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  • Report showing sales rep perfomance

    Posted by Agnes on September 18, 2018 at 11:42 am

    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

    Avnish Yadav replied 4 years ago 2 Members · 1 Reply
  • 1 Reply
  • Avnish Yadav

    Member
    September 18, 2018 at 1:09 pm

    Hello Agnes,

    Create an Opportunities report where:

    Show: All Opportunities
    Opportunity Status: Closed Won
    Probability: All
    Date Range: Today

    Make 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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