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CraigMannell
November 12, 2019
Question

Tracking Rep's Sales

  • November 12, 2019
  • 1 reply
  • 0 views

Hey there everyone,

 

I was curious if it is possible to generate a report through Quickbooks where it shows you the number or dollar amount associated with each representative on our company profile?

 

Example, I wanted to know how many quotes I have done in my last fiscal year vs. how many sales order i created or how many dollars worth of product I ordered. I want to be able to know how many dollars each sales rep has generated within Quotes/Purchase Orders/Sales Orders.

 

is this possible?

1 reply

AddieC
AddieC
November 12, 2019

Hi there, 

 

Tracking your sales by sales rep is a great idea! QuickBooks Online helps make this easy by using Class and Location tracking. It's important that you can see how much each of your employees is contributing to your business. 

 

You can add your sales to each employee as either a Class or a Location. You can select the salesperson (employee) associated with the transaction. Take a look at this article for more information about how to use Class and Location tracking to keep track of your employees sales: Track and record sales for commissions. 

 

To find out how much each salesperson sold, you can run sales reports by Class or Location. You can also run profit and loss reports by Class or Location:

 

    1. From the left menu, select Reports.
    2. In the search bar, enter "Sales by Class" or "Sales by Location."
    3. If you need to run a Profit and Loss, enter "Profit and Loss by Class" or "Profit and Loss by Location."
    4. Select the desired report from the search results.
 

That's all there is to it. I hope this helps. Let me know if you've got any other questions. 

 

Have a nice day.

C
CraigMannellAuthor
November 12, 2019

This was SO helpful. Now that i know how to use that search function, it really does give you a lot of options for running reports and looking for data.

 

Thanks so much!

AddieC
AddieC
November 12, 2019

You're welcome. QuickBooks Online does have a ton of great reports you can run. You can also customize your reports in many different ways in order to filter/include data as necessary. For more information about that, take a look here: Customize your reports in QuickBooks Online.

 

Glad I was able to help! :)

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