Commission tracking

Mtmoroni

Good morning Smart Sheet community.  I have been tasked to create a commission tracking smart sheet for our sales team.  If you have a pre-fab sheet(s), and willing to share, I would be forever grateful.  Otherwise, here was my thoughts on said sheet.

First sheet would be for the actual sales. This would have a form available for the rep to fill out. Data would flow to the sheet, and there would be check mark boxes for each month of the year for bill review.  Accounting/HR would bill review, and place a check mark box in the month that the rep should be paid. (12 months, each month with a check mark box). 

On a separate sheet, we would start to tally up items.  If 01/18 is check marked, then look at the cell that shows the commissionable payout (let’s just say its 10% of what the MRC are). + If 02/18 is check marked, then add another amount. So on and so forth.  This data would show what the total payout for 1 sale is for the year (as it is a residual).

I would also need on same sheet/ or a separate sheet, to add each sale. IE, Sale line 1, if check mark on 01/18, add the commissionable of line 1. If sale 2 has check mark on 01/18, then add commissionable of sale 2. If sale 3 is check marked on 03/18, then add commissionable of sale line 3. If Sale 4 does NOT have check mark on 01/18, then do NOT add commissionable from sale 4.

And last, create dashboards for the agent to show what each month payout of commissions should be, and even tally up totals paid for the year so they know, as well as management.

Or again, if you have a better way of tracking sales and commissions, I would be ecstatic to see what you have.  Thanks community!!!

Andrée Starå

Hi,

I'll look thru my archive and get back to you. Let me know if you'd like help setting it up and build a solution.

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

Hi again,

Unfortunately, I didn't have anything that would be helpful for your process. What you want to do is relatively advanced. Have you looked at the "Simple Sales Pipeline" template? That could be a good starting point.

Best,

Andrée

Andrée Starå

Hi,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

phollingsworth79111

I am working on something like this as well and looking for help. My sheet is just for commissions. I have the formula down but wandered if it were possible to auto fill a cell with a number by setting a new condition or using "IF "Then"

If Column 2 cell 2 is 5 then Column 5 cell 2 is 7%. The Column 5 % depends on the number listed in Cell 2 which is the # of years.

Column 2 (Term Length) (1-5 years equals one percent and 6 plus equals another percent)

Once a number if filled in Cell 2 I need Column 5 cell 2 to auto fill to 7%

 

Is this possible?

 

Thanks,

Patricia

Andrée Starå

Hi Patricia,

Yes, it's possible, If I understand your question correctly.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting