Sales by Sales person Report in Accoxi

The report helps to analyze and manage company’s sales volume with the sales persons and also helps to evaluate the performance of each and every sale

SALES BY SALES PERSON

The "Sales by Salesperson Report" provides a concise overview of sales performance attributed to individual salespersons. It includes details such as salesperson names, total sales, number of transactions, and total sales amount. This report helps businesses assess the effectiveness of their sales team and make informed decisions to optimize sales strategies.

Sales By Sales Person

SALES BY SALES PERSON IN ACCOXI

Sales By Sales Person Report

The "Sales by Salesperson Report" facilitates the analysis and management of a company's sales volume attributed to individual salespersons. It aids in evaluating the performance of each salesperson within the organization. The report includes names of salespersons, total sales committed, number of sales invoices, amount of credit notes, and the total invoiced amount by each salesperson. Users can access this report under the sales section in the report module. It serves as a valuable tool for assessing and optimizing the sales team's contributions.

Menus Available In Sales By Sales Person

MENU AVAILABLE IN SALES BY SALES PERSON REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and sales person.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN SALES BY SALES PERSON REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Name

This field displays the salesperson associated with the invoice.

Count

This column shows the total number of sales invoices committed by the salesperson.

Total Sales

This field displays the total amount of sales invoiced by the salesperson, indicating the cumulative value of their sales transactions.

Credit Notes

This column shows the total amount of credit notes issued by the salesperson, providing insight into the adjustments or returns processed by that individual.

Total Amount

This field shows the sum total amount of sales invoiced by the salesperson, taking into account any deducted returned amounts. Essentially, it reflects the net sales amount after considering returns.

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