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Report showing sales rep perfomance
Hi,
I need to run a saleforce report displaying sales activity of sales rep., including which associated account has been won, and revenue generated today.
Can someone help?
Thanks
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1 Reply
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Hello Agnes,
Create an Opportunities report where:
Show: All Opportunities
Opportunity Status: Closed Won
Probability: All
Date Range: TodayMake the report in Summary format. Summarize the results by Opportunity Owner (Sales Rep).
Include all fields necessary, but specifically, include the Amount field. Click the down arrow next to the Amount field in the preview results and select "Summarize this field". Check the SUM box and save.
Finally, click Show and uncheck the check next to Details and then click Run Report.
Hope this will help you.
Thanks.
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