Monthly sales report per salesperson, with profit, margin, and Excel export

Description:

Sales managers need a report of how much each salesperson did in a chosen month, including profit and margin, and they need to download it to Excel.

Today the Dashboard shows totals only: your own work, your team added together, or the whole company. The tiles show opportunity counts and quote order value. They do not show profit or margin, and they do not list each person.

Quotes can be filtered by Owner or Manager, and an admin can export quote lines to CSV (Created By, Cost, Markup, Price, Quantity). Profit and margin are not columns, and the file is not a per-person report.

Please add a report where you pick a month and see each salesperson’s quotes, order value, profit, and margin, with an Excel export of that report.