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[How Do I] Generate Report sorted by Sales Person?

justinkspangjustinkspang Member Posts: 1

Hi,

I would appreciate if you can advise me on how to generate reports based on individual salesperson or sort by salesperson?

I need this because my business model is running on salesperson and they are being paid commision based on their sales revenue.

Your advice is very much appreciated.

Thank you in advance,
Justin

in Accounting Technical Support

Comments

  • J_SennJ_Senn Member Posts: 17

    I ran into the same thing a while back. I created different Sales account for each of my Sales folks (I don't have a ton), and created a copy of all of my products (again, not a ton) for each of them, assigned to their Sales account.

    So I have...

    HVAC Sale (Sage) - Linked to the account Sage's Sales
    HVAC Sale (Elliott) - Linked to the account Elliot's Sales

    You can just check the reports for those accounts when you're paying off commission to know how much they've sold in a given period.

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