What does the Sales by Rep report show?

If you have the Sales Team Management feature set up, the Sales by Rep report gives some great comparisons between all of your Sales Reps.

With this report you can:

  • Find out how much money in sales each of your sales reps has generated.
  • The report comes with a summary and a detail view.
  • Combined autopay sales will be displayed as a single sale with each transaction separated into its own line item.

How do I use this report?

This report can help you compare the performance of your sales reps. Combined autopay sales will be displayed as a single sale, with each transaction separated into its own line item.

Before you start

Contents

New to the report

If you utilize the Sales rep feature this report will assist you with tracking the sales performance of the sales reps you've set up in the software. The Sales report also provides great information about individual sales reps.



Things to know

  • If you click the Go! button and nothing happens, then your staff members have not completed any sales between the start and end dates you set.
  • The first time you run this report, it will default to Summary view and accrual accounting basis. If you change this, then the report will remember what view and accounting basis you selected and choose this basis as its default going forward.



First run instructions

  1. Go to the Reports tab and choose Sales from the tabs on the left.
  2. To narrow the list, select General Sales from the filters, and then click Sales by Rep to open the report.
    • Note: You can always use the search bar at the top right to search for Sales by Rep by name, and if it's a report you use often, then consider making it one of your favorites.
  3. To manually change the report's start and end dates, you can type them in, or click one of the Quick Dates options.
  4. You can narrow the report's results by modifying the report's filters. For more information about the filters and terminology featured in this report, click here.
  5. Select  Summary or Detail view.
  6. Lastly, select an Accounting Basis.
  7. Click Go! to generate the report based on the filters you selected.

To learn more about the report's results, read the Understanding the results section below.



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Familiar with this report

If you’re familiar with the Sales by Rep report, you can find quick run instructions, information about the results, and the terminology featured in this report below.



Things to know

  • If you're utilizing the Sales rep feature, you can assign a Sales Rep to each client's Profile screen. The Sales by Rep report will show you how much each rep's clients spent online. Simply select "Online Store" from the drop-down Location menu. Additionally, if your Sales reps receive commissions for every sale—whether it's in consumer mode or business mode—then this extra statistic allows you to calculate the amount owed for online store sales. Or, you might just be curious about which reps bring in clients that spend the most inside your online store.



Locate and generate

  1. Go to the Reports tab and choose Sales from the tabs on the left.
  2. To narrow the list, select General Sales from the filters, and then click Sales by Rep to open the report.
    • Note: You can always use the search bar at the top right to search for Sales by Rep by name, and if it's a report you use often, then consider making it one of your favorites.
  3. Select a date range by typing in the dates or click on a Quick Dates option.
  4. You can narrow the report's results by modifying the report's Filters and Options sections.
  5. Click Go! to generate the report based on the filters you selected.

For more information about the filters and terminology featured in this report, click here.



Understanding the results

The report will display results broken down by each staff member.



Detail view

In Detail view, the report categorizes items under the name each Sales Rep. Each item is categorized under that sales rep that was assigned to the sale. If an item did not have a Sales Rep assigned, then the item is in the "Unassigned" section. If you've generated the report using this view, your results will include the client's name, sales ID, the sales date, the item name, revenue category, quantity, discount amounts, taxes, and the total.





Summary view

In Summary view, the report's results list tickets sold, subtotal, tax, and total payment tendered for items sold per rep. The sum totals for subtotal, tax, and total payment tendered (for all reported reps) are displayed at the bottom.





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Filters and terminology

Within this report’s results, you'll see the following filters and terms:



Report filters

Filter name Description
Show tagged clients only If you previously tagged a list of clients in the system, then checking this box will run the report for those clients only. Learn more about tagging.
Sale location You can use this multi-select list to filter by multiple business locations or find sales from your online store. By default, the filter is set to "All locations."
Products/Services This will allow you to filter the report's results to services only, products only, or all products and services. Choosing "All products & services" will show items such as gift cards and shipping/handling, which will not show up with the other options.
Revenue Category Choose a revenue category from the multi-select filter. Only those categories with sales during the selected date range will appear on the drop-down list. If no sales were made for the category, then the category will not be listed.
Sales rep You can filter this report for a specific rep, all sales with a rep assigned, or all sales without a rep assigned. Filtering the sales report by sales rep requires that you assign each rep their own login and that they use it every time they make a sale.
Autopays You can control whether or not the report considers autopays. Choose Include Autopays, Exclude Autopays, or Autopays Only from the drop-down menu.
View
  • Summary view: The report results list tickets sold, subtotal, tax, and total payment tendered for items sold per rep. The sum totals for subtotal, tax, and total payment tendered (for all reported reps) are displayed at the bottom.
  • Detail view: In detail view, the report categorizes items under the name each Sales Rep. If an item did not have a Sales Rep assigned, then the item is in the "Unassigned" section.
Accounting Basis This report can be generated in accrual basis, cash basis, or accrual and cash combined. Note: Select the "More" link to access the Accrual & cash combined filter. If you select it, then the report will display all sales, including purchases of account payment items that were made using a non-cash equivalent (e.g., trade) payment method.
Show Returns Check this box to include returned sales in the report's results.
Go! Clicking this button generates the report based on the filters that you set.
Print This Report This will open your computer's print menu so that you can print the report.
Export to Excel This will generate a spreadsheet containing the report's data in Microsoft Excel. To learn about exporting reports to Excel, click here.
Export to PDF This will format the report's results into a PDF file that can be saved to your computer. Printing directly from a PDF may solve formatting issues that arise when trying to print reports directly from an internet browser.
Save This Report Click here to learn about using the Save This Report feature.
Tag Add Adds the list of clients displayed to the list of clients you have tagged in the past.
Tag New This deletes the old list of tagged clients (it doesn't actually delete the clients, just the list), then it adds everyone displayed to a new list of tagged clients. It's the closest thing we have to start with a new list of tagged clients.
Untag clients This will remove any clients generated by the report from the tagged list.
Constant Contact There are currently two versions of the email marketing program:



Report terms - Detail view

Term Definition
Sales ID The Sale ID number associated with this particular item. By clicking on the Sale ID, you will be directed to the Manage Sales screen, which has detailed information about all the items included in this sale.
Sale Date The date of the sale.
Client The client associated with this particular transaction. By clicking on the name of the client, you will be directed to the default landing page on the client's account.
Item Name The name of the item sold.
Category The revenue category for the product or service.
Item Price The price of the item sold.
Quantity The quantity sold of that particular item
Subtotal The item’s subtotal before discounts and tax were applied.
Discount Percentage The percent discount that was applied to the item’s subtotal.
Discount Amount The discount amount, in dollars, that was applied to the item’s subtotal.
Tax The tax that was applied to the item’s subtotal.
Total The item’s total with any discounts and tax applied.



Report terms - Summary view

Term Definition
Sales Rep The name of the sales rep. If a sales rep was not assigned to items, then the items will have “Not Assigned” as their Sales Rep.
Tickets Sold The number of tickets (individual Sale IDs) that were assigned to this Sales Rep for the given date range.
Subtotal The items’ subtotal before discounts and tax were applied.
Tax The amount of tax that was applied to the item(s).
Total The items’ total once discounts and tax were applied.



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