Guest post by Robert Lightner
Quick intro from Tim: Robert Lightner (like Brade Kostreva last week) is one of a growing number of Acumatica users who have been using the product and really like what they see. So much so that they do crazy things like writing posts on their own time to share with other Acumatica aficionados. What we are witnessing here is a grassroots community that is forming before our very eyes. Speaking of community, Robert has expressed interest in starting an Acumatica User Conference. Today though, he shares with us a report that he created and asks for feedback.
Note: This posted originally appeared on LinkedIn and is reposted here with Robert’s permission
Acumatica – Fiscal Year Monthly Analysis Report by Salesperson or by Inventory Item or both (On Demand)
The challenge was to provide an on demand monthly analysis report to spot trends as well as to identify your star sales people. Report grew to include the Monthly Earned Commissions, Monthly Blend, Monthly Quantity Ordered and corresponding Gross Profit Dollars and Gross Profit Margin.
You have the ability to run this report to include everything or you can filter to include only certain sales people or certain inventory items or both.
Report was created in Acumatica’s Report Designer by using variables. I’m curious as to what you think? Off the bat, I see I will need to increase the size of the monthly fields to accommodate larger dollar amounts.