The Sales by Sales Rep analysis shows how individual sales representatives (deal owners) contributed to total sales over selected time periods. The analysis consists of the final prices of Deals that are in the stage Closed Won.
Find this analysis in the Main Menu » Analyses.
You can switch between a chart and a table when viewing this analysis.
The chart shows how much each rep contributed to total sales over the selected time period. When you hover over a specific column, a list of reps is displayed, including a summary of their sales (Closed Won Deals).
In the table, you will see the totals of all the Deal that sales reps have won in the specified period.
You can find the Advanced Filter in both the chart and the table. Show or hide the filter as you wish.
The Advanced Filter works as follows:
If you decide to save the filter, you need to name it first.
You will find all your saved filters in the analysis header, where you can pin and manage them.
Export the analysis either as a table or a chart. This option can also be found in the header.