Overview

The Companies by Sales Rep Report provides a breakdown of company-level sales organized by the sales rep assigned to each account. This report helps you measure sales performance by representative, track unassigned accounts, and identify opportunities for improved territory management. Use this report to compare rep performance, review total commissions, or reassign accounts that are currently unassigned.

Accessing the Report

  • Go to the More tab in your CaterZen account.

  • Select Reports → Sales Reports.


  • Click Companies by Sales Rep Report.

  • Choose your Filter Parameters (see below).

  • Click Generate Report.


Filter Parameters

Use these filters to control which data appears in your report:

  • Date Range – Select the time period you want to review (for example, this month, last quarter, or year-to-date).

  • Location – Choose one or multiple store locations to include in the report.

Exporting or Sharing

  • The report automatically downloads as an Excel file when generated.

  • You can also email the report directly to yourself or another team member.

  • Once exported, you can sort or filter the data.

Understanding the Report

The exported Excel file includes detailed information about each company and its assigned sales representative, including:

  • Assigned Sales Rep

  • Company Name

  • Company Email

  • Gross Sales

  • Net Sales

  • Total Commission (% of Net)

Color Coding

  • Unassigned companies appear in a separate section titled Unassigned Companies.

  • Sales Rep rows are highlighted in gray for quick visibility.

This report provides both a quick visual breakdown and a full numerical summary for all sales reps.


Common Use Cases

  • Territory Management: Identify unassigned companies that need to be reassigned to a rep.

  • Account Ownership: Ensure all major customers have a designated rep responsible for follow-up and relationship management.

  • Franchise Oversight: Compare rep performance across multiple locations or regions.

Best Practices

  • Run this report monthly or quarterly to monitor rep performance.

  • Use it alongside the Sales Commission Report to ensure commission calculations align with total sales.

  • Review the “Unassigned Companies” section regularly to maintain clear account ownership.

  • Filter by Location when reviewing multi-unit data to make comparisons more meaningful.

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Support

For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.


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