Sales Rep Reporting Month Part 2: Sales Rep Commission

Problem

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Solution

After setting up the Sales Rep Reporting Month use case, Commission can be rolled up from Opportunity to Sales Rep Reporting Month.

• From Setup > Object Manager
  • Create a Formula Field on Opportunity to calculate the Sales Rep's commission due for that Opportunity. How this is calculated will vary between businesses. 
    • Be sure to set up security on the Field so that Sales Reps can't see each other's commissions
  • Create a custom Currency Field on Sales Rep Reporting Month, called Commissions
    • Again, be sure to set up security on the Field so that Sales Reps can't see each other's commissions
• Create a rollup from Opportunity to the Sales Rep Reporting Month Object
  • In Rollup Helper, create a new rollup setting
  • Set Target Object to Sales Rep Reporting Month
  • Choose Commission as the Target Field
  • Choose Opportunity as the Child/Source Object
  • The Type of rollup will be Sum, on the Source Field as Commission
  • Create new filter to only rollup commissions on Closed Won Opportunities
    • Filter Criteria Field is Won equals True
    • Save filter
  • Save and run the rollup

Watch our video to see the step-by-step instructions.