Sales Stats Report

Overview

Updated 08/10/2022

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports Terms and Filters (Standard Reports)   List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details Using the Data

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type ADDITIONAL
3. Click on the Additional Transactions Report

Logic

Aggregate counts of sales activities with companies and contacts.  You may also drill down into each activity type for more details.  Lost jobs are also included.

The Sales Stats report is a great way to learn about Sales performance and compare the productivity, either individually or as a group. This report can be filtered down by User Division, Region, Office, Recruiter, Stat Type, Subtype, Activity Name, and Activity Date. Use this report to manage your Sales efforts and set KPIs to make sure they are hitting their marks in respect to reaching out to companies and contacts and getting those jobs filled.

• Click here to go to the Sales Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Description
	Division
	Region
	Office
	HCM User
	Date From
	Date To
	Date Range

Field Details

• Click here to go to the Sales Category (list of Standard Reports)

Field Name	Description	Notes
WeekEnding
Closed	The week-end date in which the activities occurred. This date will always be the Sunday of the week.
Collections
NewOrder
Note
Dynamic fields	This section of data display the Contact Activities and Tasks logged on a contact profile. The individual Activities are listed below the Contact Activity header. The individual activities can be filtered down by using the Activity Name filter.	This data is credited by the user attributed to the activity when logging the activity on a profile

Using the Data

Managers can use this report to analyze past data and understand how their Sales team is performing. By viewing data on an individual or group level, they can see their recruiter's performance number and how they are performing in comparison to other recruiters.