Sales by Rep

Sales by Rep

Updated over a week ago

This report will show you all sales for each rep during the specified time period.

Filters

Transaction Date - Confirmed Date or Fulfilled Date.
From - To Date - Starting time and ending period
Order Status - All, Confirmed, Inprocess, or Fulfilled

The default date range is from today to 1 months back.

Data

This report includes the following Fields

Header Fields

Name - Sales Rep User ID.
Items - Number of items sold by the sales rep.
Items % - This is the percent of all items sold by the sales rep. Calculated using the formula: [(Items / Total Items)*100]
Price / Item - This is average revenue generated per item sold by the sales rep. Calculated using the formula: Sales / Items.
Tax - This is the total of all taxes that were charged to the orders sold by the sales rep.
Sales (W/O Tax) - This is the total sales for all orders minus any taxes charged. Calculated using this formula: (Subtotal of all orders from the channel - discounts from the channel).
COGS - This is the value of inventory being sold. Calculated using this formula: (Variant MAC * total quantities in orders).
Profit - This is the profit generated by all the orders sold by the sales rep. Calculated using this formula: [Sales (W/O Tax) - COGS].
Profit Margin % - This is the gross margin of all orders sold by the sales rep. Calculated using this formula: [(Sales (W/O Tax) - COGS)*100] / Sales (W/O Tax).
Commission - This is total estimated commission for the sales rep.

Subheader Fields

Order Id - Sales order number.

Customer - Sales to specific customers.
Items - Number of items sold on the order.
Price / Item - This is average revenue generated per item sold on the order. Calculated using the formula: Sales / Items.
Tax - This is the total of all taxes that were charged to the order.
Sales (W/O Tax) - This is the total sales value of the order minus any taxes charged. Calculated using this formula: (Subtotal of the order - order discount).
COGS - This is the value of inventory being sold. Calculated using this formula: (Variant MAC * total quantity on order).
Profit - This is the profit generated by the order. Calculated using this formula: [Sales (W/O Tax) - COGS].
Profit Margin % - This is the gross margin of the order. Calculated using this formula: [(Sales (W/O Tax) - COGS)*100] / Sales (W/O Tax).
Commission - This is the estimated commission for the sales rep. 

Info

Reports can be exported to Excel. Reports can also be emailed to 5 email addresses at a time.

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