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Stephanie Greenstreet Commission Calculator w/ Tiers!
I would like to create a commission dashboard which will show, by user, what their commission may be based on variable and kickers. So, for example, I have a rep who has a quota of $75k with a base rate of 17.5%, and kickers of 21.88% (125% to goal) and 26.25% (150% to goal). How can I show the tiers broken out in a calculation and then translated to a dashboard?
Hi, Stephanie, couple of things, if you could create a mockup of what you want we could probably help you create a report. Also, in the Success Community there is an awesome Dashboards and Reports group: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDK
Stephanie GreenstreetThanks for the response!
Here is a mockup for one type of report/dashboard I'd like to create:
[image: Inline image 1]
So, based on the rep's variable and quota, the report or dashboard will
reference closed won deals to show what they're base commission will be.
The kickers (125% & 150%) would be great to show potential. I assume there
is a formula I can run on an Opportunity object that will populate the
commission based on that particular deal and a Sum report can be run from
that?
I hope this helps and I appreciate any and all help!
Stephanie GreenstreetAnyone have any helpful insights here? Much appreciated! :)