The Salesperson Reports provide you salesperson-related information, which helps you analyze the activities of your sales force. Each of the Salesperson Reports is especially designed to provide several options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Salesperson Reports available in AccountMate.

The Salesperson Listing provides basic information on sales personnel including the salesperson numbers and names, titles, addresses, status, and contact information. This report is useful for reviewing and updating information concerning your sales staff.

You can select to generate this report for active salespersons only, inactive salespersons only or all salespersons.

The Commissionable Sales Report provides information on sales invoices that are subject to commissions. It lists all the commissionable invoices with invoice dates or apply dates that fall on the specified report date range. This report can be used as a reference in the sales commission calculation for each sales staff.

You can elect to calculate commission based on customer payments. You can set this report to show only the commissionable line items that are sold as upsell items if commission is set to be based on inventory. You can also configure to include the sales tax amount in the invoice’s total if commission is set to be based on SO/Invoice.