Sales person reporting

You can report on your sales team's performance in Breww using a variety of reports, depending on the type of data you'd like to view:

Sales by sales person

This is a pre-built report found under Reporting → Pre-built Sales reports → Sales team & CRM. It provides an overview of sales figures (by value and litres) for each sales person, along with other useful insights into their performance.

All sales report

This report shows all orders raised by each salesperson and what was sold. You can view this as a simple table, or use one of the pivot analysis templates to view the data in a more structured way.

A good starting point is the "Breakdown by quarter and month, by salesperson" option. After running the report, you can select Configure pivot to customise the layout to your needs.

Aggregate reports

In the Build a new custom report section of the reporting dashboard, the Sales group has several data sources you can build an aggregate report from, such as Sales (orders/invoices). These reports allow you to view sales data grouped by salesperson and other criteria.

Raw data reports

Click Raw data next to any data source in the same Sales group to build a detailed report. You can include fields such as sales person, and apply filters using BrewwQL to target specific sales team member performances.