Profit by Sales Representatives Report

This report shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.


Prerequisite


Data from this report can be exported in Excel, PDF or RTF format. 



Input:

Time PeriodAllows the user to select the time period from a list of options or set a custom date range.
Show COGSChoose whether COGS are calculated from COGS with the selected time period only or all COGS on the record.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 



Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.


Fields
Sales RepresentativeName of the sales representative associated with the sale
CustomerCustomer name
Invoice #Sale invoice number
Invoice DateInvoice issue date
Due DateDate when the invoice is due for payment
Credit Note #Credit note number
Credit Note DateCredit Note issue date
Customer ReferenceCustomer Reference from the sale document header
Customer TagsComma-separated Customer Tags
Customer Additional Attributes 1-10Values of customer additional attributes
Shipment DateDate of the shipment
Shipping Address 1Shipment address line 1
CityShipment address city
StateShipment address state
CountryShipment address country
PostcodeShipment address postcode
Ship ByRequired by date from the sale document header
Data Headers
Invoice LinesTotal of invoice lines - Total of credit note lines including tax in base currency
Lines TaxCombined tax amount for all lines in the invoice (excluding additional charges) in base currency
Additional ChargesTotal of invoice additional charges - Total of credit note additional charges including tax in base currency
Additional Charges TaxCombined tax amount for all additional charges in the invoice in base currency
Invoice TotalTotal of invoice - Total of credit note including tax in base currency
SaleTotal of invoice without taxes in base currency
PaidTotal Paid - Total Refunded in base currency
DueDue amount = Invoice - Paid (in base currency)
COGSCost of Goods Sold in base currency
JournalsTotal of all Additional Transactions associated with the sale in base currency
ProfitProfit = Sale - COGS (in base currency)
Profit less JournalsProfit - Journals in base currency
FX Gain/LossForeign Exchange gains and losses
Gross MarginGross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.
MarkupMarkup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.
Customer TagsComma-separated customer tags
Customer ReferenceSale Customer Reference
StatusSale status


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