Commission

Rebecca Wallace

Trying to find an easier way to figure commission than what I am doing now.  We do not have our accounting system integrated.  Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of .  Please help!

Torbjörn Johansson

If you integrate with Zapier you can do calculations there and then send back the commission value to a custom field in Pipedrive and make reports if you have a Professional licens.

Boris Tsibelman

Check out @Paul Minors awesome video on how to track costs or commissions in PD

 

https://www.youtube.com/watch?v=DZV4mep5kAg

Paul Minors

Boris Tsibelman said:

Check out @Paul Minors awesome video on how to track costs or commissions in PD

 

https://www.youtube.com/watch?v=DZV4mep5kAg

Thanks for the plug Boris!

Rebecca Wallace

Boris Tsibelman said:

Check out @Paul Minors awesome video on how to track costs or commissions in PD

 

https://www.youtube.com/watch?v=DZV4mep5kAg

Is there a way to make the custom field on visible to me?  I do not want everyone in the company knowing what all the sales team is getting 

Boris Tsibelman

Boris Tsibelman said:

Check out @Paul Minors awesome video on how to track costs or commissions in PD

 

https://www.youtube.com/watch?v=DZV4mep5kAg

Unfortunately there is not [at the moment] 

Robert Williams

@Rebecca Wallace are you still looking for a solution to calculate commissions?

Manuel Oliveira

Hi @Rebecca Wallace ; check out the formula fields feature that Pipedrive released earlier this year.