The Salesperson Performance report provides a detailed analysis of sales activities, enabling users to evaluate individual salespeople's performance.
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 Performance Report
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.
Report Type – Detail and Summary will generate the report data in VUE. Export will generate an Excel spreadsheet. Detail will provide customer information in the report data. Summary will provide dealership totals only. Detail is the default.
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.
Blank Salesman - Select to filter where no salesperson is listed on the deal. Default is Yes – to include any deals where no salesperson is credited with the deal. No would filter out any deals where no salesperson is listed.
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.