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SN-21 Salesperson Performance

This report shows each sale that a salesperson made during a specific period and includes a sale's overall list, cost, profit and margin. You can also use this report to see how many returns each salesperson processed.

To Run the SN-21 Report​

  1. Go to Serial Inventory > Reports...1 > SN-21 Salesperson Performance.

  2. Fill out the report parameters:

    SN21_ReportParameters

    Parameter Descriptions:

    • New/Used (A): Select to include New, Used, Damaged, Accessory, or All sales.
    • Delivery Date Range (B): Enter the date range.
    • Margin Range (C): Choose to include sales that only meet a specific margin range, or leave these fields blank to include all sales, regardless of margin.
    • Salesperson (D): Select a single salesperson to report on, multiple salespeople, or your entire sales staff.

  3. When finished, click OK to create a printable PDF report, or click Excel to export the report data to an Excel file.

PDF Output​

SN21_PDFOutput

Excel Output​

SN21_ExcelOutput

See Also​