Sales Partner Transaction Summary
Overview
Below is a business-focused explanation of the Sales Partner Transaction Summary report, written for practical day-to-day use in Dafater.
Sales Partner Transaction Summary – Business Overview
What Business Information This Report Provides
The Sales Partner Transaction Summary report gives a consolidated view of all sales transactions associated with each Sales Partner. It shows how much business each partner has generated, the value of sales orders linked to them, and their overall contribution to company revenue.
This report helps businesses clearly understand partner performance, revenue contribution, and sales dependency on external or internal partners.
When and Why to Use This Report
Use this report when you need to: - Review sales performance by partner - Calculate or validate partner commissions - Evaluate which partners are driving the most revenue - Support partner negotiations or renewals - Identify high-performing vs low-performing partners - Support strategic decisions around partner expansion or consolidation
It is especially useful during:
- Monthly or quarterly sales reviews
- Commission settlement cycles
- Partner performance evaluations
- Revenue analysis meetings
Key Columns and Their Business Meaning
While exact columns may vary, the report typically includes:
Sales Partner
The name of the partner responsible for generating the sales.Sales Order Count
Number of sales orders associated with the partner. Indicates sales activity level.Total Sales Amount
Total value of all sales orders linked to the partner. This shows revenue contribution.Commission Amount (if applicable)
The commission earned by the partner based on agreed terms.Company
Identifies which business entity the sales belong to (useful in multi-company setups).Currency
Currency in which sales were recorded, supporting financial clarity.
Available Filters and Their Business Purpose
The report usually provides filters such as:
Sales Partner
Focus on a specific partner for performance review or commission checks.Date Range
Analyze partner performance for a specific period (monthly, quarterly, yearly).Company
View partner sales for a particular business entity.Sales Order Status
Filter by confirmed or completed orders to ensure accurate revenue analysis.
These filters allow decision-makers to narrow down data and review relevant, actionable information.
How to Interpret the Results for Business Decisions
High sales value with low order count
Indicates fewer but larger deals—often strategic or enterprise-level partnerships.High order count with low sales value
Suggests volume-driven partners, useful for market reach but with lower margins.Consistent growth over periods
Indicates reliable partners worth further investment or incentives.Low or declining performance
Signals the need for partner engagement, training, or reassessment of the partnership.Commission vs revenue comparison
Helps ensure partner profitability aligns with business goals.
Common Use Cases and Scenarios
Commission Settlement
Validate sales figures before releasing partner commissions.Partner Performance Review
Support structured discussions with partners using clear data.Sales Strategy Planning
Decide which partners to prioritize for campaigns or product launches.Revenue Dependency Analysis
Understand if the business is overly reliant on a small number of partners.Management Reporting
Present summarized partner performance to leadership in review meetings.
Summary
The Sales Partner Transaction Summary report in Dafater is a powerful tool for understanding how partners contribute to sales performance. It supports informed decision-making around commissions, partnerships, and sales strategy, ensuring transparency and alignment between business goals and partner outcomes.
Report Information
- Module: Selling
- Related DocType: Sales Order
- Report Type: Script Report
- Standard: Yes