Sales Performance Report

Access

Use this routine to report cumulative sales data at the header level. It uses the ORDER and INVOICE.HOLD files as the primary source of data required. The report includes the following document types:

• Sales

• Multi-Ship Sub-documents

• Layaways

• Returns

• Exchanges

 Returns reduce the cumulative values for each salesperson. 

This report

    - excludes Dollar Adjustments as well as Sales Quotes.

    - runs only as a Scheduled Process - it is not available on a menu.

    - outputs only as an email - standard output options are not available.  Output is either plain text or HTML, depending on the mail recipients Email Preference setting in the User file.

    - prints total averages at the end.

Because this report is intended to represent sales performance, it reports on written sales, not delivered.  

Because this report is based on the current state of open orders, it does not always reflect a true picture when run for a past date.  This is because all changes to open orders, including addition, deletion and changes to existing lines, affect the live files and are not tracked.  For example, assume you write and report an order on one day, then add/delete/change a line the next day.  If you run this report for the first day, the figures for that day reflect any changes made on the second day.  Likewise, if you void an entire order, it is no longer included in the written amounts.

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Start DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

End DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

 District

Location

Sales Department Specify the sales department (if any) to which to restrict the report.  

Hours Worked

Report Details

Total Averages print at each sort break except the salesperson code, which comprises the detail lines.  The sort of the report is:

• District (if applicable)

• Location

• Sales Department

• Salesperson Code

The report outputs one detail line per salesperson, each representing the cumulative sales data for that salesperson for the date range.  Dollar amounts calculate based on the salesperson split percentage.  Columns for quantity and average lines are based on the actual values and not the salesperson split percentage.

The report includes the following columns, in the following order:

• Salesperson Code

• Salesperson Name

• Number of Orders – Total number of documents (all types) for the salesperson.  

• Order Dollars – Total order merchandise dollars (not including Delivery, Installation Taxes or Miscellaneous Fees).

• Average Dollars – Average dollars of orders.  Calculated by dividing Order Dollars by Number of Orders.

• Average Lines – Average number of lines per order with 2 decimal places.  Hard Kit Masters are not counted.  Non-Inventory lines are counted.

• Quantity – Total number of pieces. Hard Kit Masters are not counted.  Non-Inventory lines are counted.

• Warranty Dollars – Total Warranty (furniture protection) dollars.  These lines are identified by the presence of a warranty linkage to another line item (OI.WARR.LINK.TO) or unlinked third-party warranty data (OI.WARR.DATA).  

• Warranty Percentage – Percentage of Warranties (furniture protection) sold with 2 decimal places.  Calculated by dividing Warranty Dollars by Order Dollars (which includes Warranty Dollars).

• Delivery & Installation – Total Delivery & Installation dollars.  When run for Delivered, this is obtained from the Invoice header, as it represents any invoiced amount.  This is obtained from the Order header and combined with an Invoice header if a partial completion exists that was written on the same date.  This addresses situations where delivery charges are assessed on back-orders.

• Spiff – Total Spiff amount.  Calculates in the same manner as if the order was completed.  This amount includes in spiffs but not commissions.

• Orders per Hour – Average number of orders per hour with 2 decimal places.  This calculates by dividing Number of Orders by Hours Worked.