Reporting
Sorry guys but we need better reporting and better ability to create customised reports. I've grown several multi-million dollar businesses and through the years and always it attention to detail on reporting and ability to drill don on KPI that has been my secret source. I need the following report for my sales team but better still I would like the ability to write my own reports easily.
I’d like a report that details:
Date
Order No
Invoice No
Rep Name
*Order taken by
Status of Order
Invoice Total
Sale Total (excl GST,excl shipping)
Paid
Due
*Order Taken by – would be the person entering the order
Rep Would be the usual rep
Why:
- Our BDMS (Reps) have sales targets based on actual orders they take rather than orders their customers make by phone (this is to incentivise them to maintain relationships)
- Their targets are based on ex gst values and ex delivery charges
- BDM should chase outstanding payments (we do not ship until paid)
- BDM should monitor that dispatch has
occurred
You have a few reports that combined give me this but I’d like it to be on one page to make it easy for everyone and ideally, automatically emailed weekly