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Home » Map Out All Your Criteria!
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Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)

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  1. Think About Your Commission Structure
    4 Topics
    1. Ask Yourself These Questions About Your Commissions Structure
    2. What Is Your Business Model?
    3. Map Out All Your Criteria!
    4. Sync Your Data to Analytics
  2. Build Your First Commission Report
    3 Topics
    1. Use Case #1—A Simple Cut of the Sales
    2. Formula Columns for Conditional Commission Rates
    3. Aggregate Formulas for Cumulative Conditional Commissions
  3. What If My Commissions Structure Is More Complex?
    8 Topics
    1. Planning Out Our Commissions Use Case
    2. Our First SQL Query, Calculating the Commissionable %
    3. Understanding the Invoice and Customer Payments Data
    4. Calculate Commissions Awarded for Payments
    5. Understanding Credit Note Refunds and How They Play into Our Report
    6. Calculate Your "Negative" Commissions Using Refunds
    7. Consolidate Code and Finish Your SQL Query
    8. Commissions Review
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!) Think About Your Commission Structure Map Out All Your Criteria!
Lesson 1, Topic 3
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Map Out All Your Criteria!

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This is SO IMPORTANT to do beforehand. Think through every rule/exception. It doesn’t have to be a fancy flowchart—it could be on a notepad or a Zoho Writer doc. Just PUT YOUR THOUGHTS ON A PAGE somehow.

You can view our sample commission maps here.