AM12 Sample Reports

The Salesperson Reports provide you salesperson-related information, which helps you analyze the activities of your sales force. Each of the Salesperson Reports is especially designed to provide several options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Salesperson Reports available in AccountMate.

Salesperson Listing

The Salesperson Listing provides basic information on sales personnel including the salesperson numbers and names, titles, addresses, status, and contact information. This report is useful for reviewing and updating information concerning your sales staff.

You can select to generate this report for active salespersons only, inactive salespersons only or all salespersons.

Commissionable Sales Report

The Commissionable Sales Report provides information on sales invoices that are subject to commissions. It lists all the commissionable invoices with invoice dates or apply dates that fall on the specified report date range. This report can be used as a reference in the sales commission calculation for each sales staff.

If commission is set to be based on inventory, you can elect to calculate commission based on the invoice line item’s net extended price, paid invoice amounts, or invoice line item’s profit margin. You can also set this report to show only the commissionable line items that are sold as upsell items.

If commission is set to be based on SO/Invoice, you can choose to calculate commission based on either the invoice subtotal amounts or gross profit per invoice. You can also configure to include the freight amount and/or invoice adjustment in the commissionable amount. In addition, you can opt to include the freight amount, sales tax amount, and/or invoice adjustment in the invoice total amount.

Regardless of whether commission is set to be based on either inventory or SO/invoice, you have the option to display the extended item cost on the report.