Summary
This report shows sales vs target by user, broken down call calls that do and do not count towards call rate.


 

Report Location 

 

Report Category: User

 

Report Sub Category: Summary 

 

Report: Rep Summary - Target and Activity


Report Sample

 


 


Parameters 

Period (Today, Yesterday, Week, Month, Year, MAT, Cycle)

Target (returns the list of targets available as setup in Administrator)



Requirements for report 

 

  • Accounts exist in the Perenso database 

  • Report Config has been done in Administrator for "Group" parameters to show data / work 

  • "Group Reports On" has been set in Report Config in Administrator which defines how the report is broken up into sections.

  • Targets must be set in Administrator

 



Sort Order 

 

  • Rep Name (A-Z)

 



Column Details 


Total Days
Returns the total number of days in the selected period (e.g. May-2019 is 31)

Days Elapsed
Returns the total number of days elapsed in the selected period (e.g. 20/05/19 is 20 days)

% Elapsed
Days Elapsed \ Total Days

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 for the selected target parameter
- If run for a year, returns the target value sum of months from July of the previous year until the current month for that user (e.g. if the current month is April-19, this returns the sum of target values for the user from Jul-18 to April-19) for the selected target parameter
- Does not return results for Day or Week

% Target
Total Sales \ Total Target (as a percentage)

Var Target
Total Sales - Total Target



Counts Toward 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 Counts Toward 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