Sales Top 10 Details by Sales Representative
You access this report in these ways:
- From the Top 10 Sales
Persons in previous month metric in the Sales Dashboard: The report shows the
top ten sales representatives.
See Sales Dashboard
- By clicking a customer in the Sales Top 10 Details by Customer report and selecting : The report displays the ten sales representatives who have sold most to the selected customer.
- By clicking a Item in the Sales Top 10 Details by Product report and selecting : The report displays the ten sales representatives who have sold most of the selected Item.
When accessed from the metric, the report is filtered by Location by accounting entity, All Items, Customers by region, All revenue origins, and by the previous month - inherited from the metric.
When accessed from the Sales Top 10 Details by customer report, the report is filtered by Items by item group, Customer and by selected month.
When accessed from the Sales Top 10 Details by Product report, the report is filtered by Product, Customers by region and by selected month.
You can apply different filters; for example, to discover the top sales representative in a particular region.
To change a filter, select from the Location, Product, Customers, Revenue Origin, and Time lists. If the lists are not displayed, click the down arrow in the report heading.
Like the Top 10 Sales Representatives in previous month metric, this report displays, by default, the top ten sales representatives in terms of Net Revenue from invoiced sales. But here, you can also calculate the top ten Items in these terms:
- Value of discounts given: Which Items were most heavily discounted. Discounts are Gross Revenue less Net Revenue.
- Percentage of discounts given: Which Items were most heavily discounted as a percentage of Gross Revenue from sales of those Items.
- Gross Profit.
To change the Top 10 measure, click Net Revenue, Discount, Discount in %, or Avg Price in the column headings. Values in the selected column are sorted in descending order.
The report displays data in these columns:
sales representative
This column displays each of the top ten sales representatives according to the currently selected measure.
- Time Analysis: Displays
the Sales Time Analysis sales representative Comparison report.
See Sales Time Analysis Sales Representatives Comparison
Note: This report is displayed regardless of which sales representative is clicked. - by Product: Displays the Sales Top 10 Details by Product report.
- by Customer: Displays the Sales Top 10 Details by Customer report, but filtered to display only Customers who purchased the selected Item.
Revenue trend
This sparkline shows the trend of Net Revenue from invoiced sales over the previous 12 months.
Net Revenue
This column is selected by default. It displays this information:
- Net Revenue earned by each of the top ten sales representatives in the previous month
- Total Net Revenue earned by the top ten sales representatives
- Total Net Revenue
- Share of top ten sales representative : The percentage of the total Net Revenue that was earned by the top ten sales representatives in terms of the currently selected measure.
Discounts
Click Discounts to display the ten sales representatives who gave the most discounts. Discounts are Gross Revenue less Net Revenue from invoiced sales. The column displays this information:
- Total Discount given in by each of the top ten sales representatives in the previous month
- Total of Discounts given by the top ten sales representatives
- Total Discounts
- Share of top ten sales representative : The percentage of total Discount that was given by the ten most successful sales representatives in terms of the currently selected measure.
Discounts in %
Click Discounts in % to display the top ten sales representatives in terms of discounts given as a percentage of Gross Revenue. The column displays this information:
- Percentage Discount given by each of the top ten sales representatives in the previous month
- Percentage of Discounts given by the top ten sales representatives
- Percentage Discounts given by all sales representatives
Gross Profit
Click Gross Profit to display the top ten sales representatives in terms of the gross profit they generated. The column displays this information:
- Gross Profit in respect of the Items sold by the top ten sales representatives in the previous month
- Gross Profit in respect of the top 10 sales representatives: The average of the gross profit for the top ten.
- Gross Profit in respect of of all Items.