The Salesperson

Software: MoneyWorks accounting software

A salesperson is a representative of a company selling goods and services to the other parties (the client). Often, we measure the productivity of the salesperson by the revenue they bring into the company.

You can use the Salesperson field in MoneyWorks to record the name of the salesperson in charge. Then, use an analysis report to analyse the revenue by each salesperson.

You can learn more about analysis report from the page G-345 of MoneyWorks v7 User Guide.

Below sample is using the source file from Transaction and break down the report into Salesperson, Customer name, and product code (you can change or remove any of the breakdowns which you think is not relevant).

moneyworks-analysis-report

This analysis report shows the quantity, net sales, cost, margin, and margin percentage (you can add or remove any irrelevant columns). Besides, you can also arrange the report in a list, report, or table format.

Analysis report provides a powerful way of extracting information for business decision making. You can create a report which breaks down the product sold by customer, the cost (or income) by a job, the Customer purchases by period, and etc.

The User Guide provides a step-by-step guide to creating an analysis report, try it out!

 

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