Create a Calculated Custom Field (i.e Commission custom field)

Options
Morgan Tanner
Morgan Tanner Member Posts: 1
edited April 24 in Workflow Automation #1

It would be very beneficial to have a calculated custom field. For example, it would be nice to automate the calculation of commissions. Here are the custom field calculations that I have in mind:

[Commission Type] * [Deal Amount]

  • (Depending on the Commission Type selected, it calculates different percentages)
Tagged:

Comments

  • Harj Gadhvi
    Harj Gadhvi Member Posts: 20
    Name Dropper First Anniversary First Comment Photogenic
    edited April 2022 #2
    Options

    Hi Morgan, I have used Zapier to perform calculations and update the custom field value in Pipedrive.  Might be worth giving that a try.

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    edited April 2022 #3
    Options

    Hi @Morgan Tanner - I know this is a late reply here, but I wanted to chime in and second Harj's message. I use Zapier for custom calculations and then update a field in Pipedrive (or you can also store the information elsewhere like in a Commission Google Sheet). If the Commission Type is a field or even based on products, you can do a lookup in a Google Sheet to get the commission %, perform the calculation, and then update the deal. Hope that helps!

This discussion has been closed.

Categories