job Data Entry Screen (in the Products & Services area)
Product PriceDisplays the [Product] Price from the Job Data Entry Screen (in the Products & Services area)
Product AdjustmentDisplays the [Product] Adjustment from the Job Data Entry Screen (in the Products & Services area)
Product TotalCalculates 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

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