Tracking Commissions Received for Insurance Policies
Have been trying for several years to figure out a way to track commissions received on insurance polices in CRM. I thought I had it solved by importing Excel spreadsheet into subform. However, now in year 2 and encountered problems such that this method will no longer work: 1) renewals or new deal coming in on same record; renewals coming in monthly instead of lump sum and therefore will exceed subform capacity quickly.
We have to have a way to verify we are receiving commissions we earned by record and cannot figure this out. All commission reports come in via Excel spreadsheet.