Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!) - The Workflow Academy

Course Content

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Think About Your Commission Structure 4 Topics

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Lesson Content

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Ask Yourself These Questions About Your Commissions Structure

What Is Your Business Model?

Map Out All Your Criteria!

Sync Your Data to Analytics

Build Your First Commission Report 3 Topics

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Lesson Content

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Use Case #1—A Simple Cut of the Sales

Formula Columns for Conditional Commission Rates

Aggregate Formulas for Cumulative Conditional Commissions

What If My Commissions Structure Is More Complex? 8 Topics

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Lesson Content

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Planning Out Our Commissions Use Case

Our First SQL Query, Calculating the Commissionable %

Understanding the Invoice and Customer Payments Data

Calculate Commissions Awarded for Payments

Understanding Credit Note Refunds and How They Play into Our Report

Calculate Your “Negative” Commissions Using Refunds

Consolidate Code and Finish Your SQL Query

Commissions Review