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.