Sales By Sales Rep Profit Comp Components

The Sales By Sales Rep Profit Comp allows businesses to analyze and compare the performance of sales representatives and view the profit generated by the representatives over different time periods. This report includes import details, such as net sales, net sales profit and the profit percentage.

Key Sections of the Report

The report is structured into five primary sections:

1. Name: This section displays the name of the sales representative.

2. Net Sales (Sales Rep): This section focuses on showcasing the net sales executed by the sales representative during the chosen time period. This section is further divided into sub-sections:

   • Group: This section breaks down the net sales by the selected time period grouping (e.g., daily, weekly, quarterly, yearly).

   • Total: This section provides the aggregate sales by the sales rep over the chosen reporting period.

3. Net Sales Profit (Sales Rep): Following the net sales, this section outlines the net profit generated by the sales rep from the sales done within the specified timeframe.

   • Group: This section breaks down the net profit by the selected time period grouping (e.g., daily, weekly, quarterly, yearly) to track spending patterns.

   • Total: This section provides the aggregate profit generated by the sales rep over the chosen reporting period.

4. Profit %: This section explicitly expresses the profit percentage achieved from the sales made by the sales representative.

5. Total: The "Total" section at the bottom of the report gives you the total amount of all the sub-sections in the report.

Navigating the Report

To delve deeper into the details of the sales, users can click on the "Net Sales" figure within the report. This action will lead to a detailed breakdown of each sales transaction, including details such as the transaction number, transaction type, transaction date, reference number, account name and the transaction amount.

Net Sales (Sales Rep) Fields

Field	Description
Txn Number	This field displays the unique identifier assigned to each sales transaction. It helps in tracking and referencing specific sales transactions within the system.
Txn Type	This field indicates the type of transaction (e.g., Invoice, Sales Receipt).
Txn Date	This field shows the date of the transaction.
Account Name	This field shows the name of the account associated with the transaction.
Entity Name	This field displays the name of entity (e.g. customer) associated with the transaction.
Ref Number	This field displays the reference number for the transaction (receipt or invoice number).
Sales Rep	This field displays the name of the sales representative associated with the transaction.
Amount	This field shows the transaction amount.

Exploring Transaction Details

Additionally, users can click on the values under the clickable columns such as Transaction Number, Transaction Type, Transaction Date, Reference Number, Sales Rep, and Amount to view the journal details of each transaction. This allows for a comprehensive analysis of each sales transaction.