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 :
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.
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
Be the first to review Sales By Staff Report.
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.
Added in the ability to show/hide users with zero value sales and show/hide inactive users
[01–Mar-2018] 1.0.3 - Public launch
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Build dynamic reports, schedule their creation and email the results to your staff members.
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