Summary
This report gives users a summary of sales by user by the Product Group set in "Group Reports On" in Administrator (typically Brand)



Report Location 

Report Category: Sales

Report Sub Category: Summary

Report: User Sales by Brand



Report Sample



Totals & Sub-Totals 

  • Grand Total 



Parameters 

  • Account Groups (as set in "Reporting Config" within Perenso Administrator)
  • Period: Years, Months, Cycles, MAT, Weeks 



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Orders in this report are only counted if the order sent



Sort Order 

  • User 



Column Details 

  • User  
    This column returns the Display Name of the user.
    Only users where the User Type has "I would like to Report on these Users" checked on in Administrator (System Config \ User Types) will show in this report.
     
  • Days In Field
    This column returns the total number of days where a complete call on an Account exists. A day is excluded from "Days In Field" if any "Meeting Type" call or "Leave Type" call also exists on that day.
    For example, if Monday has a "Sick Leave" call in it (a Leave Type) and also a completed call on an account, this day is NOT counted towards "Days In Field" as a "Sick Leave" call exists on that day.

  • # of Calls
    This column returns the total number of completed calls on any active account for the period specified within the parameters. Only calls set to "Count Towards Call Rate" in Administrator count.

  • Calls Per Day    
    This column is calculation. The calculation is: # of Calls / Days In Field = Calls Per Day.

  • Total Sales    
    This column returns the Total NIS sales for the user for the selected period for ALL calls.

  • Brand 1 through to Brand 10  
    This column returns the Total Sale Price for the Product Group for orders taken by the user for the selected period ALL calls.
    The "Group Reports On" Product Group defines the groups shown as columns. This is defined in Administrator within "Reporting Config". For example, if the "Group Reports On" Product Group has been set to "Brand" then these columns will return Brands.