Sales team · invoiced proformas · —

Sales Team Performance

Revenue counts proformas in the New, Rental, Trade and Certificate-Renewal categories at Total Amount including VAT. All other categories, Renewal included, are left out.

Salesperson
Period
Proformas Include proformas not yet invoiced (no tax invoice yet)
Showing only
Removed

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Invoiced (TI generated)

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Not yet invoiced

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All proformas

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Revenue

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Customers

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Repeat customers

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New vs existing customers

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NewExisting

Largest customer

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Each salesperson's customers

Revenue for the chosen period and companies, with the three companies that gave the most. Tap a card to focus on that person; tap a company to see only that company.

Month by month

Revenue for each month in the chosen period, compared with the full month before. The bar shows each month against the best one shown.

Offline copy built from the Proforma Invoice and Job Order exports.