Pipedrive for insurance Agents - looking for solutions to calculate a commission

DomKas

Hi,

We have just started testing out Pipedrive to see if it will meet our requirements, but I'm already seeing some limitations and looking for a solution / workaround (that wouldn't require using Zapier).

So let say we want to sell a car insurance, which consists of 3 parts:
1. Damages to your car
2. Damages to other cars, people or things
3. Damages to the people inside your car

Each part has a certain value and each part has a certain percentage based commission.

So what I did was:
- I created a product category: Car Insurance
- Added 3 test products for one insurance company
- added a custom field "Commission" along with a commission in decimals like 0.12 representing a 12% commission for each product

Then I added a deal and within a deal I added those 3 products and enter a value for each: 4,000, 700 and 300.

So here is a tricky part - since I have 3 products, sometimes with each having a different commission, how can I calculate a commission based on products' custom fields?

The easiest option would be to create a monetary custom field with a formula:

Sum of all (product price x product commission).

It cant be a fixed add product one + product two + product three, as sometimes there can be 2,3, or even 4 products.

Is it achievable in Pipedrive? I'm extremely surprised it's not straight forward- it would be the same to calculate a profit per product sold. As within a deal, you may be selling multiple products.

Thanks :)

Nikolai Sokolov

Hi @DomKas ! its not achievable in pipedrive directly, but we do a lot of this thru make. thats really easy, especially now, with webhooks available in workflow automations

Nikolai Sokolov

the general idea: trigger automation when its time to calculate commissions. in make, grab products (you can actually have a custom field with percentages attached to actual products) and do your math, then update a custom field commission with that value

DomKas

How come one of the most important part of sales process is still not included?

Webhooks? you need an expert to work on it… no idea event where to start

Nikolai Sokolov

hi @DomKas i can offer you professional help with that if you're interested - we know what to do here. you'd need make.com account tho

Nikolai Sokolov

@DomKas actually, check out calculation fields available for deals - you might be able to pull this off with those, if the calculation is easy enough:

• add monetary custom field
• under the field type, there's a switch to add formula
• add #Deal Value * your commission

Done.

Nikolai Sokolov

here's a screenshot illustrating an example:

DomKas

That's only useful if you don't have products.

Nikolai Sokolov

@DomKas I mentioned this formula being useful in "simple" cases. If you need complex calculations based on products with conditional logic, make.com is the way