Sales Per Sales Consultant Report
Sales Per Sales Consultant Report
Sales Per Sales Consultant Report
Report #: 2027
Module: Account Generation
Overview
Use the Sales Per Sales Consultant report to view
The number of inquiries per sales consultant during a specified period
The number of presentations made from inquiries that were created within a specified period, sorted by sales consultant
The number of resulting sales from those presentations
The total value of the resulting sales, even if they occurred outside of the specified period
User branch restrictions apply.
To access this report, select Sales Per Sales Consultant (report #2027) from the main menu of SBN.
The Sales Per Sales Consultant Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Field |
Description |
Period |
|
Date
- From |
You may select a range of dates to limit the report to inquiries that were created within that range. Select the beginning date of the range. O This field defaults to the current date. |
Time
- From |
You may select a range of time to limit the report to inquiries that were created within that range. Select the beginning time of the range. O This field defaults to 00:00 (Midnight). |
Date
- To |
You may select a range of dates to limit the report to inquiries that were created within that range. Select the ending date of the range. O This field defaults to tomorrow’s date. |
Time
- To |
You may select a range of time to limit the report to inquiries that were created within that range. Select the ending time of the range. O This field defaults to 00:00 (MIdnight). |
Branch |
You may select a branch to limit the report to inquiries associated with that branch. (This menu originates from program #1530.) O If you leave this field blank, the report includes all branches. |
SCId |
You may select a specific sales person ID to limit the report to inquiries associated with that sales person. (This menu originates from program #1539.) O If you leave this field blank, the report includes all sales persons. |
Running and Viewing a Report
For information on running and viewing a report, see Running and Viewing a Report in the reference document Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Sales Per Sales Consultant report.
Column Descriptions
The following table describes the columns used in the report output.
Column |
Description |
Branch |
Identifies the marketing branch associated with the following inquiries. |
SC ID |
ID of the sales person or sales consultant. |
Inquiries |
Number of inquiries associated with the selected sales person during the specified period. |
Visits |
Number of presentations made for the inquiries associated with the selected sales person during the specified period. |
Sales |
Number of sales made for the inquiries associated with the selected sales person during the specified period. |
% |
Percentage of inquiries that resulted in sales by sales consultant (Inquiries / Sales). |
Total |
Displays the total number of inquiries entered per branch during the specified period and the total resulting sales per branch during the specified period. |
Name |
Name of the sales person. |
Total |
Displays totals in four columns: l The number of all inquiries entered during the specified period l The number of presentations made for all inquiries during the specified period l The number of sales made for all inquiries during the specified period l The total dollar amount of the sales for all inquiries during the specified period |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Sales per Sales Consultant Report
The following table lists modifications and updates to the Sales per Sales Consultant Report document.
Mod Number |
Date |
Description |
n/a |
07/15/14 |
Images updated. |