Sales Commissions Dashboard in Zoho Analytics

It is pretty straightforward. Most table names in Zoho are generalized and if not the same, should be similar. The key components are the total sales amount and that it be filterable by Salesperson (record owner in CRM). Bonus information would be the date of the sale and if individual items can be marked commissionable or not.

This code creates a list (base table of Invoice Items) of all items invoiced that are commissionable and draws in information from the Users (the salespeople of the business), Invoices, and Items tables. (Here we use the Invoices table because we want to filter by if is has been paid for already, but almost any module with a total dollar amount could theoretically work) A simple mathematical calculation gives the amount of commissions attributed to the salesperson for each item.

This report itself is not ideal but is a means to an end; it is not in summary format. So, you can run another query on top of it to aggregate totals and sort by salesperson, or you can simply just use the charts or tables within Zoho Analytics to create nice-looking reports! This can also be modified in many ways. Total sales by salesperson, filter by certain big-ticket items, calculate a manager’s commissions (if his/hers depend on the sales of an entire team), etc. The possibilities are endless.