Sales Reports Overview

Overview of Metrics

At the top of the screen, key performance indicators are displayed:

• Sales: The total value of sales made during the selected period.
• Commissions: The total amount of commissions earned.
• Paid: The total amount paid to the tenants/partners.

Example:

• Sales: $4,900,000.00
• Commissions: $410,000.00
• Paid: $410,000.00

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Graphical Performance Overview

The line graph provides a visual representation of sales, commissions, and paid amounts over time.

Features:

• Legend: Identifies three data points:
  • Sales (Green): Represents the total sales made.
  • Commissions (Purple): Represents the total commissions earned.
  • Paid (Light Purple): Represents the total amount paid.
• Interactive Tooltips: Hover over data points to see specific values for that period.
• Timeline: Trends are displayed over multiple years (e.g., 2019–2024).
• Controls:
  • Zoom and pan the graph for closer inspection.
  • Reset view with the refresh/zoom-out option.

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Tabular Data View

Below the graph, a table presents a detailed breakdown of individual sales transactions.

Table Columns:

1. Date: The timestamp for each transaction.
2. Tenant: The tenant or partner associated with the transaction.
3. Product: The product or service sold.
4. Amount: The sales amount for the transaction.
5. Commission: The commission earned for that transaction.

Example:

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Pagination Options

The table supports pagination for smooth navigation across large datasets.

• Results per page: Users can select the number of rows displayed (e.g., 10, 25, 50).
• Page navigation: Buttons for Previous and Next allow browsing between pages.
• Total results indicator: Displays the total number of entries (e.g., "100 Results").

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Filters and Export

Filters:

Click the Filter button to adjust the data displayed, such as:

• Date range: Filter by specific periods.
• Tenant: View performance for a specific tenant or partner.
• Product: Focus on specific products.

Export:

Click the Export button to download the reports CSV.

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Summary of Features

1. Real-time Metrics: View key indicators for sales, commissions, and paid values.
2. Graph Representation: Analyze trends over time with interactive charts.
3. Data Segmentation: Breakdown transactional data with an intuitive table design.
4. Customizable Views: Use filters to focus on specific data points.
5. Export Capability: Download reports for external sharing or deeper analysis.