Altru Ideas

Daily Sales Report by User and by Date

We would like a Daily Sales Report by User and Date. Ideally we would like the option to show all User (people adding Daily Sales) on the report and have the ability to graph them. Currently I can create this with a query. Not nearly as user friendly as the Sales/Sales report.

Currently we can run an overall report [Sales / Sales]. Very nice report that can be run by date or Sales Method. 

This report would help us help employees that are struggling with certain sales. 

  • Jason Preston
  • Apr 18 2019
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  • Guest commented
    April 18, 2019 22:03

    I need the exact data available in the "sales" report, sorted by user. This report needs to be available for each user to look up their own sales, and for management to run across users. This will allow tracking individual sales and upsales. Without this data I cannot quantify sales per person, cannot effectively train for improvement, and cannot provide motivation and accountability.