Invoiced by Salesperson
The Invoiced by Salesperson analysis provides insights into Customer Invoices within a specified date range, helping track sales performance and profitability by salesperson.
Accessing the Report
Navigate to Analysis → Projects → Invoiced by Salesperson to open the report.
Date Range Options
By default, the report runs for This Month, but you can adjust the date range using the options at the top:
This Quarter
This Year
All Invoiced Projects
Custom Range – Manually select a start and end date.
Report Details
This analysis provides key financial data, including:
Order Invoice Cost & Sell Information
Profit Information
Project Responsibility (Salesperson, Designer, Etc.)
Use this report to evaluate sales trends, track individual salesperson performance, and analyze profitability across invoiced projects.
, multiple selections available,