How to create monthly CRM Sales Commission Report (organized by User + Product + Account)
I'm sure there is a way to do this and hope someone can help me.
We have a number of sales associates (users). We'd like to create a 'commission paid' report for each associate (user) on a monthly basis that includes product(s) sold, cost per product, commission rate per product (varies product to product) and commission paid to sales associate for this pay period (monthly basis).
Each month, each associate would receive a summary of their commission paid and an outline to understand which accounts/invoices/products it came from.
For all 'paid' invoices this month:
Sales associate 1
Product #1
account A cost($) commission rate(%) commission paid ($)
account B cost commission rate commission paid
Product #2
account C cost commission rate commission paid
account A cost commission rate commission paid
Product #3
account B cost commission rate commission paid
account D cost commission rate commission paid
alternate option (summarize by invoices paid this past month)
Sales associate 1
Account A
product 1 cost($) commission rate(%) commission paid ($)
product 2 cost($) commission rate(%) commission paid ($)
product 3 cost($) commission rate(%) commission paid ($)
Account B
product 1 cost($) commission rate(%) commission paid ($)
Account C
product 2 cost($) commission rate(%) commission paid ($)
Account D
product 1 cost($) commission rate(%) commission paid ($)
product 3 cost($) commission rate(%) commission paid ($)