Profit by Sales Representatives Report

This report shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
Show COGSChoose whether COGS are calculated from only COGS with the selected time period or all COGS on record.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.


Fields
Sales RepresentativeName of sales representative associated with the sale.
CustomerCustomer name.
Invoice #Sale invoice number.
Invoice DateInvoice issue date.
Due DateDate when invoice is due for payment.
Credit Note #Credit note number
Credit Note DateCredit Note issue date.
Customer ReferenceCustomer Reference from sale document header. 
Customer TagsComma-separated Customer Tags.
Customer Additional Attributes 1-10Values of customer additional attributes.
Shipment DateDate of the shipment.
Shipping Address 1Shipment address line 1.
CityShipment address city.
StateShipment address state.
CountryShipment address country.
PostcodeShipment address postcode.
Ship ByRequired by date from sale document header.
Data Headers
Invoice LinesTotal of invoice lines - Total of credit note lines including tax in base currency.
Lines TaxCombined tax amount for all lines in invoice (excluding additional charges) in base currency.
Additional ChargesTotal of invoice additional charges - Total of credit note additional charges including tax in base currency.
Additional Charges TaxCombined tax amount for all additional charges in invoice in base currency.
Invoice TotalTotal of invoice - Total of credit note including tax in base currency.
SaleTotal of invoice without taxes in base currency.
PaidTotal Paid - Total Refunded in base currency.
DueDue amount = Invoice - Paid. In base currency.
COGSCost of Goods Sold in base currency.
JournalsTotal of all Additional Transactions associated with the same in base currency.
ProfitProfit = Sale - COGS. In base currency.
Profit less JournalsProfit - Journals in base currency. 
FX Gain/LossForeign Exchange gains and losses.
Gross MarginGross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.
MarkupMarkup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.
Customer TagsComma-separated customer tags.
Customer ReferenceSale Customer Reference.
StatusSale status.


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