Sales Time Analysis Sales Representatives Comparison
You access this report by clicking any sales representative in the Sales Top 10 Details by sales representative report and selecting .
See Sales Top 10 Details by sales representative.
This report is also available as a trend analysis. Click the Trend tab to display the Sales Time Analysis Sales Representatives Trend report.
Sales Time Analysis Sales Representatives Trend.
By default, the top ten sales representatives displayed in the chart and table are those displayed in the Top 10 Sales Representatives metric in the . That is, they are the top ten sales representatives in terms of the Net Amount earned by them in a selected month. The column chart and table compare the Net Amount in the selected month with the Net Amount in the prior month. You can select different periods to compare, and change the period type from Months to Years or Quarters. For each sales representative, the table displays the variance between the figures for the selected periods.
By default, the table displays the top ten sales representative. You can instead display all sales representatives or the Flop 10 Sales Representatives. Click Top 10 sales representatives in the table heading and select or . If you select Show all, a tachometer chart is displayed.
The tachometer chart represents total variance between the figures for the selected periods for all customers. Zero% variance is represented as 100%. So, for example, if variance is 5% the pointer is at 105% and, if the variance is -5%, the pointer is at 95%.
Interpretation of the tachometer chart depends on the measures selected in the report. For example, for Net Amount or Average Price, figures greater than 100% are desirable.
By default, the view of the data is filtered by these categories:
- Location by accounting entity
- Customers by region
- All Items
- Invoices
- Net amount/revenue earned
- All revenue origins.
To change your view of the data, select from the Location, Product, Customers, Sales Phase, Measure and Revenue Origin lists. For example, view the results for a particular region or view results for canceled sales orders. If the lists are not displayed, click the down arrow in the report heading.
To change the compared months, click in the table heading. The Time Settings dialog is displayed.
See Time Settings.
To change the period type to compare, select Year, Quarter or Month from the Level list. Select the periods to compare from the Base Period and Compare With lists.
To view key metrics for a sales representative, click the sales representative in the table and select Key Metrics. The Sales Key Metrics report is displayed.
See Sales Key Metrics .