Reporting: Sales Report - Track sales by sales person
Report that shows the total sales made by each sales person in an organisation
Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime
AdminXero Team
(Admin, Xero)
shared this idea
Hi team, not getting a lot of traction overtime we will soon remove this idea from the platform.
As mentioned in our last update while we don't have a direct feature for reporting by sales person, there is a means to use one of your tracking categories to monitor and report by sales people in your organisation.
- Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
- When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
- You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.
Alternatively, we'd recommend exploring our Xero app store to find a solution that can offer this and more functionality to track and report on sales.
While we understand this is not the outcome you're hoping for here, we want to be upfront that this is not something we have any plans of developing specific functionality for at this stage.
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Melissa Duncan
commented
Include a filter option that allows you to filter out the sales for the month by customer to then further filter by sales rep code so that you can then see how much each sales rep has sold for the month. This will then make it easier for commissions and sales metrics to be applied corretly.