Running totals in a commission app
I'm trying to help my Finance Manager automate our commission process which today is purely manual and takes him 5-7 hours per month.
We have 3 tiered commission plan where the commission goes up once the Sales Rep achieves a certain revenue clip level...example:
$0.00 - $100,000 - 0.3% of revenue
$100,000 - $250,000 - 1.7% of revenue
$250,000 - 2.3 % of revenue
What I've done is set-up a table called Quotas that defines the quotas per rep and built a relationship between the details table where the billable records go. What I'm trying to achieve is to have a running total where I flag each record below 100K at 0.3% and in accordance with the 3 revenue tiers above. I'll program this using a Summary table but I'd like to do in a standard table format as well.
I know there are previous tickets on the subject of running totals but I'm hoping to enlist the help of the QB network to speed things up hence the ticket.
Thanks,
Chris
We have 3 tiered commission plan where the commission goes up once the Sales Rep achieves a certain revenue clip level...example:
$0.00 - $100,000 - 0.3% of revenue
$100,000 - $250,000 - 1.7% of revenue
$250,000 - 2.3 % of revenue
What I've done is set-up a table called Quotas that defines the quotas per rep and built a relationship between the details table where the billable records go. What I'm trying to achieve is to have a running total where I flag each record below 100K at 0.3% and in accordance with the 3 revenue tiers above. I'll program this using a Summary table but I'd like to do in a standard table format as well.
I know there are previous tickets on the subject of running totals but I'm hoping to enlist the help of the QB network to speed things up hence the ticket.
Thanks,
Chris
