How can I track sales by rep or distributor?

Last Updated: May 2024

Look up Cases by Associated User

Check the User’s Sales Targets

Run sales reports by User

Run sales reports by Distributor Group

Look up Cases by Associated User

The first tool you can use to quickly access sales information is the filters on the Events page. Using these filters you may narrow down the event listing by user to view their past and upcoming Events and view their sales.

1. Navigate to the Events page

2. Click on the Filters button to the right of the search bar

3. In the “Assigned to” field, select the user from the drop down list

4. Click “Apply”

5. The results will filter to the Events assigned to that user where you can drill down into each Case and its associated sales.

    

   

Check the User’s Sales Targets

Another way to get sales numbers by user, but from a high level, is to check that User’s sales targets.

1. Navigate to the Users screen

2. Click on a User to open the detail screen

3. Scroll down and expand the “Sales Targets & Performance” section

4. If sales targets have not yet been set for this user, learn more about doing that here.

5. You will see the User’s sales displayed quarter alongside their target for that Quarter.

    
   

Run Sales Reports by User

You may also pull sales reports by user to extract and analyze your sales data.

1. Navigate to the Events Page in the Console

2. Click on the Reports button

3. Then select “Total Sales” from the drop down menu

   

    

4. Then select the User(s) that you would like to run the report for using the check boxes in the dropdown menu.

   

5. Review the data displayed on the screen or download it for further analysis

   

Run sales reports by Distributor Group

In ConnectSx you may organize users into Distributor groups by assigning users to a distributor. To pull sales reports by distributor group:

1. Navigate to the Events page

2. Click on the “Reports” button, then select the report from the drop down menu.

3. In the field for “Distributor Group” select the appropriate Distributor.

   

4. Review the data displayed in the report or download the data for further analysis.