Question
My sales rep's commission is different than the deal value, how should I track their revenue? How can I report on the percentage a sales rep makes per deal?
Answer
Sell's reporting functionality works best when there is one sales rep per deal, and the deal value is used to report on the amount of revenue generated. However, if you have multiple sales reps working on a deal and need to track each sales rep's commissions, see the options below:
Commission custom fields
Create a custom field for admins (value editable only by admin) to enter each sales rep's commission into this custom field. Quickly report on the information in a smart list filtered by each sales rep and the custom field.
Marketplace Apps or Zapier Integration
Explore available Zapier integration options or Marketplace apps that connect third-party applications with Sell. Integrate with applications that extract data, complete calculations, and return/display data in Sell.
Export deal information
Export deal information to track in your financial system. Complete a full account export, export specific smart lists, or use API endpoints to export relevant information need to track sales rep's commission. Deal smart lists can be filtered by sales rep, deal value, close date, and more.
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