Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
Think About Your Commission Structure
4 Topics
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
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
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
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What If My Commissions Structure Is More Complex?
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
What If My Commissions Structure Is More Complex?
Lesson Content
0% Complete
0/8 Steps
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
Previous Topic
Back to Course
Next Topic
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
What If My Commissions Structure Is More Complex?
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Lesson Content
0% Complete
0/8 Steps
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
Previous Topic
Back to Course
Next Topic
