العربية⬜ Sales Representative Report in AurPOS
The Sales Representative Report in AurPOS is a powerful tool for evaluating the performance of your sales representatives by tracking both sales and expenses associated with each representative individually. This enables you to analyze individual profitability and enhance your motivation and follow-up strategies.
✅ What is the Sales Representative Report?
This report provides a comprehensive overview of the sales transactions and related expenses made by a specific sales rep during a defined period. It helps in accurately assessing performance and connecting results to different business locations.
➤ How to Access:
Home → Reports → Sales Representative Report
➤ Report Content:
The Sales Representative Report is divided into three main sections:
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Sales Added:
Details of invoices created by the sales rep, including:-
Invoice Number
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Customer Name
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Location
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Payment Status (Paid, Partial, Due)
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Total Amount
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Amount Paid
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Remaining Balance
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Sales with Commission:
If a commission system is applied, the report displays sales eligible for commission with relevant details. -
Recorded Expenses:
Expenses incurred by the sales rep during their work, which may be deducted from commissions or considered in financial performance evaluations.
✳ Available Filters:
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User (Sales Representative)
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Business Location
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Date Range
These filters allow you to customize the report for a specific rep, branch, or period, enabling in-depth performance analysis.
✅ Benefits of Using the Sales Representative Report:
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Evaluate each rep’s performance based on sales volume and net revenue
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Track operational expenses and relate them to sales outcomes
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Accurately calculate commissions
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Support incentive and reward decisions based on real performance
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Increase transparency between management and the sales team
✨ Tip:
Review this report regularly to motivate your sales reps, identify top performers, and monitor field expenses to ensure they align with actual sales results.