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Hi Forum,

maybe I´m on the wrong path, but the problem shouldn´t be that difficult to solve. Probably I only missed something.

The situation: We have several "Sales Teams" (basically the sales person responsible) as well as several Analytic Accounts which are set as out profit centers.

Our customer now wants to get information of the Sales achieved by each Sales Team (Sales Agents) in relation to the costs of the specific goods.

In the P&L report I can only filter by Analytic Accounts and Tags. If I set the Analytic Accounts, each Profit Center (which includes several sales people) will displayed. I tried to set an Analytic Tag on product line of the Sales Order - going next to the P&L, selecting the specific tag, the actual operating income for that particular person is displayed. Unfortunately, the costs are not.

So, in a nutshell: How can we output the sales in relation to the costs for each Sales Team?

Thanks for your help!

Best,

Mike

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Best Answer

Hi,

U can do one thing, the client can check the same in reports section in the sales app where the sales persons targets are shown or else u can suggest him the timesheet/project app where he can set targets amongst the salespersons and check the same in  reports section. Hope this helps.

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