When to Use This
You need to see all sales across the company in one place
You want to review account details for specific customers
You need to check commission and override breakdowns for accounts
You want to filter sales by rep, office, date, or status
You need to import sales data from an external source
You want to manually add a sale to the system
You're analyzing sales performance for reporting purposes
Who Can Access Sales Reports
The full Sales report with all company data requires admin-level access. Managers may have access to sales data for their own office or team.
Step-by-Step Walkthrough
Accessing the Sales Report
Make sure you're in admin view. Click "Switch to Admin" in the upper right corner if needed.
Click on "Reports" in the left-hand menu. This expands to show the report subtabs.
Click on "Sales." This is the second subtab and displays all sales data.
Using the Filters
The Sales report has powerful filtering options to help you find exactly what you need.
Filter by date type. Select which date to filter by:
Service date
M1 date
Cancel date
Initial service date
Sell date
Filter by time period. Choose from:
Week
Month
Year
Last year
Quarterly
Custom (select your own date range)
Filter by rep. Select a specific sales rep to see only their accounts.
Filter by office. Select a specific office to see only accounts from that location.
Apply your filters. The report updates to show matching results.
Understanding the Overview Section
At the top of the Sales report, you'll see a summary of account statuses and performance.
Review the circle graph. This shows your accounts broken down by status:
M2s completed (or services completed)
M2s canceled
Initial service accounts
Pending service accounts
Check the contracts section. This displays:
Kilowatts installed (for solar) or total service revenue
Pending amounts waiting to complete
Total paid commissions already paid out
Projected commissions (in light blue) from pending accounts
Install/service ratio showing completion percentage
Review the rep performance stats:
Average account per rep
Average kilowatt or contract value per rep
Best day (highest single day of sales)
Best week (highest week of sales)
Best month (highest month of sales)
Viewing the Customer Info List
Below the overview, you'll find a detailed list of all accounts.
Scroll down to the customer info section. This table shows every account matching your filters.
Review the columns:
PID – The unique identifier for each account
Customer – The customer's name
Source – How the account entered the system (import, API, manual)
Job Status – Current status of the account
Product – What was sold
Setter – The rep who set the appointment (if applicable)
Closer – The rep who closed the sale (if applicable)
Last Payment Date – When the most recent payment was made
Total Commissions – Commission amount for this account
Total Overrides – Override amount for this account
Kilowatts/Service Value – Size or value of the account
Understand the color coding:
Regular text indicates active accounts
Red text indicates canceled accounts
Light blue numbers indicate projected amounts (not yet paid)
Hover over payment dates for details. When you hover over the last payment date, you'll see:
Initial service date and payment date
Completed service date and payment date
Which payroll period included each payment
Viewing Individual Account Details
Click on any PID number in the list. This opens the full account details page.
Review the customer details:
Customer name and contact information
Address and location
PID number and source
Review the job details:
Job status
Product type
Gross account value
Kilowatts or contract value
Location code
Check the milestone dates:
Sell date
Initial service date
M1 date and payment date
Completion date
M2 date and payment date
Review any notes on the account. Notes provide additional context or special instructions.
See the worker breakdown. This shows:
Who the closer was and their commission
Who the setter was and their commission (if applicable)
The commission structure and amounts for each
See the account overrides. This lists everyone earning an override on this account:
Recipient name
Override type
Override amount or percentage
Total override earnings
Filtering the Customer List
To narrow down the customer list:
Click the "Filter" button. This opens additional filter options.
Apply specific filters:
Product – Show only certain product types
State – Filter by customer location
Installer/Status – Filter by account status
Other criteria as available
Click "Apply" to update the list.
Reset filters when done. Click reset or remove filters to return to the full list.
Adjusting Row Count
If you have many accounts and want to see more at once:
Look for the row count option. This is typically near the bottom or top of the list.
Select a higher number. Options may include 25, 50, 100, or more rows per page.
The list updates to show more accounts. This reduces the need to paginate through multiple pages.
Exporting Sales Data
Click the "Export" button. This is located near the top of the report.
The data downloads as an Excel file. The export includes all accounts matching your current filters.
Open the file for analysis. Use Excel to sort, filter, create charts, or prepare custom reports.
Viewing Import History
If you've imported sales data from external files, you can review the history.
Look for "View Imported History" option. This is in the customer info section area.
Click to view import history. You'll see:
File names that were imported
Number of accounts in each import
Import dates and times
Who performed the import
Use this to track data sources. Import history helps you understand where your data came from.
Importing Sales Records
To import multiple sales at once from an Excel file:
Click the "Import" button. This opens the import dialog.
Select an import template. Templates define how your Excel columns map to Sequifi fields. Choose a template that matches your file format.
Review or create templates if needed. Click "Customizable Import Templates" to see existing templates or create new ones.
Select your file. Click "Select File" and choose the Excel file you want to import.
Upload the file. The system processes the file and imports the accounts.
Review for errors. If any accounts couldn't be imported, you'll see error messages explaining why.
Adding a Single Sale Manually
To add one account at a time:
Click "Add Sale." This opens a form for entering sale details.
Enter the required information (marked with red asterisks):
PID number
Customer name
Address, city, state, ZIP
Location code
Enter additional details:
Customer phone and email
Product type
Job details (kilowatts, contract value, etc.)
Sale date
Service dates (if known)
Attach workers to the account. Select the closer, setter, or sales rep for this account.
Click "Save Sale." The account is added to the system and commissions begin calculating.
Tips and Common Mistakes
Use filters to find specific accounts quickly. With many accounts in the system, filters are essential for finding what you need.
Check the date type filter. Make sure you're filtering by the right date (sell date vs. service date) or you might not see the accounts you expect.
Click into accounts for full details. The list view shows summaries, but clicking the PID reveals complete information including all milestone dates and commission breakdowns.
Review canceled accounts. Accounts in red have canceled. Understanding why accounts cancel helps improve your sales process.
Export for complex analysis. The in-app views are great for quick lookups, but exports give you flexibility for deeper analysis in Excel.
Verify imports carefully. After importing sales data, spot-check several accounts to make sure the data mapped correctly.
Use consistent PID formats. When adding sales manually, use a consistent format for PID numbers to make searching easier.
Attach the right workers. When adding a sale, make sure you select the correct closer and setter. Commission calculations depend on these assignments.
What to Do Next
Now that you understand the Sales report, explore these related topics:
Company Reports – See the overall company performance view
Payroll Reports – Review payment history and totals
Pending Service & Clawbacks – Understand at-risk accounts
Account Details & Milestones – Learn more about individual accounts
If you have questions about the Sales report or need help finding specific data, reach out to your admin or our support team and we'll be happy to assist!