The Sales Manager Performance report provides a comprehensive overview of sales activities, allowing users to analyze the performance of sales managers.
The report will be organized by each Sales Manager associated with the sold deals.
Frequency: Monthly
What it's used for: To monitor the total sales by each salesperson, we need to compile and verify their commissions.
Who uses it: Dealership Managers and the Controller
Navigate to: Sales> Reports > Sales > Sales Manager Performance
Choose Parameters
This section clarifies the parameters outlined in this report. For additional details that apply to all reports, please refer to the Common Report Features article.
Customer Class – Select specifically to generate report information based on the type of customer – Retail, Commercial, Fleet, or Wholesale. All is the default. Multiples can be selected.
Sales Manager – Select specific sales manager(s) that the report should track. All is the default. Multiple sales managers can be selected.
Blank Sales Manager – Select to filter deals where no sales manager is listed. No removes deals where no sales manager is listed.
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Yes includes deals where no sales manager is listed.
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No is the default.
Front End Profit – Select to generate report information with the Front End Profit listed for the salesperson. Default is Yes.
Back End Profit - Select to generate report information with the Back End Profit listed for the salesperson. Default is Yes.
Select Date By – Select to generate report data based on the status of the deal. Options are Booked Date, Date Sold, Closed Date, and Posted Date. Booked Date is the default.