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pk_trading
Level 1

Can anybody explain how to create report for each sales person's (total 3) performance and margin rate, over due.

sales total
2 Comments 2
JamesM
QuickBooks Team

Can anybody explain how to create report for each sales person's (total 3) performance and margin rate, over due.

Hi there, 

 

QuickBooks Online offers a powerful Reports feature which gives you a clear visual representation of how your business is doing. I'd be happy to steer you in the right direction with creating a sales report. 

 

Based on what you've described, I recommend checking out the Sales by Product/Service Detail. This report shows your sales, grouped by product or service. Includes the date, transaction type, quantity, rate, amount, and total. You can also explore other helpful reports by clicking Reports from the left menu > scroll down to Sales and Customers. From here you can choose the report you'd like to work with. 

 

Since you're looking for specific info on the report, I suggest customizing it by following the steps in this article here. I encourage you to go through the article and if you have questions, don't hesitate to reach out.I'll be one message away. 

 

 Otherwise, enjoy the rest of you day. 

 

 

Fiat Lux - ASIA
Level 15

Can anybody explain how to create report for each sales person's (total 3) performance and margin rate, over due.

@pk_trading 

Consider having a CRM app to integrate with your QBO and get more features to track your sales team performance.

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