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February 4, 2020
Question

Sales Rep Report & Graph

  • February 4, 2020
  • 1 reply
  • 1 view

Hi I was wondering if there is a way to pull a graph (just like the company or customer snapshot) for individual sales reps? The information on the sales rep sales is too broad and general. I was looking for a more detailed report, including sales comparisons and percentages.

 

If not available on quickbooks is there a 3rd party app that you can suggest?

1 reply

Michael K
Level 4
February 4, 2020

Hi there, @aileeno25. Congrats on your first post in the Community!

 

I'm here to provide some insight on the reporting abilities in QuickBooks Enterprise. The ability to create a bar graph for Sales by Sales Representative isn't yet available. I will pass along your idea to our Product Development team for possible implementation in future releases.

 

In the meantime, I recommend checking out our Desktop App Marketplace. There are hundreds of integrations there and you may be able to find one to suit your needs.

 

Please know I'm always available here to lend a helping hand. Cheers to a safe and productive week ahead.