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

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.

Comments

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited February 25 #2

    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
    edited March 2021 #3

    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.