Profit By Salesperson

List of profit percentage by Salesperson.

This app provides a snapshot of the profit percentage by Salesperson based on the service and/or receivable invoice totals vs. the cost amount.

Setup:

  1. Salesperson must be entered on the 3-6 Client screen.
  2. 3-2 and 11-2 invoices must be posted.
  3. 6-3 Job costs must be posted.

Steps:

  1. Open the 1-4 Recurring Journal Transactions screen.
  2. Click the zMaxOneClick app and choose Profit by Salesperson
  3. Wait for the preview grid to appear.
  4. To review a specific date range, input the date range and click refresh.

Output:

    Preview grid
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. The data shown on the report includes: Salesperson name and employee number, Invoice Total, Cost Amount, Gross Profit Amount and Profit Percentage.

Story:

Joe Contractor would regularly like to see the profit he is making off of each salesperson, but it takes the office too long to produce the report.

Process:

This app provides a snapshot of the profit percentage by Salesperson based on the service and/or receivable invoice totals vs. the cost amount.

Return on Investment:

Now he can view the report at a click of the zMaxOneClick app.