Sales by Salesperson Override Dashboard

This dashboard honors user restrictions based on login location.


The Sales by Salesperson Override tab uses the Salesperson Overrides by Department that can be set up on a customer. The dashboard credits the Salesperson utilizing the following hierarchy:

  • Salesperson on the Department Salesperson Override
  • Salesperson on the Customer
  • Salesperson on the Invoice

This allows a more accurate look at sales by salespeople. The Override tab shows where there is a Department override.


Filters include Salesperson, Fiscal Month, Product Name, and Location

Choose to view by Sales Class, Category, or Department Name under the Department Selection drop-down. Specific Sales Classes, Categories, or Departments can be chosen under the Department drop-down.