How to Forecast Commission from revenue earned on the close of a deal?

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Mohamed Suleiman Rashid_34415
Mohamed Suleiman Rashid_34415 Member Posts: 2
edited July 2022 in Sales CRM #1

HI.

So lets your an independent sales agent  and the Value of a deal your about to close is USD 1000 and the commission your about to earn from this is USD 200. How can you put this information in pipedrive?

Thank you.

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  • Bernd Auer
    Bernd Auer Member Posts: 345
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited February 2022 #2
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    We found a very suitable way for a customer. So suitable that we are using it ourselves now :-) 

    We created a "commission" pipeline where we duplicate the deals. Stages like expected, signed, invoiced, paid by the customer. But the deal value is the commission. And then you add a expected close day for date you are expecting the pay out. If you don't want to add the deal = commission manually you can use integromat  for example. This will calculate even the commission if it is a certain percentage. Makes this pain in the a... "commission controlling" much easier.

  • Mohamed Suleiman Rashid_34415
    Mohamed Suleiman Rashid_34415 Member Posts: 2
    edited March 2021 #3
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    Bernd Auer said:

    We found a very suitable way for a customer. So suitable that we are using it ourselves now :-) 

    We created a "commission" pipeline where we duplicate the deals. Stages like expected, signed, invoiced, paid by the customer. But the deal value is the commission. And then you add a expected close day for date you are expecting the pay out. If you don't want to add the deal = commission manually you can use integromat  for example. This will calculate even the commission if it is a certain percentage. Makes this pain in the a... "commission controlling" much easier.

    Thank you. let me try both ways and will get back to you.

     

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