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Microsoft Dynamics GP

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Review Dynamics GP salesperson performance
Report

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.

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Review Dynamics GP salesperson performance
How did each Dynamics GP salesperson perform in Q3?
I reviewed 6 salespeople for Q3. - Top seller: Sam Patel, 612,000 invoiced to 48 customers - High returns: Jordan Lee at 6.4 percent of sales - Collectability: 2 of Jordan's largest customers have 31,000 overdue - Commissions: 41,800 across the team Want the table for each salesperson?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads salespeople, territories and commissions.

microsoft-dynamics-gp-get-rm-salesperson
microsoft-dynamics-gp-get-rm-sales-territory

03

Measure

It totals invoiced sales, returns and customers, then balances and holds.

microsoft-dynamics-gp-get-rm-sales-trx
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx

04

Report

You get one table per salesperson with strengths and concerns.

Your AI tool

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.

get-data

microsoft-dynamics-gp-get-rm-salesperson

Returns salesperson records from Dynamics GP Receivables Management, including territory, contact details, commission rates and year to date sales. Filter by employee ID, first name, salesperson ID, inactive, last name and sales territory ID, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-territory

Returns sales territory records from Dynamics GP Receivables Management, with the territory manager and year-to-date sales and commission totals. Filter by description, sales territory ID, manager salesperson ID, country, total commissions year to date and inactive, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-trx

Returns receivables transactions such as invoices, payments and credit memos from Dynamics GP Receivables Management, including customer, dates, amounts and outstanding balances. Filter by customer ID, document type, customer name, document date, document amount, document number, batch number and void status, and pick the company and the maximum number of records.
Read only.Nothing in Microsoft Dynamics GP Changes

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.

How Popdock AI secures your data

The outcome

A balanced view of every rep

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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