Hi Trailblazers,
We're looking for a solution to build a forecast list containing variable commissions (with uneven split between max. 2 consultants) in our Salesforce instance. It should also contain usual information such as GP (total and monthly), revenue and achievement rate (overall and individual goal of sales managers).
Our Business:
Consulting/staffing business where each closed opportunity = one placement. We use custom objects (Bookings, Projects) alongside standard Opportunities.
What We Need:
- Annual forecast with revenue, GP, commissions, achievement rate, projections
- Variable commission calculations with uneven splits between two consultant types (sales & recruiting) - not 50/50
- Reports showing commission breakdowns, margins, and goal achievement tracking
Current Challenge:
We manually create monthly booking records (which are linked to projects) but need to automate variable commission calculations with uneven splits and build forecasting capabilities. We don’t track commission splits, yet.
Questions:
- Has anyone built automated variable commission structures with uneven splits between multiple consultants with flows/ other ways?
- Best approach for forecasting with dynamic commission calculations?
- Reporting solutions for complex commission tracking and goal achievement?
- Native Salesforce forecasting vs. custom solutions for this scenario?
Any experiences or recommendations would be greatly appreciated!
Thanks and all the best!
Hi Mercedes, seems like maybe you should look into SPIFF, which focuses on commissions management.
If you're looking to collect a bottom-up forecast from your consultants, I'd suggest
Consumption Forecasting which can use custom objects and collect monthly forecast adjustments that roll up in real-time through the layers of management.
