Admin / Reports
Customer and salesperson performance
Review repeat customers, representative category sales, salesperson product commissions and promotion results.
Use these reports to review sales performance in Admin. Invoice-viewing access is required for the customer and salesperson reports; promotion reporting has its own permission. Set the period and permitted branch scope before comparing people or campaigns.
Choose the right report
| Report | What to do |
|---|---|
| Repeat customers | Set the period, minimum invoice count and available route/branch/category filters. Review invoice frequency, sales value, average value and last purchase. Search and sort to identify the customers you want to follow up with. |
| Rep sales by category | Set period and representative/category filters. Compare net quantities and sales value by category, including returns. Use the target guide when reviewing targets and bonuses. |
| Salesperson product sales | Choose period and salesperson where offered. Review product-by-product sales and commission figures. These are report calculations, not evidence that commission has been paid. |
| Promotions | Review From, To and Branch. Compare promotion cost, sales on affected bills, free items and price discounts in By promotion. Sales on promoted bills do not by themselves prove the promotion caused those sales. |
Use Reports for the reports listed there. Open promotion reporting through its current navigation entry where available. Use Print/PDF only where that page offers them.
Compare fairly
Keep period, branch, category scope and credited salesperson consistent across comparisons. Returns can reduce net quantities. A category quantity and a money target are different measures; use the relevant target type.
If a person or customer does not appear, check there are qualifying invoices under those filters. Expand the period before creating duplicate records or changing assignments. Review commission/bonus decisions with the business owner and record actual payments through the appropriate financial workflow.