Sales Representative Target vs Actual
One Sales Commission period as a report: target, actual, achievement, profit, three commission kinds, total, and paid commission per rep.
Questions It Answers
- Who hit target this period, and by what percentage?
- What is each rep's commission, and how much can be paid already?
- How much profit did each rep generate?
Filters
| Filter | What it does |
|---|---|
| Period | Required. One Sales Commission document (description, from-to dates). |
How To Read It
Header: period, date range, division, currency, posting status. One row per rep.
| Column | Meaning |
|---|---|
| Sales Target, Actual, Achievement | Typed target, turnover from Process (after deduction toggles), and Actual / Target x 100%. |
| Profit | Gross profit from that rep's sales in the period. |
| Transaction, Product, Receivable Commission, Total Commission | Result of each Commission Rule category and their sum. |
| Paid Commission | The commission that may be paid now - equals Total when Commission Follows Payment is off; proportional to payments when on. |
Why The Numbers May Differ
- This report reads the period document's last Process result, it does not recompute - sales entered afterwards do not show until processed again.
- Actual can be lower than Sales by Division, Sales Representative, and Product because returns/discounts are deducted and the paid-in-full condition applies per the document toggles.
- A period posted to payroll is locked; its figures are final.
Purchase Price Permission
Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.
- A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
- Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.
Menu Location
- Sales & POS / Sales Reports / Sales Representative Target vs Actual
/report/salesmantargetreal