Zoho CRM integrated Commissions Calculator Module

Zoho CRM integrated Commissions Calculator Module


Dear Zoho CRM Team,

I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for external tools.

Key Functionality:

Commission Sharing:

Split Commission: Enable division of commissions among multiple salespeople involved in a sale, with customizable split ratios.

Team Commissions: Facilitate commission sharing among team members collaborating on deals or projects.
Tiered Commissions:

Tiered Structures: Support commission structures with varying rates based on sales targets or performance thresholds.

Tier Progression: Visual representation of advancement through commission tiers to motivate salespersons.
Performance Bonuses:

Bonus Incentives: Integrate bonus structures alongside base commissions to reward exceptional performance or goal achievements.

Variable Bonuses: Offer flexibility for one-time or recurring bonuses based on performance.
Override Commissions:

Managerial Overrides: Allow managers to receive override commissions on sales made by their direct reports, fostering leadership involvement and support.

Cancellation Tracking and Commission Reversion:

Track Order Status: Monitor sales order statuses, particularly cancellations or returns.
Commission Reversion: Automatically reverse commissions upon order cancellation within a defined timeframe, promoting accuracy and transparency.
Visibility and Transparency:

Commission Statements: Generate detailed commission statements for sales representatives, providing transparency into calculations, allocations, and adjustments.
Benefits:

Streamlines commission calculations and management within Zoho CRM.
Improves accuracy, efficiency, and transparency for sales representatives.
Promotes team collaboration and motivation.
Provides greater control and flexibility in commission structures.

As businesses increasingly rely on Zoho CRM as their primary sales management tool, integrating commission calculation capabilities directly into the platform becomes paramount. Seamless integration ensures users can access all sales-related information and processes within a single platform, saving valuable time and enhancing efficiency. By developing an in-house Commissions Calculator Module, Zoho guarantees robust security measures, seamless compatibility with CRM updates, and centralized control over commission-related processes.

This comprehensive solution demonstrates Zoho's commitment to providing powerful, efficient, and user-friendly tools for sales management.

Thank you for considering this proposal. We believe the addition of this Commissions Calculator Module would significantly enhance Zoho CRM's functionality and benefit many businesses.

Ram


Info

Moderation Update:

We have another post capturing the votes and feedback for the Commissions management feature in Zoho CRM. Please join the discussion in the thread below to stay updated.

Commission Management in Zoho CRM



    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Linkedin - Recruiter System Connect

                                                                                                    Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?
                                                                                                  • [Webinar] A recap of Zoho Writer in 2024

                                                                                                    Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There
                                                                                                  • Learn how to automate IT asset and incident management with Zoho Writer

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2024: Learn how to use Zoho Writer's fillable forms for IT asset and incident management. This webinar will focus on how Zoho Writer can help you automate your organization's
                                                                                                  • [Webinar] Learn how Zoho Writer can streamline your finance and admin operations

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for October 2024: Streamlining finance and admin operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you generate payslips and automate claim processes.
                                                                                                  • [Zoho Writer Webinar] Learn how Zoho Writer can enhance the productivity of sales teams

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for August 2024: Streamlining sales operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you create sales documents and automate sales routines. There
                                                                                                  • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
                                                                                                  • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
                                                                                                  • [Zoho Writer Webinar] Use formulas and conditions in Zoho Writer's document automation

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for May 2024: Learn how to use formulas and conditions in Zoho Writer. This webinar will focus on how to use formulas and conditions when automating document generation in Zoho Writer.
                                                                                                  • [Zoho Writer Webinar] Personalize Zoho Writer to suit your needs

                                                                                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for April 2024: Learn how to personalize Zoho Writer to suit your needs. This webinar will focus on how to easily customize Writer's features at the user and organization level for
                                                                                                  • How to refresh/update module fields in

                                                                                                    Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR
                                                                                                  • Data update/pull from a specific field or module

                                                                                                    Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch
                                                                                                  • Lookup field in User module cannot look up to custom modules!

                                                                                                    Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
                                                                                                  • Trigger Zoho Cliq Channel Workflows for API Messages

                                                                                                    Dear Zoho Cliq Team, I hope this message finds you well. We have noticed that reminders or messages posted to Zoho Cliq channels via the API do not trigger channel-based workflows. This limitation means that any bot configured with a participation handler
                                                                                                  • Webhook Trigger for New Messages in Cliq Channels

                                                                                                    Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can
                                                                                                  • Ability to Edit the "Current Job Title" dropdown field

                                                                                                    Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually
                                                                                                  • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

                                                                                                    I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app
                                                                                                  • Problem viewing document imported from google drive.

                                                                                                    Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
                                                                                                  • Problem configuring/customizing sales pipeline steps

                                                                                                    Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
                                                                                                  • workflow for bounced email gets triggered, but email is status = opened

                                                                                                    Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce
                                                                                                  • Power of Automation :: Automatically start / pause / stop timer on task status update.

                                                                                                    Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                  • Website Access Blocked (from one pc only) when attempting unattended access to any device

                                                                                                    Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.
                                                                                                  • Zoho Analytics to Zoho Sheets - automatic update?

                                                                                                    Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
                                                                                                  • Update Zoho Flow on Sprint Work Item Status Change

                                                                                                    Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding
                                                                                                  • Fixed Assets Register

                                                                                                    Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.
                                                                                                  • Link to Desk tickets

                                                                                                    Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks
                                                                                                  • Announcing new features in Trident for macOS (v.1.11.0)

                                                                                                    Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format
                                                                                                  • Simplify your day-to-day sales operations with new List View actions

                                                                                                    Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presenting
                                                                                                  • Zoho Sign Product updates - H2 2024

                                                                                                    Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho
                                                                                                  • Constant Sync Errors 🙄

                                                                                                    I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!
                                                                                                  • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

                                                                                                    Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
                                                                                                  • 【Zoho CRM】Webフォームに関するアップデート

                                                                                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からフィルター機能に関するアップデートについて紹介します。 今回、「Webフォーム」機能に以下2点のアップデートがありました。 ダブルオプトイン(2段階の同意確認)後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。
                                                                                                  • Converting Time and Time Zones

                                                                                                    Hi Everyone I am trying to convert a time Zone to the local time of the user. I am fetching some data from an API, and it is coming back in this format: 2024-12-09T16:49:23Z This is in UTC/GMTZulu time. I am looking to convert it to the user time. In
                                                                                                  • Tip of the week 34 - 5 ways to maintain your email list

                                                                                                    A proper email list often reflects the reach of an institution. This reach is coveted by all but achieved by some. We often forget about drawbacks and incline towards numbers. Success is often reflected by quality and not quantity. This simple message reverberates in maintaining a hygienic email list. Here are five tips which will help you maintain a proper email list.    Organic email lists   Non-stop competition can make us susceptible to shortcuts like buying and renting lists from third party
                                                                                                  • Whatsapp Limitation Questions

                                                                                                    Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                  • Can not send campaign

                                                                                                    Hi, I'm trying to send a newsletter to my subscribers, but seems is not working - or maybe I did some wrong steps re. upgrades. I'm the admin for this account, no other person is using Zoho for my campaigns and I did not access the platform during last
                                                                                                  • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

                                                                                                    Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile
                                                                                                  • Multilingual Newsletter

                                                                                                    Hi, Can Zoho campaign give the possibility to create and send a campaign in English and French, giving the possibility to the person receiving it to switch from default language chosen for a campaign? thnaks
                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
                                                                                                  • Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

                                                                                                    It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation
                                                                                                  • Questions about To Do

                                                                                                    1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no
                                                                                                  • Next Page