This guide explains how to use the Comprehensive Seller Report to track sales development per seller over a selected time period. The guide includes instructions for reviewing the seller’s sales report, ways to compare sales results between different time periods, and how to change the time period or year being reviewed.

The Seller Report allows tracking of sales development per seller over a selected time period.

Sales > Reports > Comprehensive Seller Report
 Open the Comprehensive Seller Report by selecting Sales > Reports > Comprehensive Seller Report.

The View shows sales per seller for the selected time period. By clicking on the seller’s name, the Customer group Report for the active time period opens, filtered according to the selected seller.


Comparison  menu offers three different comparison methods:

  • Percentage change from the previous time period
  • Percentage change from the previous Financial period time period
  • Percentage of the report’s total sum

Use the Comparison menu as follows:

  1. Select the desired comparison method from the Comparison menu.
  2. Review in the report how the selected comparison method affects the presentation of seller-specific sales data.

Time period menu offers three different time periods:

  • Monthly periods
  • Quarterly periods
  • Financial period periods

Select the time period as follows:

  1. Select from the Time period menu Monthly periods, Quarterly periods or Financial period periods.
  2. Review in the report how seller-specific sales are presented according to the selected time period.


If the selected time period is Financial period or Quarterly period, the year displayed can be changed from above the table using the "<<(year) and (year)>>" options:

  1. Select from the Time period menu Financial period periods or Quarterly periods.
  2. Change the year displayed by clicking the <<(year) or (year)>> options above the table.


If the selected time period is Monthly period, the "<<Previous and Next>>" functions are also available (one click moves the table by one month).

  1. Select Monthly periods from the Time period menu.
  2. Move the month being reviewed by clicking the <<Previous or Next>> function.
  3. Note that one click moves the table by one month.

Frequently asked questions

Question: How do I open the Comprehensive Seller Report?

Answer: Open the Comprehensive Seller Report by selecting Sales > Reports > Comprehensive Seller Report.

Question: How do I change the time period used in the report?

Answer: Select from the Time period menu Monthly periods, Quarterly periods or Financial period periods, depending on how you want to review seller-specific sales.

Question: How do I change the year being reviewed in the report?

Answer: Select Financial period periods or Quarterly periods as the time period and change the year displayed using the <<(year) and (year)>> options above the table.

Question: How do I move to the previous or next month?

Answer: Select Monthly periods as the time period and use the <<Previous and Next>> functions. One click moves the table by one month.

Question: How can I compare sellers’ sales results?

Answer: Select the desired comparison method from the Comparison menu: Percentage change from the previous time period, Percentage change from the previous Financial period time period or Percentage of the report’s total sum.

Question: How do I review the selected seller’s sales by customer group?

Answer: Click the seller’s name in the report to open the Customer group Report for the active time period, filtered according to the selected seller.

Keywords: Seller Report, sales, time period, comparison methods

 
 
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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