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Get a balanced view of each salesperson
For sales managers who want Dynamics GP sales, returns and customer collectability per rep, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Rep reviews based on invoiced totals alone
Comparing salespeople in Dynamics GP takes more than an invoiced total. You need returns, open orders, commissions and whether their customers pay, which means pulling documents, territories and balances separately.
Without PopdockAI
- Total invoiced sales per salesperson
- Pull returns and work out return rates
- Look up commissions and territories
- Check each rep's customers for overdue balances
With PopdockAI
- Active salespeople, territories and commissions are read
- Invoiced sales, returns and customers sold to are totalled
- Customer balances, holds and overdue amounts are added
- Strengths and concerns per rep, framed as facts
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare salesperson `{salesperson-id}` (default all active salespeople) on sales, returns and the collectability of their customers for `{from-date}` (default 1 January this year) to `{to-date}` (default today).
Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.
**Step 1: Salespeople and territories**
Call `dynamics-gp-get-rm-salesperson` (filtered by `salesperson-id` when given, otherwise not `inactive`): name, `sales-territory-id`, `commission-percent`, `commisioned-sales-year-to-date`, `total-commissions-year-to-date`. Call `dynamics-gp-get-rm-sales-territory` for the territories found, for territory year-to-date sales and manager.
**Step 2: Sales in the period**
Call `dynamics-gp-get-rm-sales-trx` with `document-date.from`, `document-date.to` and `salesperson-id` when given. Per `salesperson-id`, total invoices and returns separately by `sop-type`, count distinct customers, and note open orders.
**Step 3: Collectability**
Call `dynamics-gp-get-rm-customer` filtered by `salesperson-id` for each salesperson. Sum `customer-balance` and count customers on `hold`. For the five largest balances per salesperson, call `dynamics-gp-get-rm-trx` by `customer-id` and total the overdue `current-transaction-amount`.
**Step 4: Report**
A table per salesperson: territory, invoiced, returns, return rate, net sales, customers sold to, open orders, commission year to date, customer balances, overdue among top customers, customers on hold. Then two lines each on strengths and concerns.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).
* Present return rates and overdue balances as facts to discuss, not as judgments of the person.
**Validation:**
* If the salesperson id does not exist, list active salespeople and stop.Who it's for
One answer, three teams that use it
Sales managers
Prepare for one-to-ones
Sales, returns and collectability per rep give you a fair basis for each conversation.
How did salesperson JLEE perform in Dynamics GP this quarter, including returns and overdue customers?
Sales directors
Compare reps on more than revenue
Return rates and overdue balances sit beside sales, so the team is judged on quality as well as volume.
Compare all Dynamics GP salespeople for the first half of the year.
Commission administrators
Check commissions against results
Commissions are shown with invoiced sales and returns, so payouts can be checked before they are paid.
Show commissions and net sales after returns per salesperson in Dynamics GP for September.
How it works
What PopdockAI does when you ask
You pick a date range, and your AI assistant builds a balanced view of each salesperson from Dynamics GP. It presents facts to discuss and changes nothing.
01
Ask
You pick a date range, and optionally one salesperson.
02
Read
It reads salespeople, territories and commissions.
03
Measure
It totals invoiced sales, returns and customers, then balances and holds.
04
Report
You get one table per salesperson with strengths and concerns.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-rm-salesperson
microsoft-dynamics-gp-get-rm-sales-territory
microsoft-dynamics-gp-get-rm-sales-trx
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
A balanced view of every rep
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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