CRM Software - Custom Report - Quotes per Sales Person for this Month

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CRM Software Custom Report - Quotes per Sales Person for this Month

In Amphis Customer CRM you can create Custom Reports to suit your business requirements. This is an example Custom Report you can use to show all the quotes per sales person for this month and also the total of all the quotes created this month per sales person.

You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)

For more information on how to create a custom report, see Create CRM Custom Reports

Here is the SQL command you need to enter when creating this first custom report which shows all the quotes per sales person for this month. (It doesn't matter if you don't know what this means - you just need to copy and paste this into the Report Builder).

SELECT s.lastname , s.firstname, h.documentnumber as [Quote Id] , h.total as [Amount] from quote_salesperson qs, history h, salesperson s where qs.quoteid = h.documentnumber and s.id = qs.salespersonid and month(now()) = month(h.date) and year(h.date) = year(now()) order by s.lastname, s.firstname, h.documentnumber

And here is an example output from the report showing the quotes per sales person for this calendar month.

Here is the SQL command you need to enter when creating this second custom report which shows the total of all the quotes per sales person for this month.

SELECT s.lastname , s.firstname, sum(h.total) as [Amount quoted this month] from quote_salesperson qs, history h, salesperson s where qs.quoteid = h.documentnumber and s.id = qs.salespersonid and month(now()) = month(h.date) and year(h.date) = year(now()) group by s.lastname , s.firstname order by s.lastname, s.firstname

And here is an example output from the report showing the total quotes per sales person for this calendar month.

Any custom reports you create will be available from the Reports->My Custom Reports menu. You don't need to go into Report Builder to run them.

(We welcome your suggestions for CRM Custom Reports we could create (for free). To make a suggestion, please click here)

Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you wish to achieve, but we try to develop custom reports that could be useful for the majority of our clients.

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