Sales By Staff Report

Sales By Staff Report

Developed By elive

Compatible with WHMCS v7.4

This report shows the Sales per Staff member per month.

The report is invaluable for viewing who are the Top Sales people in your organisation, either by number of orders, or total value. Could also be beneficial for helping to calculate commissions.

The report is based on the value of the order invoice and only shows if :

  • the order is Active or Pending
  • the invoice is Paid or UnPaid.

Orders with no user are classed as Web Orders.

Manually created invoices are also included.

The report searches the Activity Table for New Orders and Manual invoices in a selected month, then gets the value of the invoice and presents the results sorted by Staff member. The report does not manipulate/change any entries in your database, all queries are to retrieve info.

2 pie charts are presented.

  • Order values
  • Number of orders.

The information is then presented in a sortable table.

Simply unzip and place this in your WHMCS modules/reports folder and it will show in your reports.

Only tested in WHMCS 7.x, but should work in 5.x and 6.x

 

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Version Compatibility


Compatible with WHMCS v7.4

Full Version Compatibility


  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0

System Requirements


  • WHMCS
  • PHP 5.6+

* Requirements listed are in addition to the WHMCS default system requirements.

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By elive

Changelog

v1.0.7 Released November 1st, 2018

Latest Version


  • Included invoices that have been created using the Split function from previous invoices to Report Totals

 

Previous Versions


v1.0.6 Released April 6th, 2018

View/hide detailed changelog

  • Ability to hard code the default sorting values in the top of the report
  • Can show/hide disabled users or users with no sales from report
  • Table now shows the subtotal, vat and total colums

 

v1.0.5 Released March 16th, 2018

View/hide detailed changelog

  • Totals now show any Quotes converted to Invoices. **this feature is experimental, as WHMCS logging does not give sufficient details

 

v1.0.4 Released March 7th, 2018

View/hide detailed changelog

Added in the ability to show/hide users with zero value sales and show/hide inactive users

 

v1.0.3 Released March 1st, 2018

View/hide detailed changelog

[01–Mar-2018] 1.0.3 - Public launch

 

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