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Sales scorecard

Created with Jet Reports for

Report Date #NAME?


Report Time #NAME?

Options
Year 2005

Period 2

Limited to: 10

The sales scorecard is a sample report modified from an operational report. This scorecard can be modified by chan
on the Salespeople worksheet. Use the drop down menu item to choose either 2004 or 2005.

For your purposes the option can be changed to quarter, month, day or any period sequence you need for your rep

To find out how you can put reports like this one to work for you click on the Find Out More
Created with Jet Reports for Dynamics

s scorecard can be modified by changing the options


2004 or 2005.

iod sequence you need for your report.

nd Out More button on the web page.


2005
2004
JetReports

Salesperson Scorecard
YOUR LOGO HERE
2004
100 100
J
Last ane
Budget to Period to Last
Sales Unit Period To period
Budget
date date Pete
date
Jane 4,455 4,773 5,604 Sal-
lie
Pete 4,136 4,455 4,892
Sallie 4,455 4,773 4,722 Mike
Mike 3,818 4,455 4,530
Al
Al 3,755 3,945 3,821
Joe 3,245 3,373 3,490 Joe
Fred 3,182 3,245 3,217
Bob 1,909 2,227 2,199 Fred
Anne 1,750 1,845 1,833
Bob

An
ne

Total Sales 30,705 33,091 34,308 - 1,000 2,000 3,000

Last Period To date Budget to d

5,250
5,000 4 3 5 1
Jane4,750 11000 12000 7,850 5,175 ### 3,372 2,549 2,331 1,866
Pete 9000 10000 6,400 4,518 ### 3,197 2,202 1,652 1,447
4,500
Sallie 8000 8500 4,900 4,361 ### 3,198 2,580 2,372 1,391
4,250
Mike 5500 6000 4,500 4,183 ### 2,588 1,766 1,528 97
4,000
Al 4900 5500 3,200 3,529 ### 1,833 1,667 1,476 7
3,750
Joe 4443 5000 3,500 3,223 ### 2,550 2,025 1,656 1,459
Fred3,500 4321 5000 2,000 2,971 ### 2,003 1,271 966 454
Bob 3,250 3945 5000 3,200 2,031 ### 1,528 1,146 1,038 215
Anne 3,000 3400 4500 2,200 1,693 ### 1,386 1,024 909 120
2,750
2,500
2,250
2,000
1,750
1,500
1,250
1,000
750
500
250
-
Column K Column L Column M Column N Column O Column P
Date #NAME? Created with Jet Reports for Dynamics
Time #NAME?

Anne 5.34%
Jane 16.33%
Bob 6.41%

Fred 9.38%

Pete 14.26%

Joe 10.17%

Sallie 13.76% Al 11.14%

,000 2,000 3,000 4,000 5,000 6,000


Mike 13.20%

Last Period To date Budget to date Period to date

4 1 4 1
1,387 336 238 101
1,131 124 111 32
1,179 329 232 50
69 42 38 21
7 0 0 0
1,317 441 306 175
Jane
386 229 185 48
152 106 93 51 Pete
107 16 11 5 Sallie
Mike
Al
Joe
Fred
Bob
Anne

nO Column P Column Q Column R Column S Column T


2005
b 6.41%

2004
Fred 9.38%
0

Joe 10.17%

Al 11.14%

Jane
Pete
Sallie
Mike
Al
Joe
Fred
Bob
Anne