I ran an employee incentive last month wherein they needed to sell a certain amount of new recurring monthly revenue to get the incentive. I can't figure out a way to generate a report that gives me the following (format is just an example - it's only the qty and amounts I'm interested in). Keep in mind that it's not just new accounts, but upsells of new revenue to existing customers that counts as well. Thanks in advance for any help you can offer. Salesperson1 Customer1 BillingItem1 Amount1 BillingItem2 Amount2 Total for Customer1 Customer2 BillingItem3 Amount3 BillingItem4 Amount4 Total for Customer2 Total for Salesperson1 Salesperson2 Customer3 BillingItem5 Amount5 BillingItem6 Amount6 Total for Customer3 Customer4 BillingItem7 Amount7 BillingItem8 Amount8 Total for Customer4 Total for Salesperson2 etc...
You can break down a product sales report by Salesperson and Product, but not by all three (Salesperson -> Customer -> Product).