The Salesperson Profitability report in 1sixty8 Manifold is a line-by-line payout worksheet. It lists every item each salesperson sold over a date range and shows the cost, the price it sold at, the profit, the gross margin percent, and any spiff captured on that line, so you can settle commissions at the end of a pay period from one screen.
Who can see it
Owners and store managers can view it by default, because it is a financial report. An owner can grant the "Financial reports" permission to any other user under Managers > Permissions, so a specific salesperson or office user can run it without being made a manager.
How to run it
- Go to Reports in the sidebar and open Salesperson Profitability under the Salesperson group.
- Pick the date range you want to settle, for example a pay period.
- Optionally filter to a single salesperson, choose which invoice statuses to count, tick Dealer to add wholesale sales or Warranty to add warranty tickets, and set the commission rate to use for the projection.
- The report groups sold lines under each salesperson, with per-salesperson totals and, when more than one person is shown, a grand total at the bottom.
Choosing which invoices count
The status checkboxes (Posted, Paid, Partial, Pending) control which invoices the report includes. By default only Posted invoices count, because those are fully finalized, meaning paid in full with the work complete. Tick Paid, Partial, or Pending to widen the report, for example to preview commission on work that is partially paid or still open. Your selection carries through to the printed and exported copies, and the line under the report title always states which statuses are included.
Which tickets count
Retail invoices, repairs, and refunds always count. Two kinds of ticket are off by default, each with its own checkbox next to the status boxes:
- Dealer: wholesale sales. Tick Dealer to fold them in.
- Warranty: warranty tickets. A warranty is a defect remedy rather than a sale, so it bills nothing while the replacement part still costs money. Counting one would charge the salesperson for a manufacturer defect on something they sold months or years earlier, so it is left out unless you tick Warranty.
Estimates never count, because nothing has been sold yet. Warranty cost is still visible at the shop level in the Profit Margins report.
What the columns mean
Each row is one sold line: the date, invoice number, type, customer, product make, model, and category, then Qty, Cost, Sold At, Profit, %GP (gross margin percent), and Spiff. The summary cards at the top show Total Sold, Total Profit, Overall %GP, Total Spiff, and a projected commission calculated two ways, at your chosen rate on total sold and at that rate on total profit. For a custom (off-catalog) item that has no catalog cost, the report uses the cost you entered on that line, so its profit is accurate instead of showing 100 percent. For a labor line typed directly onto the invoice with the + Labor button, the cost comes from the Labor Cost setting under Settings > Inventory, captured when the line was added. Labor items from your inventory use the cost set on the item itself. Typed-in labor sold before a labor cost was set shows a cost of $0.
About the commission and spiff numbers
The commission figures are a projection at the rate you enter, not a stored or paid amount. Showing it on both bases (sold and profit) lets you compare a commission-on-revenue plan against a commission-on-margin plan side by side. Spiff is the per-item amount frozen onto each line at the moment it was sold, so lines sold before per-line spiff capture was added show a spiff of $0.
One thing to know about timing
This report counts sold lines by the invoice post date, whether or not the money has actually been collected yet. It is a record of what was sold and its margin, not a cash-in-the-drawer report.
Split sales (two salespeople)
When an invoice credits two salespeople, each sold line is divided by the commission split set on the invoice. A 60/40 sale shows 60 percent of each line's Cost, Sold At, Profit, and Spiff on the primary salesperson's worksheet and 40 percent on the second salesperson's, so the two worksheets add back to the whole sale. The invoice still counts as one sale for each person.