Is there a way that PD calculates a commission

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Christoph Suwelack
Christoph Suwelack Member Posts: 27
First Comment
edited June 2023 in Sales CRM #1

Is there a way that PD calculates a commission, let's say of 5% on every won sale??

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Answers

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited March 2021 #2
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    Pipedrive does not have the ability to do calculated fields.

    You can set this up using Zapier

    Once deal is stage = won >> update field [formula: amount x 0.05]

  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2021 #3
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    Hi @Christoph Suwelack !

    Currently there's no way to have Pipedrive do calculations for you, but you can create custom fields in your deals where you manually put in the profitability of the deal, the profit margin, the commission percentage for the sales person, etc. You can even combine this with @Boris Tsibelman 's suggestion above and have Zapier populate the result of your calculation into that custom field.
     

    I can also tell you that calculation fields are something that's been in our mind, especially related to Products and Deals in general (things like profit margin), so let's see what the future brings. I've forwarded your suggestion internally for consideration. 🚀

     

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,143 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
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    Hi @Christoph Suwelack , there is a new formula fields feature that helps you with this! Have a look here

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