Commission

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!

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  • Torbjörn Johansson
    Torbjörn Johansson Posts: 112
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited June 2021 #2

    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
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #3

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

     


  • Paul Minors
    Paul Minors Posts: 66
    10 Comments Solution Provider
    edited June 2021 #4

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

     


    Thanks for the plug Boris!

  • Rebecca Wallace
    Rebecca Wallace Posts: 20
    Photogenic First Anniversary
    edited June 2021 #5

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

     


    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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2021 #6

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

     


    Unfortunately there is not [at the moment]