We are pleased to announce the new "Sales Summary" report. This report is available in all installations that use the Invoice Entry/Customers/Principals module. This report is accessed in the Report Explorer with other available reports.
The details for this report are provided in 5 parts:
1. The Sales Summary Report
Information on the report itself, with various examples and discussion.
2. The Parameters
Detailed explanation of the report parameters available.
3. The Distribution Chart
Information and explanation of the sales distribution chart shown in the report.
4. Agency Sales Summary
An explanation of the related Agency Sales Summary report, for total company summary by principal and sales rep.
5. Sales Rep Sales Summary
An explanation of the related Sales Rep Sales Summary report, showing totals for principal and customer for an individual sales rep.
The details for this report are provided in 5 parts:
1. The Sales Summary Report
Information on the report itself, with various examples and discussion.
2. The Parameters
Detailed explanation of the report parameters available.
3. The Distribution Chart
Information and explanation of the sales distribution chart shown in the report.
4. Agency Sales Summary
An explanation of the related Agency Sales Summary report, for total company summary by principal and sales rep.
5. Sales Rep Sales Summary
An explanation of the related Sales Rep Sales Summary report, showing totals for principal and customer for an individual sales rep.
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