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Rachael Smith (Unlicensed)

Alana Arnold (Unlicensed)

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The options for this report are:

Option TitleDescription
Date RangeFrom and To dates
Sales
Rep
RepsSelect Reps to be included in report
Group 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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Grand TotalDescriptionQty:Number of order itemsCost:Cost of itemsRRP:Order value without discountsSales Amt:Value as quoted after discountsGP:Sales Amt - Cost and percentageVariance:RRP: - Sales AmtCommissionCommission calculated by BUZ for these ordersCountNumber of orders.

 

Detail Pages

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 Report Explanation

 

Sales Rep Name By Number     By Value    Wins   Followup   Losses  
 Won (based on Accepted Date)Followup (based on Quotes Date)Lost (based on Last Edit Date)Conversion  Won $ Followup $ Lost $ Converted  Average Sale Undersell  Average Sale Undersell  Average Loss Undersell 
 

Won Quotes

 

Quotes at Follow Up

By Quote Number and not including Reference Letter

IE Quote 1234.A and 1234.B will show as 1

Lost Quotes

By Quote Number and not including Reference Letter

IE Quote 1234.A and 1234.B will show as 1

 		  $ Value of Won Quotes $ A values of Followups with an average for Quotes that have more than 1 Reference Letter$ Value of Lost with an average for Quotes that have more than 1 Reference Letter  

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 

 

Average Example

Quote NumberQuote amount Ex GSTAverage 
17216.A310.08466.2 
17216.B621.60 
17217.A310.80310.80 
TOTAL REPORTED 777.00