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Reports & History

Sales by Salesperson

Net sales rolled up per salesperson for a date range — invoice count, gross, voided, net, and average sale. This is raw selling volume; for commission dollars (rates applied) use the separate Commissions report.

Sales by Salesperson rolls a date range’s sales up per salesperson — a leaderboard of selling volume.

Summary view

One row per salesperson, ranked by Net Sales:

  • Invoice Count
  • Gross Sales — invoice subtotals before voids.
  • Voided Sales — shown separately.
  • Net Sales — Gross − Voided.
  • Average Sale — Net ÷ non-voided invoice count, i.e. their average ticket.

Detail view

One row per invoice (Inv #, Date, Salesperson, Customer, Status, Subtotal, Tax, Freight, CC Fee, Total). Filter by Salesperson to see one person’s invoices for the period.

Filters

  • From / To — by invoice date.
  • Store — limit to one store.
  • Salesperson — focus on one person.
  • View — Summary or Detail.

Sales volume vs. commission

This report measures what each person sold. It does not apply commission rates. For commission dollars — rates, splits, and payout math — use the Salesperson Commission Report, which is the report to run at payroll time. Think of Sales by Salesperson as the performance leaderboard and Commissions as the pay calculation.

Tips

  • Average Sale is often more telling than total — a rep with a high average ticket may be your best closer even with fewer invoices.
  • Salesperson is captured per invoice from the invoice’s Salesperson field; invoices with no salesperson set group under a blank/unassigned row.