Sales Rep Reports

These reports give the user information about the sales rep for orders.

Rep summary

This report provides an overall summary of all the rep’s activities. For example, all orders’ sales by product, group, by advertiser, a list of upcoming orders, budgets, list of opportunities, and a list of proposals by status.

Products dispalyed above are those selected in the Rep Summary Page in User Security

The reps (users) displayed on the dropdown will be controlled by your Access Control. I have also noticed that if a user is newly placed into the system and hasn't had their own access control review and saved, they might not show up on the list - so if anyone is missing that you think should be there - go to Setup -> User Security and check their access control - and SAVE.

Orders by Sales Rep by Year

The report provides a graphical and numeric list of sales for a year for the rep.

Sales Rep Pipeline by Product

This is a report regarding their pipeline using the budget or forecast numbers. The information is displayed by month and distributed by order status. Hyperlinks to each amount in each month are available for further drill downs.

This report can also be run by product group instead.

Sales Rep Financial Report by Product

This report displays the financial amounts per product, rep or rep group including year to date actuals and estimates.

Sales Rep Financial Report by Product Format

Navigate to the menu Analysis -> Sales rep Reports -> Sales rep Financial Report by Format.

Choose the date month and year from the drop-down menu or financial period, then choose the product group, rep from order or brand, and click Get Data.

This provides the budget, format of product, actuals for the rep or rep group for that year.

Rep Assignment by Advertiser

This report in the menu Customers -> Brand provides a list by advertiser of all the reps assigned to this advertiser with details on the product group by share of the rep, effective dates and agency if any.

Sales by Territory Summary

Search on the reps’ data and the results display by territory.

Sales Activity Report

Choose the product group or product and date range. The data displayed is split by Sales rep and provides the line item data including the Sales rep split.

Notice there is a option enabled if running the report by Product Group. The default will be to use the Product Group from the Campaign. The other option is to run it by Product Group Setup.

Running with products from Product Group setup will likely yield more results b/c an order line may be displayed on this report even if the campaign wasn't for the selected product group, as long as in product setup, this product is listed as one of the products in that group. This will be helpful for sites that cross sell and also those who use reporting groups.