Sign in Sign up
  • Pricing
  • Zoho Training
    • Learning Paths
    • Get a Career in Zoho
    • Zoho Admin Crash Course
    • Zoho Expert Bootcamp
  • Zoho Consultation
    • Hire a Zoho Expert
    • Hire a Zoho Admin
  • Zoho Resources
    • Zoho One Guide
    • Zoho Codebase
  • Learning Dashboard
    • Programs
  • Log In
Home » Understanding the Invoice and Customer Payments Data
Back to Course

Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)

0% Complete
0/0 Steps
  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!) What If My Commissions Structure Is More Complex? Understanding the Invoice and Customer Payments Data
Lesson 3, Topic 3
In Progress
← Previous

Understanding the Invoice and Customer Payments Data

Lesson Progress
0% Complete

Make sure you understand which tables you need for the coming SQL code! Identify which columns of data you’ll use for your JOINs.