View each Sales Reps total sales individually, or all together as a team.
Setup
In order for this report to function properly, you first need to assign the Sales Rep roles (in HR) to each Sales staff member. Then, when they are booking events through the Calendar module, they will assign their name as the Sales Rep for that event in order to show on the list like below.
Run Report
1. Select a Sales Rep from the Drop Down
- Will default to ALL Sales Reps
2. Select a Date Range
3. RUN!
This report is perfect if your Sales Reps earn a commission on the SubTotal of the Check! Simply run the Report for their sales, and then Export to Excel to run a summation of the total.
