Sales Commissions Dashboard in Zoho Analytics

Problem

One of our clients had a tricky problem: Calculating sales commissions in Zoho CRM based on a complicated structure. Their commission rates depended on several factors:

• The product sold

• The time period (weekly or monthly)

• Individual sales performance

• A weekly bonus for the top performer

Solution:

To solve this, we turned to Zoho Analytics. Here’s how we did it:

1. Data Integration: We started by importing data from Zoho CRM into Zoho Analytics.

2. Building the Commission Structure: Using Zoho Analytics' powerful querying tools, we carefully built the commission structure from scratch.

3. Creating the Commission Dashboard: We combined all the elements—product rates, time-based calculations, performance bonuses, and the staircase commission model—into one easy-to-use dashboard.

By utilizing Zoho Analytics, we were able to:

• Create a comprehensive sales commissions dashboard: Visualize complex commission structures and track performance metrics in real-time.

• Automate commission calculations: Eliminate manual errors and reduce the time spent on calculations.

• Provide actionable insights: Deliver clear and concise reports to support data-driven decision-making.

• Transparency: The dashboard provided a clear and transparent view of commission calculations, enabling sales agents to understand their earnings and performance.

Through our expertise in Zoho Analytics, our client now enjoys a clear view of their commission structure and can easily manage and monitor sales incentives with ease.