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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.
1 resposta
  1. 13 de jan. de 2017, 17:39
    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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