Question

Can Commission Calculation Be Added to Dashboard as Forecast?

  • 25 September 2021
  • 1 reply
  • 15 views

I run a real estate brokerage firm, i will be relying heavy on accurate reports and using the CRM as a tool that will allow me and my individual team members to scale their business by knowing the anticipated commission from deals.

Can Commission Calcution be added to the Dashboard as a forecast?


1 reply

Userlevel 7
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Hi @DMenard, sounds like you’re building a Report - is that correct?

If that’s the case then yes, you can add Commission as a line to a Report. However, the commission itself will be calculated using a Workflow Automation.

Here’s a link to a Workflow Automation Recipe that calculates commission for you.

Once you have set up that Workflow Automation, you can add the commission field to your report dashboard.

Then,, add the commission field to your reporting system by opening a report dashboard and clicking the gear icon in the top right.

Then select the record type at the top and add your commission field under Metrics.

You’ll have to wait for the next data refresh before the field is available in your Insight editor. Once it is, open the relevant Insight and you’ll see your commission field as an option to use.

 

I hope that helps! Let you know if you have any follow-up questions on that.

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