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.

Open

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.

Open

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.