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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 3, Topic 8
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Commissions Review
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Look at where we are! We can now account for any number of different commission structures, rules, criteria, etc. Everyone’s method will be different, but as long as you are collecting the data accurately, we can analyze it and work with it in many different ways, leading to automated reporting.
Consider doing some spot checks in the reporting both to make sure that your calculations are running correctly and to cement your understanding of the data and reporting.