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Rachael Smith (Unlicensed)

Rachael Smith (Unlicensed)

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Option TitleDescription
Date RangeFrom and To dates

 

Detail Pages

Image Added

 

 Report Explanation

 

Sales Rep
Select Reps to be included in reportGroup by Sales RepIf "No" all orders will be listed continuously, If "Yes" orders will be split 1 Rep per pageOrder TypesSelect Order Types to be included in your report, Orders refers to BOD orders. Reworks/Remake refers to orders resulted in a Rework/RemakeOrder StatusSelect Order Statuses to be included in report e.g. For Accepted Orders exclude Declined, Cancelled and possibly orders that are awaiting approval.Use Which DateFilter orders in the date range you require using the Quoted, Accepted or Invoiced dateShow GPNo excludes the GP, GP% Variance and Var % columns in reportInc Tax?Is the Sales Amt to include tax. This is dependent on how the product pricing is setup.

 

Detail Pages

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Final Page

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Number of orders.
Grand TotalDescription
Qty:Number of order items
Cost:Cost of items
RRP:Order value without discounts
Sales Amt:Value as quoted after discounts
GP:Sales Amt - Cost and percentage
Variance:RRP: - Sales Amt
CommissionCommission calculated by BUZ for these orders
CountName By Number     By Value    Wins   Followup   Losses  
 WonFollowup Lost Conversion  Won $ Followup $ Lost $ Converted  Average Sale Undersell  Average Sale Undersell  Average Loss Undersell 
 

Won Quotes

() = Lead that is set to Won with no order attached to it

Quotes at Follow Up

() = Leads at Followup Status

Lost Quotes

() = Lead set to Lost with no order attached

 		  $ Value of Won Quotes $ values of Followups $ Value of Lost   

Average Win $ Value

Average Undersell of Wins  

Average Followup $ Value

 		Average Undersell of Followups   

Average Loss $ Value

 		Average Undersell of Losses 
 TotalTotal Total Total  Total Total Total Total  Total Total  Total Total  Total Total