Sales by Operator

Hi Cynthia,

I'm not aware of any canned reports but when I worked in the Pittsburgh Cultural Trust consortium we had a custom report called "Group Order Listing".  This report allowed me to pull based on seasons, events, etc and define a specific solicitor or multiple solicitors.  It had very flexible criteria.  It was perfect to track sales placed by our telemarketer and determine commission payments.  I also used it when we had specific holiday promotions where staff was given incentives to promote products. I would recommend reaching out to someone in the Pittsburgh Consortium!

Best,

Chuck Buchanan

Manager, Direct Marketing and List Management

92nd Street Y

Hi Cynthia,

I'm not aware of any canned reports but when I worked in the Pittsburgh Cultural Trust consortium we had a custom report called "Group Order Listing".  This report allowed me to pull based on seasons, events, etc and define a specific solicitor or multiple solicitors.  It had very flexible criteria.  It was perfect to track sales placed by our telemarketer and determine commission payments.  I also used it when we had specific holiday promotions where staff was given incentives to promote products. I would recommend reaching out to someone in the Pittsburgh Consortium!

Best,

Chuck Buchanan

Manager, Direct Marketing and List Management

92nd Street Y