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OE-24 MTD Sales Summary

This report will let you see written/delivered sales by salesperson and invoice type.  It is very good for a sales meeting since costs and margins are not shown on this report.  The first page will list all salespeople and the next page will give totals by invoice type.

There are many date types available on this report so sales can be seen by invoice start date, delivery date or finish date.

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Report Parameters​

  • Split Commissions:  If this box is checked and if Salesperson 2 is filled in on the invoice, the split percentage will apply.
  • Branch:  This option will let you select one or multiple branches.  Access to this is based on security.
  • Date Type:  This is the date parameter.  The options are Finish Date, Schedule Date, Invoice Start Date, Pick up Date, and Pick up/Schedule Date.
  • Date From & Date To:  This is based on date type selected.  I.E. Finish Date, Schedule Date, Invoice Start Date, Pick up Date, or Pick up/Schedule Date.  The pick up/schedule date option will select invoices whether they have a pickup date or a schedule date filled in.
  • Include Estimate Invoices:  If this box is checked then it will include quote (estimate) invoices in this report.
  • Process:  The report can be run for either current invoices or archived invoices.
  • Accumulate Rebates with Models:  With this option checked, the user will able to select the miscellaneous types that are rebates so they can see a more accurate sales figure.

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In the example below, notice the line showing ‘Rebates Included’.  The totals above that line include those rebates but to be helpful we also show the amount of the rebates as a separate line.

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