Gross Sales Summary Report Definitions

Module: Reports

Path: Reports > Performance Reports > Gross Sales Summary Report

Topic: Gross Sales Summary Report

Version(s): 5.1 and up

Editions: All

What Is Gross Sales Summary Report

Performance Reports

Gross Sales Summary Report - Gross Sales Summary Report.

Making The Connection

Where Will I See This Within OLX?

This report is based on calls that are created when an agent enters the new order screen (not call collector calls)

What Imports/Exports Relate to Gross Sales Summary Report?

At this time there are no imports/exports related to the report

Setup

Preview

You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button.

View Report - Displays results

Displays the toolbar

Hide Controls - Hides report filters

Show Controls - Displays report filters

Show Schedules - Displays schedule editor

Format filter will display at top of screen
Delivery and Encryption tabs will display on bottom left of screen

Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
Close - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter	Definition
Date Type	User Selected Allows the user to select any calendar day for start and end range. Last Week (S) The previous week starting with Sunday will automatically be set in the Date Range Last Week (M) The previous week starting with Monday will automatically be set in the Date Range This Quarter Date Range will set to the current quarter based off the current date and which quarter it falls in: First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years) Second quarter, Q2: 1 April – 30 June (91 days) Third quarter, Q3: 1 July – 30 September (92 days) Fourth quarter, Q4: 1 October – 31 December (92 days) Last Year Jan 01 of previous year to Dec 31 of previous year Last Month Day one of previous month to the last day of the previous month This Week (S) - Sunday Current week from Sunday to the following Saturday This Week (M) - Monday Current week from Monday to the following Sunday This Month First day of current month to last day of current month This Week to Date (S) - Sunday Sunday of current week to current date This Week to Date (M) - Monday Monday of current week to current date This Month to Date First day of current month to current day Tomorrow Current day plus one Now to End of Week (S) - Sunday Current day the next Sunday Now to End of Week (M) - Monday Current day to the next Monday Now to End of Month Current date to last day of the current month Now to End of Year Current date to Dec 31 (current year) Last Quarter Date Range will set to the previous quarter based off the current date and which quarter it falls in: First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years) Second quarter, Q2: 1 April – 30 June (91 days) Third quarter, Q3: 1 July – 30 September (92 days) Fourth quarter, Q4: 1 October – 31 December (92 days) This Quarter To Date Date Range will set to the current quarter based off the current date up to the current dates data: First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years) Second quarter, Q2: 1 April – 30 June (91 days) Third quarter, Q3: 1 July – 30 September (92 days) Fourth quarter, Q4: 1 October – 31 December (92 days) Year to Date Jan 01 (current year) to current date
Fiscal Week (only shows during manual run when utilizing User Selected Date Type above)	This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
Date Range	The date the call/order came in
Report Layout	3-layer filter to display report data (see Grouping below) example if set to Client/Team/Date:
Expand	None will not expand any of the selected groupings and only show the first layer of the Groupings set in Report Layout One will expand only the first Grouping to display the first and second layer of the Groupings set in Report Layout Two will expand all Groupings to display all layers of the Groupings set in Report Layout
Format (only shows when setting up a schedule)	This is the format that the report will export in: PDF Excel CSV
Client	The client of the source of the call/order
Show Inactive (Client)	Show in the report: Checked - show active and inactive Clients Unchecked - only show active Clients
Team	The team of the employee who took the call/order

Grouping/Report Layout

Grouping	Definition
Client	The client of the source of the call/order
Date	The date the call/order came in
Employee	The employee who took the call/order
Team	The team of the employee who took the call/order

Column Definitions

Column	Definition
ANS #	The number of calls in the date range
VALID #	The number of calls with dispositions that are set to count against an agent's close rate as determined by the script
SALES #	The numbers of orders in the date range (does not include auto generated orders)
CLOSE %	SALES # / ANS #
ADJ CLOSE %	SALES # / VALID #
ADDS #	The number of orders that had at least one ADD item
ADD %	ADDS # / the number of orders that had the opportunity to sell an add on item based on script settings
CROSS #	The number of orders that had at least one XSL item
CROSS %	XSL # / the number of orders that had the opportunity to sell an Xsell item based on script settings
AP #	The number of orders that had the opportunity to sell an autoship generating item
AUTO #	The number of orders that had at least one item that spawned an autoship sequence
EST AUTO %	AUTO # / AP
EMAIL #	The number of orders that had a valid email address
EMAIL %	EMAIL # / SALES #
CHECK #	The number of orders that were paid with a Telecheck
CHECK %	CHECK # / SALES #
Frees #	The number of orders with a product offer that has a zero-dollar unit price and are not an 'ADD' item type
REV $	(Quantity * UnitPrice) + Shipping of the orders
RPC $	REV $ / ANS #
AVE T $	REV $ / SALES $
Grand Totals	Sum of column(s)