Sales Per Industry/Rep

The Sales Per Industry/Rep report shows a client-level sales summary grouped by industry and sales rep.

⚙️ How It Works

The report uses a two-level layout.

A summary table at the top shows all clients with their industry, rep, sales, purchases, and GP. Below that, collapsible panels group the same data per sales rep.

Results are sorted alphabetically by rep, making it easy to compare performance across the team.

🔍 Filters

• Date range - defaults to today through the end of the current month

📋 What You'll See

Each row shows:

• Client Name

• Industry

• Sales Rep

• Last Sales Rep

• Active status

• Sales

• Purchases

• GP

Sub-totals are shown per rep, with a grand total across all reps.

💡 When to Use This Report

This report is useful for:

• Understanding industry concentration across your client base

• Reviewing client distribution across reps

• Identifying which industries drive the most revenue

• Spotting clients that have changed reps

✅ Summary

• Two-level view - summary across all clients, then grouped by rep

• Shows industry alongside sales data for each client

• Use the "Last Sales Rep" column to track client movements between reps

• Helps identify which industries and reps are driving your business