Monthly sales report and targets

What the Reports page shows each month (quoted, accepted, converted and cash in), who sees the team leaderboard, and how a director or owner sets targets.

Where: web · Who can use it: Every signed-in user sees their own figures. Managers, directors and owners also see the team table. Only directors and owners can set targets. Warehouse managers are refused.

Screens may differ slightly from what you see.

What it is for

Reports (in the left-hand menu) is the front page of the reports area. It does two jobs.

1. It shows a card for each report page you are allowed to open.
2. It shows a monthly sales report: what you quoted, what was accepted, what was converted and what cash came in, against a target if one is set.

The other reports have their own article: Sales and stock, brand and product reports.

Who can use it

• Any signed-in user who is not a warehouse manager can open the page and see their own figures. The server answers "Any user sees own data; managers+ see all."
• Managers, directors and owners also see the Team Leaderboard.
• Directors and owners see the Manage Targets button. The server only accepts target changes from those two roles.
• Warehouse managers are refused by the server. Their menu does not list Reports.
• The report cards at the top follow the same rules as the menu. A report you cannot open is not shown.

How to use it

Read the monthly report

1. Click Reports in the menu.
2. Look at the month name in the middle of the page. Use the arrows either side to move to the previous or next month. The next-month arrow stops at the current month.
3. Read Shop Total. It shows one figure for the shop, the measure it uses (Cash In, Converted or Accepted), and the percentage of target if a target is set. If there is no target, the card says "no target set for this month".
4. Read Your Performance. It has four cards: Quoted, Accepted, Converted and Cash In. Each shows a value and a number of quotes. The card for your target's measure is outlined and marked Target, with a progress bar.

"You own" means the quote's owner (or the payment's owner), not the person who typed it in. See Work with a quote for how an owner is set.

Read the Team Leaderboard (managers, directors, owners)

1. Scroll to Team Leaderboard.
2. Each row is one person with the columns #, Name, Quoted, Accepted, Converted, Cash In, Target and Progress.
3. Rows are sorted by the target's measure, highest first. Your own row is marked (you).
4. The people listed are active users with the roles sales, senior sales, manager, director or owner. Installers are not listed.

Set targets (directors and owners)

1. Pick the month you want at the top.
2. Click Manage Targets. The window is called Manage Sales Targets.
3. Choose the Target Metric: Cash In, Converted or Accepted.
4. In the list, Shop Total comes first, then each person. Type a Target Amount against each one you want to set.
5. Click Save All. Rows you left blank are not saved.

Each save is recorded in the audit log.

Tips

• Check you are on the right month before you compare figures. The page opens on the current month.
• Use the Cash In column for money received and Converted for accepted quotes with a deposit. They answer different questions.
• The Dashboard's Your Target card links here. See Your Dashboard and My Tasks.

Things to know

• Shop Total adds up the rows of the people in the leaderboard, using the target's measure (or Cash In if there is no target). Anything with no owner is not in it. For someone who cannot see the team table, the card shows their own figure.
• For people without the team table, the small line under Shop Total reads "Total of the 0 people below", because the team table is empty for them. The figure shown is their own, so that wording is misleading.
• Other Reports at the bottom shows four greyed-out tiles: Sales by Product, Sales by Brand, Sales by Customer and Payment Methods. They say Coming soon and do nothing.
• A target applies to a whole calendar month only.
• This page does not apply the Dashboard's sales-figures permission. Your own accepted and converted values appear here even if the Dashboard hides them. Ask a manager before sharing screenshots.
• The cards linking to Sales Performance and Sales & Payments may be in the list. Those reports are switched on per company and are not described here.

Related articles

• Sales and stock, brand and product reports
• Your Dashboard and My Tasks
• Work with a quote
• Record a payment