4Reports and Inquiry
Option 1Salesperson Productivity Report
This report provides sales productivity information by salesperson. This report can be printed with or without product detail.
Select “Salesperson Productivity” from the Reports and Inquiry menu. The following entry screen appears:
Salesperson Productivity screen
Data items for the preceding screen are described below.
- Print Summary Report Only?
This field specifies whether or not product detail should be printed for each salesperson on the report. By default, the system displays ‘N’ here. You may change the display.
- Y
- Do print product detail.
- N
- Do not print product detail.
Press RETURN to save the information on this screen.
Here is a sample Detail Salesperson Productivity Report:
Expert Distributing, Inc.
04/09/91 03:20 pm KAY Page: 1
Detail Salesperson Productivity Report
Product Description Total Shipped Total Sales Total Margin Total Commission
==================================================================================================================================
Sales Area 10 Western United States
Salesperson 00000020 Mr. James V. Anthony
20 #4 12" Gold Plated Black Round 14.00 4,290.00 1,186.74 58.50
9.00 1,500.00 290.00 117.65
--------- ------------- ------------ ------------
-- Salesperson Totals --> 23.00 5,790.00 1,476.74 176.15
========= ============= ============ ============
Salesperson 00000010 Mr. Jarvis W. Payne
10 #10 3-1/2" White Round 6.00 1,450.00 803.00 62.50
3.00 1,080.00 210.00 54.00
20 #4 12" Gold Plated Black Round 3.00 770.00 353.65 0.00
30 #56 10" Red Cylinder 2.00 600.00 211.34 0.00
40 #58 10" Yellow Cylinder 2.00 600.00 211.34 0.00
--------- ------------- ------------ ------------
-- Salesperson Totals --> 16.00 4,500.00 1,789.33 116.50
========= ============= ============ ============
--------- ------------- ------------ ------------
-- Sales Area Totals --> 39.00 10,290.00 3,266.07 292.65
========= ============= ============ ============
Sales Area 20 Eastern United States
Salesperson 00000040 Mr. Max Woolf
1.75 545.00 534.88 303.50
20 #4 12" Gold Plated Black Round 1.00 290.00 265.00 290.00
--------- ------------- ------------ ------------
-- Salesperson Totals --> 2.75 835.00 799.88 593.50
========= ============= ============ ============
--------- ------------- ------------ ------------
-- Sales Area Totals --> 2.75 835.00 799.88 593.50
========= ============= ============ ============
Sales Area 90 Unrestricted
Salesperson 00000999 House Commissions RecordHere is a sample Summary Salesperson Productivity Report:
Expert Distributing, Inc.
04/09/91 03:21 pm KAY Page: 1
Summary Salesperson Productivity Report
Salesperson Total Shipped Total Sales Total Margin Total Commission
==================================================================================================================================
Sales Area 10 Western United States
00000020 23.00 5,790.00 1,476.74 176.15
00000010 16.00 4,500.00 1,789.33 116.50
--------- ------------- ------------ ------------
-- Sales Area Totals --> 39.00 10,290.00 3,266.07 292.65
========= ============= ============ ============
Sales Area 20 Eastern United States
00000040 2.75 835.00 799.88 593.50
--------- ------------- ------------ ------------
-- Sales Area Totals --> 2.75 835.00 799.88 593.50
========= ============= ============ ============
Sales Area 30 Central United States
00000000 5.00 1,600.00 850.00 108.80
--------- ------------- ------------ ------------
-- Sales Area Totals --> 5.00 1,600.00 850.00 108.80
========= ============= ============ ============
Sales Area 90 Unrestricted
00000999 0.25 90.00 86.63 0.00
--------- ------------- ------------ ------------
-- Sales Area Totals --> 0.25 90.00 86.63 0.00
========= ============= ============ ============
--------- ------------- ------------ ------------
-- Grand Totals --> 47.00 12,815.00 5,002.58 994.95
========= ============= ============ ============