Many accounting systems have two separate places where you can allocate a "Salesperson". It is important to first understand how your business operates and which of these methods best suits you.
This Article guides you through:
See these articles to learn how to use BI4cloud to:
Customer Salesperson
You can allocate one Salesperson to each Customer.
In MYOB do this under the Selling Details tab in each Customer Card.
This method is easy as you only need to allocate the Salesperson name once, then all Sales to that customer will report in BI under this Sales Rep.
In Bi4Cloud we call this the Customer Sales Rep dimension.
Invoice Salesperson
You can instead allocate one Salesperson to each Invoice.
In MYOB do this when you enter each Sales Invoice.
This method can allocate a different Salesperson to individual Invoices even if they belong to the same Customer. This method is more time consuming and can result in errors as every Invoice must have the correct Salesperson name on it. However if you have large customers that can be serviced by different Salespeople then this is the best method to use.
If you have also set up a Salesperson against the Customer in MYOB then this name will appear by default as the Salesperson name in the Sales Invoice. However you can change this to be another Salesperson if specific invoices belong to another rep.
In BI we call this Invoice salesperson the Salesperson dimension.
Which Salesperson to use in Business Intelligence?
Most businesses will choose either the Customer Sales Rep or the Salesperson (Invoice Salesperson) to report on using BI.
Customer Sales Rep
Use the Monthly Sales report:
- Change the Analyse by field to Customer Sales Rep to see one line per Customer Sales Rep.
- Change the Pivot on field from Months to Customer SalesRep to see them in Columns, then change Analyse by field to Brand (or Item etc) to see how much of each Brand each rep is selling.
- Using the Customer Report, Group by Customer SalesRep to see each Customer subtotalling by Rep.
Invoice Salesperson
Likewise you can use the Invoice Salesperson to report in exactly the same way as above.
However, if you use Invoice Salesperson you need to be very careful that each and every invoice has a Salesperson allocated to it. Simply run the same reports and replace the Customer SalesRep dimension with the Salesperson dimmension.
Using a combination of Customer Sales Rep & Invoice Salesperson
Some business choose to run a combination of the two methods. If for example the majority of customers have just the one Sales rep however there is one large customer which can have multiple Salespeople associated with it, then for just that one Customer you can allocate different Salespeople to each Invoice, for the Others allocate a Salesperson to the Customer.
Using BI you can also double check your data by running a report using both the Customer Sales rep And Invoice Sales rep Dimensions. In the example below you can clearly see some invoices do not have a Salesperson assigned on the invoice.