Sales by Historical Team Summary Report
The Sales by Historical Team Summary report lists the total sales made by each sales rep under each of their supervisors. It lists total sales during the date range you choose.
For example, sales rep Krista Barton made $10000 in sales under Clark Koozer before the sales team was reorganized. Krista then made $15000 in sales under her new supervisor Mark Grogan. Krista appears two times on this report. She appears under Clark Koozer ($10000 in total revenue) and also under Mark Grogan ($15000 in revenue).
Transactions on this report appear by sales effective date rather than the transaction date. Sales effective date is the date NetSuite applies a transaction for the purpose of calculating commission or analyzing historical sales. For more information, see Sales Effective Date.
To view the Sales by Historical Team Summary report:
Go to Reports > Sales > Sales by Historical Team.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.