|
|
How to Calculate Commissions Based off of Events/Sessions/Appointments*
Events/Sessions/Appointments Commission Reports OverviewThe commission table allows you to see a breakdown of the commission per employee based upon the events/sessions/appointments they were assigned to. Commission Tracking SetupClick here for a tutorial on how to setup commission tracking How to View the General Event Commission TableThis commission table provides a summary of the commissions for all of the employees in the time frame. - Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Commission Table button under the Event Commission Reports header
How to View the Detailed Event Commission Table The detailed commission table provides a detailed list of commissions for a specific employee.
- Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Detailed Commission Table button under the Event Commission Reports header
How to Export Data To CSVTo export the data in the tables to a csv file do the following:- Select the desired timeframe
- Click the Export Options menu option
- Click the Export to CSV menu item
General Event Commission Table Column Explanation- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee based off of the Invoice Sub-total. Please note that this is the total with taxes excluded.
- Column Name: Pre Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
Detailed Invoice Commission Table Column Explanation- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees.
- Column Name: Session Number
- Explanation: This is the session number
- Column Name: Invoice Number
- Explanation: This is the invoice number
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Total Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Per Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
|
|
|