MarketTime offers the ability to browse through your Salespeople, and use the Quick Report feature to see sales at-a-glance.
What you'll learn
- How to navigate the Salesperson screen
- How to run Salespeople Quick Reports
In order to manage your Salespeople, you'll want to go to the Salespeople option in the Navigation Menu.
Similar to other screens, you can search through your Salespeople(1), or sort by the various column headers as needed (2).
You may also toggle between Active/Inactive/All Salespeople as well (3).
Exporting a list of Salespeople
To export your Salespeople to an Excel sheet, select your desired Salespeople(1), then click the Export button (2).
This feature is found by clicking the Quick Report button next to the desired Manufacturer.
The resulting window shows you basic sales information for the last calendar year for all customers who this Salesperson has written orders for.
Show All Toggle (1) - Allows you to toggle between seeing data within the last calendar year and all time.
Retailer (2) - Allows you to toggle seeing data based on customers or manufacturers using the drop-down.
Select Export (3) - Allows you to export the report as seen in the window.