This report displays salesperson sales information by territory for the specified date range.

Information displayed in this report includes:

  • Territory Name
  • Salesperson Name
  • Unit Sales
  • Sales $ (Ex. GST)

From the Receivables module:

1. Navigate to the Reports menu.

2. Select 4. Salesperson then 3. Salesperson by Territory.

The Salesperson Sales by Territory window is displayed. 3. Enter the range of territories to report on in the From Territory and To Territory fields. 

4. Enter the range of salespersons to report on in the From Person and To Person fields. 

5. Enter the date range to report on in the From Date and To Date fields. 

6. Click Okay to run the report.

The Salesperson by Territory Report is displayed.