Single sales report - for the sales team
Single report for our Sales Team that will show:
Sales MTD vs Target (Month by Month YTD)
Number of Invoices by Month
Avg Value of Invoices by month
Thanks, Terry! We're grateful for your engagement and for sharing the changes that are important to you.
Our team has reviewed your idea, and it's now open for our community to support. In addition to voting, other members can now comment and share how your idea could improve their own experience with Xero.
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alexed balet
commented
A single sales report for your Sales Team should clearly display Sales MTD vs Target month-by-month YTD, giving immediate visibility into performance progress, along with a breakdown of the number of invoices by month and the average invoice value to help identify sales trends and revenue quality; you can structure it as a clean dashboard or spreadsheet, similar to how tools like https://stipendionettocalcolatore.it/ present data in a simple, accessible format for quick analysis.
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Terry Dover
commented
The frustrating part is that all the data already exists, but you can't collate it into a single report
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Jonathon O'Donnell
commented
I cannot believe this report is not already part of the report suite 🤔