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Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
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Think About Your Commission Structure4 Topics
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Build Your First Commission Report3 Topics
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What If My Commissions Structure Is More Complex?8 Topics
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Planning Out Our Commissions Use Case
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Our First SQL Query, Calculating the Commissionable %
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Understanding the Invoice and Customer Payments Data
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Calculate Commissions Awarded for Payments
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Understanding Credit Note Refunds and How They Play into Our Report
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Calculate Your "Negative" Commissions Using Refunds
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Consolidate Code and Finish Your SQL Query
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Commissions Review
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Planning Out Our Commissions Use Case
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.