01
About this report
Net sales grouped by the sales rep on the transaction and the month of the transaction date, for the last 24 months. Net sales are invoices and cash sales less credit memos, before tax, in base currency. Transactions with no sales rep are grouped as (no sales rep).
Group by Quarter for quota periods, and filter on Sales rep to follow one person.
02
Sample preview
Fictional figures in the shape you will see. Yours come from your account.
| Month | Sales rep | Transactions | Net sales |
|---|---|---|---|
| 2026-09 | Dana Whitfield | 18 | 98,420 |
| 2026-09 | Marco Ruiz | 11 | 61,300.50 |
| 2026-09 | (no sales rep) | 3 | 4,210 |
| 2026-08 | Dana Whitfield | 21 | 112,875 |
| 2026-08 | Marco Ruiz | 14 | 70,220 |
03
The SuiteQL
This is the query each report runs. Read it, copy it, or change it after import.
SELECT TO_CHAR(t.trandate, 'YYYY-MM') AS period,
NVL(BUILTIN.DF(t.employee), '(no sales rep)') AS sales_rep,
COUNT(DISTINCT t.id) AS transactions,
SUM(-tl.foreignamount * t.exchangerate) AS sales
FROM transaction t
JOIN transactionline tl ON tl.transaction = t.id
WHERE t.type IN ('CustInvc', 'CashSale', 'CustCred')
AND t.posting = 'T'
AND tl.mainline = 'F'
AND tl.taxline = 'F'
AND NVL(tl.iscogs, 'F') = 'F'
AND tl.itemtype NOT IN ('TaxGroup', 'TaxItem', 'Subtotal', 'Description', 'EndGroup')
AND t.trandate >= ADD_MONTHS(TRUNC(SYSDATE, 'MM'), -23)
GROUP BY TO_CHAR(t.trandate, 'YYYY-MM'), NVL(BUILTIN.DF(t.employee), '(no sales rep)')
ORDER BY period DESC, sales DESC04