Report Salesperson's Closing Performance

Access

Use this report to compare sales activity with sales goals for selected salespersons. For each salesperson you select, this report displays the following:

• Sales Leads

• Orders Written

• Closing Ratio

• Total Value

• Average Order

• Goal Budget

• Goal Compare

Use the fields on the screen to restrict the output of the report. That is, if you leave all the fields blank and click on Run, the report generates information on all sales leads for all salespersons. Once the run-time options have been selected, choose Run to produce the report.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

This report includes Up System data (if any) in its calculations. The Closing Ratio column uses Orders Completed divided by the higher of the line's Quality UP or Sales Leads.

District ManagerEnter the codes of the district managers (if any) whose assigned locations you want to restrict this report to. If you click on the Search button, you access the District Manager Read-Only screen, from which you can make a selection. If you click on the Actions button, you access the Multiple District Manager Selection window, from which you can select one or more district managers. To select all district managers, leave the field blank.

LocationEnter the codes of the locations (if any) whose sales data you want to restrict this report to. If you click on the arrow, a list of available locations appears from which you can make a selection. If you click on the Actions button, you access the Multiple Location Selection Window, from which you can select one or more locations. To select all locations, leave the field blank.  

SalespersonEnter the codes of the salespersons (if any) to which you want to restrict this report to. If you click on the Search button, you access the Salesperson Read-Only screen, from which you can make a selection. If you click on the Actions button, you access the Multiple Salesperson Selection Window, from which you can select one or more salespersons. To select all salespersons, leave the field blank.  

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.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.