The Agency Sales Summary report is a sub-set of the main Sales Summary report. The Agency version of the report is intended to be run by management for an overview of Principal and Sales Rep sales.
Sales Summary by Principal
This section shows the totals for each Principal (no details).
Sales Summary by Sales Rep
This section shows the totals for each Sales Rep (no details).
Use this report to get a year-to-date overview of the company versus last year. If more details are desired in either the Principals or Sales Reps areas, use the Sales Summary report to select and generate a report with the desired detail level.
Sales Summary by Principal
This section shows the totals for each Principal (no details).
Sales Summary by Sales Rep
This section shows the totals for each Sales Rep (no details).
Use this report to get a year-to-date overview of the company versus last year. If more details are desired in either the Principals or Sales Reps areas, use the Sales Summary report to select and generate a report with the desired detail level.
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