Click on the ‘Sales Reps’ tab at the top and select ‘Sales’ from the drop-down menu.
Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
You will be presented with a table showing the sales performance for each sales rep. Only sales reps that have already created orders and/or created quotes will be shown.
Click on the ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
Click on the ‘Export to CSV’ link at the top of the table to download the data to a CSV file.
Click on a sales rep’s name to see their sales performance over time.
You will be presented with the sales performance over time for that sales rep.
You can also drill down further by selecting a specific customer from the drop-down at the top of the screen. This will show you the sales for that specific rep to that specific customer.
