Let’s break this report down!
The Invoiced Sales Summary Report provides a consolidated view of total invoiced sales, grouped by sales representative, for a selected period.
This report helps users to:
Analyse invoiced sales by sales representative.
Measure individual sales performance.
Account for credits and adjustments as negative values.
Support commission calculations and financial reporting.
By combining invoices and credits into a single summary, the report delivers a true net sales value per sales representative.
Getting There
To access the Invoiced Sales Summary Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Finance category.
Click the Invoiced Sales Summary module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to control which invoiced sales are included in the summary.
Period: Filters the report by invoice date. Only invoices, credit notes, and miscellaneous invoices within the selected range are included.
Column Breakdown and Key Fields
Each row in the report represents the total invoiced sales value for a single sales representative within the selected period.
Column Name | Description |
Sales Person Code | Displays the sales representative's unique code. |
Sales Person Name | Displays the first and last name of the sales representative. |
Total Value | Displays the total invoiced sales value for the sales representative. Credits and returns are reflected as negative values. |
Insight: Because credits and credit notes are included as negative values, the Total Value column reflects net sales, providing a more accurate view of sales performance.
The Invoiced Sales Summary Report is a key performance and financial analysis tool within Service Geeni, offering a clear summary of invoiced sales by sales representative.
Review this report regularly - such as monthly or quarterly - to track sales performance trends and ensure invoiced values align with financial expectations and commission structures.