Salesperson Report (New Vers.)

Get a detailed breakdown of each salesperson's performance, including sales totals, profit, and customer activity in the latest report version.

1. Click on View Report

2. Click on Sales Report

3. Select date range to view

4. Click on the settings button

5. Select a Salesperson

6. Choose a Customer

7. Choose additional fields

8. Select the delivery status

9. Click on Apply

10. Click on Most Profit Customer

11. It will display the customer who has generated the highest profit for your business within the selected period.

12. Click on the three-dot menu

13. Click on Export to Excel or CSV to export your report