Sales Rep Report

The Sales Rep Report offers various reporting options, like average margin, highest margin, and year to date sales. Learn more about the Sales Rep Report and standard managerial reports.

On this page:

Accessing the report

Report filters

Include inactive reps

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

Managerial reports

CSV export

FAQ

Accessing the report

To access the Sales Rep Report:

1. Click into your Reports tab 
2. Select Sales Rep
   

Report filters

The Sales Rep Report has the largest amount of filters of any commonsku report; these filters include:

• Project number
• Order Status
• Order date
• Client rep
• Order rep
• Client
• Form Type
• Order Tag 
• Client Tag
• Client Status
• Billing Address
• Shipping Address
• Client Contact
• Industry
• Event Type
• Date (the form's creation date)

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Include inactive reps

Select the More filters and select "All"  when you select Client rep and Order rep to include inactive client or order reps in your reporting.

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How to pull a report

Select More filters  and once you have finalized your report filters, click Get Report. 

To reset your filters, Click the red X icon to clear and reset your filters.

 

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How to sort a report

Once you have pulled a report, click on a column arrows up or down to sort that column by alphabetical or numerical order.

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How to create a custom report

You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Delete a custom report

To create a custom report:

1. Select your preferred filters by clicking on More Filters
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

 

To  delete a custom report:

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete this saved report" pop-up: Click Delete

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How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click Load

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Totals

The Sales Report Report's totals box (top centre ) displays the:

• Total
• Booked Margin total
• Booked Margin Average 
• Billed Margin Total
• Billed Margin Average
• Total budget
• Number of rows (forms)

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Managerial reports

Here are a few examples of the information you can get from your Sales Rep Report:

• Average margin
• Highest margin
• YTD sales
• Revenue per contact
• Invoice statuses
• Order tags

Average margin

Invoices or sales orders can measure an average margin, depending on if your team adds bills to commonsku.

To pull an average margin report based on invoices (and bills):

1. Select the filters Form Type: Invoice, Order Status: Paid (optional), Date: select any date range
2. Click Get Report

Refer to the totals above for the Booked and Billed Margins $ and %

To pull an average margin report based on sales order:

1. Select the filters Form Type: Sales Order, Order Status: Invoiced (optional), Date: select any date range 
2. Click Get Report

Refer to the totals above  for the Booked Margin $ and %

Highest margin

The highest margin report uses the same filters as the average margin report (above). Once you've pulled the average margin report, click on the Gross Margin or Gross Margin (%) to sort by the column (click once for highest to lowest, click twice for lowest to highest).

 

 YTD Sales

There are a variety of date filters you can use to pull sales numbers within a given timeframe, including:

1. This Week
2. This Fiscal YTD
3. This Month
4. This Quarter

To pull a YTD sales report:

1. Select the filters Form Type: Invoice, Order Status: Paid (optional), Client (optional), Date: This YTD/ your desired date range
2. Click Get Report

Refer to the totals above for the total dollar value of invoices created within your select timeframe

Revenue per contact

A revenue per contact report users the same filters as the YTD sales report (above), but it also uses the client and contact filters to narrow the results to a single contact. The Mailing List Report also pulls sales based on revenue per billing or shipping contact.

Invoice statues

Invoices can be assigned one of four statuses:

• Open is the default status. It means you're actively working on the invoice form. An invoice in Open status will not appear in the project portal
• Sent to Client means the invoice has been submitted to your client from commonsku. An invoice will not appear in the project portal until it is in Sent to Client status or further.
• Exported - automatically applied to invoices once they have been exported from commonsku.
• Paid - applied to invoices once payment has been received.

To track your invoices' statuses:

1. Select the filters Form Type: Invoice, Order Status: All, Date: select any date range
2. Click Get Report
3. Select the Status column to sort the invoices' statuses by alphabetical order; Open, Sent to Client, and Exported  invoices are unpaid, Paid invoices have been paid
   
   

Order tags

To pull a report based on an order tag:

1. Select the filters Form Type: (choose a form type), Order Tag: (choose a tag), Date: (optional)
2. Click Get Report

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CSV export

After you've pulled a report, click Actions > Export Report to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data.

The Sales Rep Report's CSV export contains the:

• Order rep and client rep
• Client contact name and email
• Order type and form number
• Job name and job number
• Client name
• Client status
• Form creation date and in-hands date
• Total subtotal
• Margin subtotal (subtotal applied to margin)
• Margin amount and percentage
• Total budget
• Form status
• Shipping details
• Total taxes (dollar value of tax)
• Total including taxes
• Order tags

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FAQ

• How do I pull a certain timeframe dollar amount sold to a specific customer? 

How do I pull a certain timeframe dollar amount sold to a specific customer? 

You can do this through the Sales rep report. Select the filters Form type as Invoice, order status as Paid (optional), Client as the specific customer and Date as your desired date range, Get report. 

This will give you a total dollar value of invoices created for that specific customer within the timeframe you selected.