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Sales Staff Analysis Report

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The Sales Staff Analysis report details the number and value of orders sold for a range of performances, roles, users and sales dates.

This report does not include information on requests.

Box Office Management can use this report to determine the number of sales by all parties in their Box Office for commissions, if offered by the organization. This also gives the Executive a sense as to which roles in the organization are active in terms of ticket sales.

Sales Staff Analysis Report Criteria

The following table describes this report’s criteria:

Criteria Description
Series Enables you to filter the report by the selected series.
Enter the series name or click  to search for the series. For more information, refer to The Find Series Dialog Box.
Performance Code Enables you to filter the report by a specific performance.
Enter the performance code or click  to search for the performance. For more information, refer to The Find Performances Dialog Box.
Sales Date Format Specifies the date to use for the report:
  • Date Range
  • Previous 7 Days – This does not include today.
  • Today
  • Yesterday

    This is the date that the item on the order was sold, modified or deleted.
Sales From Enables you to filter for sales on or after the selected date. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Sales To Enables you to filter for sales on or before the selected date. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Include Enables you to include:
  • all orders: Includes all orders
  • no blank orders: Includes only those orders with a total value greater than zero
  • orders with admissions: Includes only those orders with admissions
Display Values Enables you to filter the report by the values that you want to display:
  • Net Paid: The net value of the tickets that have been paid for.
  • Net Sold: The net value of the tickets that are on an order, but have not been paid for (e.g. the customer will pay for the ticket when he/she picks it up at will call).

Advanced Section

The following criteria is available in the advanced section:

Criteria Description
Performances From Enables you to filter for those performances that occur on or after the date entered.
The application will ignore your entry if you do not enter a value for 'Performances To' date.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Performances To Enables you to filter for those performances that occur on or before the date entered.
The application will ignore your entry if you do not enter a value for 'Performances From' date.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
User Name Enables you to filter by the selected users. Enter the user name and press ENTER or click  to search for the user(s).
For more information on searching for a user, refer to The Find Users Dialog Box.
This is the user who created the order.
User Role Enables you to filter by the selected user roles.
This is the user who created the order.
To select more than one user role, hold CTRL or SHIFT while making your selections.
User Role Group Enables you to filter by the selected user role groups.
This is the user who last updated the order.
To select more than one user role group, hold CTRL or SHIFT while making your selections.

Sales Staff Analysis Report Output

The following image illustrates a sample report


Sales Staff Analysis Results
The following table describes the report’s output:

Column Description
User Name The user who created the order.
Orders The number of orders created within the specified sales date range.
Value of Orders The total value of the orders created (including taxes and service charges).
% Orders The percentage of the total orders created by this user.
% Dollars The percentage of the user’s order value over the total value across all users.
Tickets The total number of admissions sold.
Performances The total number of unique performances on each order sold by the user.
For example, if Bob created an order for performance A then the total would be one. If he created two orders for performance A, then the total would be two (one unique performance per order). If Bob created an order with admissions for both performance A and performance B, then the total would be two (two unique performances).
NET Ticket Value The net value of admissions sold, excluding taxes and service charges.
% Tickets The percentage of the total admissions sold by this user.