---
title: "Sales Rep Reporting Month Part 2: Sales Rep Commission | Rollup Helper Use Case Library"
description: For a Sales Manager, visibility into Monthly Commissions by Sales Rep is critical.
---

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# Sales Rep Reporting Month Part 2: Sales Rep Commission

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## 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](https://www.passagetechnology.com/lookup-helper-use-cases/2016/12/13/sales-rep-reporting), 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. 

Tags: [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/sales-productivity), [User](https://www.passagetechnology.com/rollup-helper-use-cases/topic/user), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/topic/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/topic/admin-apps), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/topic/rollup-helper)

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| --- | --- | --- |

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