Sales By Sales Rep dashboard

Sales by Sales Rep dashboard

The Sales By Sales Rep dashboard includes KPIs for these metrics:

  • Sales
  • Commission Cost
  • Commission Margin
  • Commissioned Margin %
  • Commission Amount
  • Number of Orders
Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

  • Sales Measure Trend
  • Top 10 Customers Sales by Salesrep

You can filter the data with these standard filters:

  • Invoice Year (Default value = Current Year)
  • Year/Quarter
  • Year/Month
  • Sales Product Category
  • Sales Manager Name
  • Sales Transaction Type Description
  • Sales Stage Code Description
  • Warehouse Name
  • Outside Salesrep
  • Outside Salesrep Name
  • Warehouse ID
  • Sales Warehouse
  • Vendor Name
  • Buyer Name
  • Vendor #
  • Customer #
  • Customer Name
  • Warehouse Rank
  • Warehouse Division
  • Warehouse Product Status
  • Line Status Type (Default value <> c)