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The Salesperson - Sales Statistics report shows sales performance summarized by salesperson for a selected period. For each salesperson code, the report aggregates total sales amount, profit, adjusted profit, profit percentage, and adjusted profit percentage, along with related discount and payment figures. The totals provide an at-a-glance view of how much revenue each salesperson generated and how profitable those sales were.
The report is based on posted sales and presents monetary results such as sales, profit, invoice discounts, payment discounts, and payment tolerances. By including both profit and adjusted profit metrics, it allows comparison of raw and adjusted profitability per salesperson, as well as overall totals across all salespeople in the period.
Available layouts
INTRODUCED IN: Business Central 2025 release wave 2.
The report includes different layouts for different use cases:
- An Excel layout with worksheets designed for print and for analysis.
- A Word layout designed for print/PDF output.
You can export either layout from the Report Layouts, edit it in Excel or Word to cater for your needs, and import it back to Business Central. To learn more, go to Creating your own report layouts.
Use cases
Analyze sales and profitability per salesperson to understand revenue contribution, compare margins, and evaluate the impact of discounts on overall performance. Use the insights to monitor individual and team sales effectiveness, identify high and low performers, and support data-driven decisions across sales management, operations, and finance.
Sales representatives can use the report to:
- Review personal sales and profit performance for the period.
- Compare profitability across deals to understand where margins are strongest.
- Validate that posted sales and profits align with expectations and commissions.
Sales managers can use the report to:
- Compare sales and profit performance across salespeople.
- Identify top-performing and underperforming salespeople based on revenue and margin.
- Monitor the impact of discounts on overall profitability.
Sales operations analysts can use the report to:
- Analyze overall sales and profit distribution by salesperson.
- Identify patterns in profitability that may indicate pricing or discounting issues.
- Support management reporting with aggregated sales and margin figures.
Finance managers can use the report to:
- Review salesperson-level profitability as part of period-end analysis.
- Reconcile sales and profit figures with the general ledger.
- Assess whether sales activities are contributing to expected profit margins.
Try the report
Try the report here: Salesperson - Sales Statistics
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Related information
Sales reports
Ad hoc analysis of sales data
Sales analytics overview