You can now manage Sales Commissions with Upvise Sales application. You can this way track the commissions for each sales person and generate monthly reports.
To set a Sales Commission percentage:
- you need to be a Manager or Administrator.
- On the Web Interface, in the Sales Module, edit the opportunity and enter a commission percentage
- When the opportunity is won, change its status to Closed.
To view Sales Commission reports:
- On the Web Interface, in the Sales modules, click on the Sales Commission left pane item
- if you are a standard user, you can see your sales commission aggregate amount for the last 6 months, (based on the closed opportunities assigned to you)
- if you are an Administrator or Manager, you can also in the same screen view the total commission and the commission by user
- You can also click on a monthly commission amount to see the linked opportunities related to the amount