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Melissa Cook 님이 #Reports & Dashboards에 질문했습니다
Is anyone using Salesforce to track simple commissions?  The addon apps that I have found are way too in depth for what we need.  For example we had 5 commissions in 2016 and don't expect it to grow that much in 2017 as we normally don't use Brokers/Reps.

 

Basically I just need a way to easily see what commissions have been paid and what ones are still open.  We can do the calculations manually as they are just a straight percentage of the COGS.  Right now we're just using an excel spreadsheet, which works fine, but the boss wants to have it within Salesforce.
답변 1개
  1. 2017년 1월 13일 오후 5:39
    Why not create a couple of fields on the opportunity record visibile only to your required profiles such as Value (formula based on % of amount) and Paid?
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