Summary
Allows users to report on Sales vs Target and Calls, including a breakdown of sales taken in orders that do and do not count towards call rate.
Report Location
Report Category: Sales
Report Sub Category: Summary
Report: Rep Summary - Target and Activity
Report Sample
Totals & Sub-Totals
Grand Total
Parameters
- User (Multi Select)
- Period (note this is predefined to the following):
- Today
- Yesterday
- Week
- Month
- Year
- MAT
- Custom (Cycle)
Requirements for report
- Accounts exist in the Perenso database.
- Report Config has been done in Administrator
- If run by a Manager, all Reps will be seen
- If run by a Rep, they will only see their own results
Sort Order
- User (A-Z)
Column Details
· User
This column Display Name of the users. All users who are Active and visible to the logged in user are returned.
· Total Days
Returns the total number of days in the selected period (e.g. May-2019 is 31)
· Days Elapsed
Days Elapsed \ Total Days
· % Elapsed
This column returns the total number of completed calls on any active account for the call type and period specified within the parameters.
· Total Sales
Total NIS value of orders placed during the selected period that are marked as sent
· Total Target
If run for a month, returns the target value for that month for that user
Does not return results for Day or Week as targets are not loaded by day or week
- % Target
Total Sales \ Total Target (as a percentage to 0 decimals)
- Var Target
Total Sales - Total Target
Count Towards Call Rate
- # Calls
Total number of completed calls that are set to "Count Towards Call Rate" in Administrator
- # Orders
Total # of orders placed during the selected period that are marked as sent completed within calls that are set to "Count Towards Call Rate" in Administrator
- NIS $
Total NIS $ value of orders placed during the selected period that are marked as sent completed within calls that are set to "Count Towards Call Rate" in Administrator
·
Strike Rate
# Orders \ # Calls
·
# Active Accts
The total number of unique accounts that have placed an order during the selected period that are marked as sent
Does Not Count Call Rate
- # Calls
Total number of completed calls that are set to "Does Not Count Towards Call Rate" in Administrator
·
# Orders
Total # of orders placed during the selected period that are marked as sent completed within calls that are set to "Does Not Count Towards Call Rate" in Administrator
·
NIS $
· Total NIS $ value of orders placed during the selected period that are marked as sent completed within calls that are set to "Do Not Count Towards Call Rate" in Administrator