We need a separate page that shows Rep sales based on the actual sales they had a hand in via their Rep number. What we have now is sales report based on the accounts assigned to the rep which can be troublesome to get a clear view of what the sales rep has actually done.
Bryan Nelson
Bryan, if you are using the Advanced Search screen to get this view then you will get only the sales amounts based on the accounts that are assigned to that rep. If you want all Rep sales activity volume, whether assigned or unassigned, then use this menu flow in SalesLink - Executive CloudLink: Pipeline / Sales / Equipment Sales Budget - click on the hyperlink of the Reps last name. A new window will open that gives you all the sales results where the Rep number is found on the transaction.
Hi Bryan, Can you provide a screenshot of that report?