Sales Rep Goal Metrics Report
The Sales Rep Goal Metrics report shows your reps publication and service sales and their progression towards their goals. You should set up goals for your reps before leveraging the report. You can choose to generate a PDF of the report, export to a CSV file, and/or save the report.
To access this report, you need the User Permission 'Rep Goal Metrics Report'.
To view information for all users, not just your own data, you also need the sub-permission 'View All Users'.
There are various search fields that can be used to filter this report to find the information you need.
Month and Year : The month uses the reporting date of your issues and the bill date of your services to calculate your sales values. For example, if you select January, the system will show all issues with a reporting date in January and services with a bill date in January. By default, the system will set these fields to the current month and year.
Rep: You can filter the report for all reps or individual reps. If you don’t have access to view all users, you will likely only be able to see your sales and goals.
Publication: You can choose to view one or more publications in the report. The report will only show sales and goals tied to the selected publication(s).
User Group: View sales and goals for a group of users. The user group will override the rep selection if both are used.
Show users without sales or goals: The report will return a user as long as they have a goal or sales in the month/year. You can choose to show all users by checking this option and running the report.
Exclude Barter Amounts: The report returns all net sales numbers. If you want only cash net, choose to exclude barter from the results.
Use Fiscal Calendar: You can choose to use the fiscal calendar view. If your fiscal year is not that same as the calendar year, the report will group your sales and goals number based on your fiscal periods. For example, if you 1st fiscal period is from 11/01-1/31, the fiscal quarter will include all issue with reporting dates between 11/01-1/31 and not from 1/01-3/31.
When you run the report, the system will return a row for each rep, and will show their goal and sale information.
Sales Rep: The name of your sales rep.
Last Week Sales: The value shows what reps sales were on this day last week. For example, If you had $5,000 sales for an issue before this week and sold $10,000 this week, you would see $5,000 in last week and a total sales of $15,000.
Total Sales: The total sales value as of today. The number is the total net sales. You can choose to remove barter.
Goal: Totals the issue and service goals for each rep.
% to Goal: Your total sales divided by goal.
QTR Sales: The total sales value for issues and services as of today for the selected month and the following two months. You won’t see this field you if you run the report for all months.
QTR Goal: Totals the issue and service goals for each rep for the selected month and the following two months.
QTR % to Goal: QTR Sales divided by QTR goal.
Updated 3/28/2025