Good and bad is highly subjective, and depends on the User's business segment. However, for the sake of this discussion let us consider two very different charts:
The bad: An uneven distribution across our Principals.
There are certainly going to be some "A" lines, "B" lines, etc., each with their own importance. What we want to avoid is what is shown here, one or two lines which are dominating our sales year to year.
The Good: An evenly distributed customer base.
Sales across our customer base are consistent year-to-year and show that they are evenly distributed. With no single customer dominating our business we needn't worry about customer solvency or undo preasure from one customer.
The year-to-year part of the distribution shows the User changes in the comparative percentages of the years. For example, we needed to grow a line to be a larger part of our business -- is this year's portion of the chart for this principal larger than last year? Which shows us that it has a larger percentage of the company's total dollars.
This article applies to the following reports:
- Sales Summary
- Agency Sales Summary
- Sales Rep Sales Summary
- Sales and Commissions
- Agency Sales and Commissions
- Sales Rep Sales and Commissions
- Commission Statement
- Agency Commission Statement
- Sales Rep Commission Statement
The "Sales Summary" reports show the sales dollar distribution year-to-year. The "Sales and Commissions" reports show the commission dollar distribution year-to-year. The "Commission Statement" reports show the sales dollar and commission dollar distributions.