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
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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.0 -
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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