Sales Rep Goal Metrics Report
The Sales Rep Goal Metrics report shows your reps publication and service sales and their progression towards their goals. You should set up goals for your reps before leveraging the report. You can choose to generate a PDF of the report, export to a CSV file, and/or save the report.
Find your Sales Rep Goal Metrics report under Sales > Reports > Sales Rep Goal Metrics.
Use the edit display fields to set up how you want your report to display. The month uses the reporting date of your issues and the bill date of your services to calculate your sales values.
For example, if you select January, the system will show all issues with a reporting date in January and services with a bill date in January.
There are multiple filters and settings on the report you can leverage:
Month and Year : The month uses the reporting date of your issues and the bill date of your services to calculate your sales values. For example, if you select January, the system will show all issues with a reporting date in January and services with a bill date in January.
Rep: You can filter the report for all reps or individual reps. If you don’t have access to view all users, you will likely only be able to see your sales and goals.
Event: Use the event filter to find relevant sales and goals tied to particular events within the system.
Sales Type: You can choose to view all of your sales and goals or view only ad sales and goals or only service sales and goals.
Publication: You can choose to view one or more publications in the report. The report will only show sales and goals tied to the selected publication(s).
User Group: View sales and goals for a group of users. The user group will override the rep selection.
Product Category: You can choose to view one or more service categories in the report. The report will only show sales and goals tied to the selected services.
Goals Breakout: Use the goal breakout to view how your users are tracking towards issues in the month or service category.
Show users without sales or goals: The report will return a user as long as they have a goal or sales in the month/year. You can choose to show all users by checking this option and running the report.
Exclude Barter Amounts: The report returns all net sales numbers. If you want only cash net, choose to exclude barter from the results.
Use Fiscal Calendar: You can choose to use the fiscal calendar view. If your fiscal year is not that same as the calendar year, the report will group your sales and goals number based on your fiscal periods. For example, if you 1st fiscal period is from 11/01-1/31, the fiscal quarter will include all issue with reporting dates between 11/01-1/31 and not from 1/01-3/31.
When you run the report, the system will return to multiple fields:
Sales Rep: The name of your sales rep.
Last Week: The value shows what reps sales were on this day last week. For example, If you had $5,000 sales for an issue before this week and sold $10,000 this week, you would see $5,000 in last week and a total sales of $15,000.
Total Sales: The total sales value as of today. The number is the total net sales. You can choose to remove barter and filter by services, ads, pubs, or service categories.
Goal: Totals the issue and service goals for each rep. The value will change if you filter by only ads or service items.
% to Goal: Your total sales divided by goal.
QTR Sales: The total sales value for issues and services as of today for the selected month and the following two months. You won’t see this field you if you run the report for all months.
QTR Goal: Totals the issue and service goals for each rep for the selected month and the following two months.
QTR % to Goal: QTR Sales divided by QTR goal.