TAPS - Option A


REPORT DESCRIPTION
   
TA-5 TOP 20% OF AGENCY ACCOUNTS WITHIN EACH SALES TERRITORY
 
  • Lists the top 20% of each territory's accounts in descending order based on current YTD sales
  • Calculates market share percentage of each agent's international and/or domestic revenues for the current year to date, and for the previous total year
  • Layout is basically the same as TA-1 with the city and state on the same line
TA-6 TOP 20% OF AGENCY ACCOUNTS WITHIN EACH SALES REGION
 
  • Same as TA-5 except that accounts are ranked by region
  • Also provides the territory and/or salesperson for each account
TA-7 TOP 200 AGENCY ACCOUNTS
 
  • Lists the top 200 agents in the U.S. in descending order based on current YTD sales
  • Compares each agent's current YTD sales with the same period the prior year
  • Calculates market share percentage of each agent's international and/or domestic revenues for the current year to date, and for the previous total year
  • Also shows total prior year sales and territory or salesperson for each agent listed

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