Sales Items by Sales Person
To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.
I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.
I would have to literally open each invoice one at a time to properly calculate the commission. That is way too intensive.
I´m running with the same issue. Is there going to be a solution soon?
Thanks in advance,
Jonathan Cann commented
I have same issues of analysing Sales reports by Sales Persons. Ideally the system should allow us to be able to Run a report on Daily, Weekly, Monthly, Quarterly and Yearly basis and also allow us calculate commission to Sales Persons easily. The current reporting under the Sales Report is not sufficient and makes us still use excel to complete the task.
Can something be done about it?
Chintu Gandhi commented
I can't understand how this is not yet a real thing. After more than a year since this was posted, it's just ridiculous to not have this very very basic report.
Additional filters needed for custom fields defined in the customer master. Currently there is no way to classify the customers into groups or class. Opening up the filters to use custom fields will give us a lot of flexibility.
Agreed - we need way more options to filter down reports in Zoho books!