Sales Representative Analysis

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Purpose

Display sales by sales representative for a specific date or a range of dates.
Display total sales, margin, and margin percentage for a specific period of time.

Overview

Use Sales Representative Analysis to review sales by sales representatives daily or for specific periods of time. You can also view sales, costs, and margins for a specific sales representative. You can drill down to several levels starting from the sales representative. For example, if you drill down to the sales representative's customers, you can view a specific customer’s invoices, then view a specific invoice.

Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then data for your sales representative ID is displayed. This prevents sales representatives from seeing other sales representative's sales information.

Analyzing Sales for Sales Representatives

To analyze sales representative's sales:

If you want to display data for a single sales representative, clear the All Sales Representatives check box, and enter a sales representative in the Sales Representative field.
Select whether to display data for a range of dates or periods.
Enter a range of dates for which you want to display data in the range 1 From Date and To Date fields, or enter a range of periods for which you want to display data in the range 1 From Period and To Period fields.
If you want to compare data for the range you entered in step 2 with data for another range of dates or periods, select the Range 2 check box, and then enter a range of dates in the range 2 From Date and To Date fields, or enter a range of periods in the range 2 From Period and To Period fields.
Select filter criteria for which to display data.
Select a drill down option.
Select whether to use sales, accounting, or commission cost.
If you want to display data in a currency other than the default currency, click the Lookup button to the right of the Currency field, and select a valid currency.
If you want to display cost of products that have been returned but not restocked, select the Include Cost of Products Returned and Not Restocked check box.
Click the Show Data button in the ribbon to display data on the Results tab. The Totals section displays total sales, margin, margin percentage, and net units for the data.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Sales Representative Analysis window.
Show Data	Click this button to display sales representative data on the Results tab, based on the selected criteria.

Select Tab Fields and Buttons

Field or Button	Description
All Sales Representatives	Select this check box to display data for all sales representatives. This check box is selected by default.
Sales Representative	Enter a sales representative for which to display data, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box.
Range	Select whether to display data for a range of dates or periods. The Date radio button is selected by default.
From Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the first period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
To Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the last period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
From Date (Range 1)	Enter the first date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
To Date (Range 1)	Enter the last date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
Range 2	Select this check box if you want to compare data for two ranges of periods or dates. This check box is cleared by default.
From Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the first period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
To Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the last period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
From Date (Range 2)	Enter the first date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
To Date (Range 2)	Enter the last date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
All Sales Teams	Select this check box to display data for all sales teams. This check box is selected by default.
Sales Team ID	Enter a sales team ID for which to display data, or click the Lookup button to select a sales team ID. This field is only enabled if you clear the All Sales Teams check box.
All Shipping Locations	Select this check box to display data for all shipping locations. This check box is selected by default.
Location (Shipping)	Enter a location prefix or name to display data only for goods shipped from this location, or click the Lookup buttons to select a shipping location prefix or name. These fields are only enabled if you clear the All Shipping Locations check box.
All Sales Locations	Select this check box to display data for all sales locations. This check box is selected by default.
Location (Sales)	Enter a location prefix or name to display data only for goods sold from this location, or click the Lookup buttons to select a sales location prefix or name. These fields are only enabled if you clear the All Sales Locations check box.
All Categories	Select this check box to display data for all product categories. This check box is selected by default.
Category	Enter a product category for which to display data, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
All Products	Select this check box to display data for all products. This check box is selected by default.
Product Code	Enter a product code for which to display data, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.
Product Name	Enter a product name for which to display data, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box.
All Customers	Select this check box to display data for all customers. This check box is selected by default.
Customer Code	Enter a customer code for which to display data, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box.
Customer Name	Enter a customer name for which to display data, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Groups	Select this check box to display data for all customer groups. This check box is selected by default.
Group	Enter a customer group for which to display data, or click the Lookup button to select a customer group. This field is only enabled if you clear the All Groups check box.
All Customer Divisions	Select this check box to display data for all customer divisions. This check box is selected by default.
Customer Division	Enter a customer division for which to display data, or click the Lookup button to select a customer division. This field is only enabled if you clear the All Customer Divisions check box.
Drill Down	Select the information to display if you double-click a sales representative on the Results tab. Select one of the following options: Customer Group Customer Division Category Product
Cost Type	Select whether to use the sales, accounting, or commission cost type. Sales is selected by default.
Currency	Click the Lookup button to select a currency to use for all data displayed on the Results tab.
Sales Representative Type	Click the Lookup button and select the type of sales representatives for which you want to display data (First or Second).
Include Cost of Products Returned and Not Restocked	Select this check box to include cost for products that were returned but not restocked.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays sales representative data based on the criteria selected on the Select tab. Double-click a line to drill down to more detailed data. The window that appears when you drill down is based on your selection in the Drill Down field on the Select tab, as follows: Customer - Displays Sales Representative by Customer Inquiry, which allows you to view customer sales for a selected sales representative. Group - Displays Sales Representative by Customer Inquiry, which allows you to view group sales for a selected sales representative. Division - Displays Sales Representative by Customer Inquiry, which allows you to view division sales for a selected sales representative. Category - Displays Sales Representative by Product Inquiry, which allows you to view product category sales for a selected sales representative. Product - Displays Sales Representative by Product Inquiry, which allows you to view product sales for a selected sales representative.
R1 Total Sales	This field displays range 1 total sales for the data displayed in the Results grid.
R1 Margin	This field displays range 1 total margin for the data displayed in the Results grid.
R1 Margin %	This field displays the range 1 margin percentage for the data displayed in the Results grid.
R1 Total Net Units	This field displays the range 1 net units sold for the data displayed in the Results grid.
R2 Total Sales	This field displays range 2 total sales for the data displayed in the Results grid.
R2 Margin	This field displays range 2 total margin for the data displayed in the Results grid.
R2 Margin %	This field displays the range 2 margin percentage for the data displayed in the Results grid.
R2 Total Net Units	This field displays the range 2 net units sold for the data displayed in the Results grid.