Approved Sales by Sales Rep Report

This report shows the Services sold by Sales Rep and how much revenue each sale created. You can sort the Sales Reps based on Service name and revenue. On Demand Visits are not included in this report.

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This report will display the Service Name, Sales Rep, New Revenue, and Renewal Revenue in the table with totals at the bottom of the table. 

The following information is not included:

  • Product values
  • Tax
  • On Demand Visit values
  • Client data

Note: You can see the client information by clicking the service to see the Approved Sales By Sales Rep Detail.

Any services completed under a Contract/Installment Plan appear based on their scheduled service rate, not the monthly contract amount.

 

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