Salesperson Performance Report
Product Enchantment...... It would be very beneficial to have a drop down similar to the Quote Report on the Salesperson Performance Report. It appears the Salesperson Performance Report is based o...
Forum Discussion
The created-date logic hits commissions hardest: a quote created in March and won in April lands in the wrong pay period. Until the report gets a date filter, export quotes with the approval date and salesperson columns, if your export has them, and filter by approval date for each pay period.
I also set up nightly Google Sheets for Jobber users with salesperson totals by approval or invoice date, so the weekly commission run is one filter. Would a sample on test data help?
(Disclosure: this is my own small service.)