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diquip's avatar
diquip
6 days ago

sales analysis by sales rep

hi,

is there are way to run sales analysis data but filter by sales rep (staff member). ideally id love the sales item - analyse sales and filter by staff member but i cant do that. is there a way to get this type of data? 

 

basically i want to see profit margins on items sold by staff member. 

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    6 days ago
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    Hi diquip,

     

    While you can't directly filter the "Sales Item - Analyse Sales" report by sales rep, but I've got a cool workaround for you! You can use the "Sales [Salesperson Detail]" report, and you can check out what each sales rep sold within your date range. This report won't show profit margins, but you can just combine the two reports in Excel and manually get the data you needed by each sales rep.

     

    Cheers,

    Princess

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hi,

is there are way to run sales analysis data but filter by sales rep (staff member). ideally id love the sales item - analyse sales and filter by staff member but i cant do that. is there a way to get this type of data? 

 

basically i want to see profit margins on items sold by staff member. 

","body@stringLength":"336","rawBody":"

hi,

is there are way to run sales analysis data but filter by sales rep (staff member). ideally id love the sales item - analyse sales and filter by staff member but i cant do that. is there a way to get this type of data? 

 

basically i want to see profit margins on items sold by staff member. 

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sales analysis by sales rep","moderationData":{"__ref":"ModerationData:moderation_data:891250"},"body":"

Hi diquip,

 

While you can't directly filter the \"Sales Item - Analyse Sales\" report by sales rep, but I've got a cool workaround for you! You can use the \"Sales [Salesperson Detail]\" report, and you can check out what each sales rep sold within your date range. This report won't show profit margins, but you can just combine the two reports in Excel and manually get the data you needed by each sales rep.

 

Cheers,

Princess

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"repliesCount":0,"postTime":"2025-03-27T12:11:01.801+11:00","lastPublishTime":"2025-03-27T12:15:13.182+11:00","metrics":{"__typename":"MessageMetrics","views":3},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:AccountRight-Reports/message:891233/message:891250","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"553","rawBody":"

Hi diquip,

 

While you can't directly filter the \"Sales Item - Analyse Sales\" report by sales rep, but I've got a cool workaround for you! You can use the \"Sales [Salesperson Detail]\" report, and you can check out what each sales rep sold within your date range. This report won't show profit margins, but you can just combine the two reports in Excel and manually get the data you needed by each sales rep.

 

Cheers,

Princess

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