Skip to content
AR Edara website

Viewing The Sales Report for Each Salesperson

Last updated:

Reviewing the sales report for each salesperson is an important process to ensure performance tracking and identify areas that need improvement.

Here are the steps to accurately view the sales report for each sales responsible.

Steps to View The Sales Report for Each Salesperson

  • Go to the Sales module.
  • Open the "Sales Report".
  • Select "salesperson" in the Data Grouping Option.

Note: Enabling the "Related Customers" setting will display only the sales orders with customers linked to the selected salesperson, this is verified through the customer's master data. And if customers are not linked to a salesperson, it is preferable to disable this setting in the report conditions.

  • Click "Generate".
Steps to View The Sales Report for Each Salesperson — Click "Generate".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Sales orders report Displaying Sales Orders Report Results You can display all Sales Orders recorded in the system—either individually for each Warehouse (or branch) or across… Sales report Displaying the sales report The sales report helps you track total sales during a specific period, with the ability to control how the data is… Sales report Viewing Sales of a Salesperson by Stock Items If you are a sales manager or supervise a sales team dealing with a variety of products, you need to closely monitor… Sales report Viewing the Sales Report Grouped by Service Item The Sales Report Aggregated by Service Item provides detailed insights into the performance of service sales, enabling…