By Salesperson
Efficiently retrieve sales data categorized by salespersons with this dedicated job for fetching sales information from Zoho Books.
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Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| invoice_sales | Sales from invoices |
| total_sales | Total sales (all transactions) |
| invoice_sales_with_tax | Sales from invoices including tax |
| total_sales_with_tax | Total sales including tax (all transactions) |
| month | Month of the sales data |
| cn_count | Count of credit notes |
| cn_sales | Credit note sales amount |
| cn_sales_with_tax | Credit note sales amount including tax |
| invoice_count | Count of invoices |
| count | Total count of transactions |
| sales | Total sales amount |
| sales_with_tax | Total sales amount including tax |
| salesperson_id | Zoho Books ID used to refer to the salesperson |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select sales transactions with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select sales transactions with billing date on or before end_date. Format - YYYY-MM-DD |
| salesperson_id | Select transactions related to a particular contact (salesperson_id) |