Agent Booked Revenue

Description

The Agent Booked Revenue report shows each Agent and the total number of sales and volume of revenue generated by each start or close source.

Preview

Agent_Booked_Revenue.png

Filters

Name

Type

Required

Description

Start Date Date Yes The start date range of when the sale was completed.
End Date Date Yes The end date range of when the sale was completed.
Agents Multi Select No The name of the Agent selected.
Teams Multi Select No The name of the Team associated with the selected Agents.
Source Single Select No Choose to view the report by Start Source or Close Source of the sale.
Brand Multi Select No The name of the brand associated with the sale.


Data Dictionary
 

Column Name Data Type Description Example
Agent String The name of the Agent who made the sale. George Washington
Agent Totals: Sales Number The total number of sales that have been made by this Agent. 10
Agent Totals: Revenue Number The total value of the revenue generated from Sales made by this Agent.  $10,000.00
Source: Sales Number The total number of sales made for the particular sales source by this Agent. 5
Source: Revenue Number The total value of the revenue generated from Sales made by this sales source and Agent. $5,000.00

 

Frequently Asked Questions

This is a live document and will be populated once we receive questions pertaining to this report.

Related Links

Bug tickets, updates, and other related articles will be posted here.

 

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