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Hi there,
we have a somewhat "complicated" sales commission setup and I am looking for some help to set things up in powerBI.
the complete report should be able to spew out the current sales compared to targets AND the current payout that is reached.
but here comes the issue(s)
1. commision payouts refer to different dates as to order date or invoice date. this is fairly easy to solve
2. commision payouts vary depending on level of target-reached so to speak.
meaning:
when I reach 20%, I get Var(payout) * x
when I reach 50% I get var(payout) * y
etc etc
up until a certain threshold. I have a refrence to each seller on every transaction line, but to me it seems I need to keep an additional tab on each "sale" (or invoice) and also note the target-status when each posting is made. a aclculated column maybe that continously checks and calculates the current status of target achieved ? how do I make sure that it counts up for each seller individually ?
is this the way to go ?
to me this seems incredibly cumbersome..
could anyone give ma hint / tip and any advice on how I would achieve this ?
thanks in advance.
thank you, but the dataset I need to use is fairly complex and consists of several tables so providing sample data is quiet the hassle.
if you could point me towards that calclulated column that does the following I am fairly confident I can do what I need:
table data would be as follows:
column a name of seller.
column b posting date
column c sell value
column d: calculated column and 3 another one as follows:
calculated table (total sell value) that
adds up each line in order of posting date, filtered by seller. it should also check the total value against a target
if total value < target then 0, else 1
mike target 1000
john target 1250
seller | posting date | value | total value | target check |
mike | 01.01.2022 | 200 | 200 | 0 |
john | 02.01.2022 | 350 | 350 | 0 |
mike | 03.02.2022 | 150 | 350 | 0 |
john | 04.05.2022 | 1000 | 1350 | 1 |
mike | 06.06.2022 | 850 | 1200 | 1 |
with this setup, everythign else I need would be a piece of cake (imho)
thanks in advance
Hi @bco_lde ,
I think it is possible to do that, can you provide some example data with expect result and i will show you.
Best Regards
Community Support Team _ chenwu zhu
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