Designating Sales Reps to Accounts Process Questions

johan.marketoft
Frequent Contributor

Re: Designating Sales Reps to Accounts Process Questions

Hi, 

 

I am slightly off on the commission forecast (see attached image). I have the below calculation logic for that line item:

Sum the Quartervalue of the Sales Target for the Accounts for the specific Sales Rep * Quarter Apportionment * Yearly Net Commission %

 

For example Jannell Wetzel has to my understanding 3 Accounts she is responsible for with respective target sales for Q1 FY20: 

Meecandy - 62,747

Cogicandey - 49,102

Voochocolate - 42,121

 

I sum these together in a Quarterly dimensioned module arriving at 153,970 for Q1 for her. I then select this line item for my first part of the logic for the Commission Forecast by using the QUARTERVALUE. Then the Quarter Apportionment for January for example is 35%, second part of the formula, and lastly I take the Net Commission % from the SYSTEM module not based on time for the sales reps, in her case 8.10% (I took the Commission % times the Attainment % to arrive to this value). This then gives the value in the image, ex. Jan 20 is 4,365. But should be 4,249.

 

Can someone please point me in the right direction here as I cannot see what I'm doing wrong?

 

Best regards,

Johan

matt_anthony
Contributor

Re: Designating Sales Reps to Accounts Process Questions

@ChrisMullen 

 

Should we assign Sales Reps by the Territory>Account list or by Account only?

 

  • If the former, how do we utilize the CYW Sales Reps to Accounts spreadsheet since "Account" is actually a numbered list?

 

  • If the latter, how can we map Territory to Account (per the UX prototype) when Accounts can theoretically belong to multiple Territories?

 

Further when calculating Length of Service, should we round the difference between Start and Current Date?



Matt
ChrisMullen
Community Boss

Re: Designating Sales Reps to Accounts Process Questions

Because we are only assigning them to an individual account, I am okay with seeing the sales rep assignment by just account.  I do not need to see the territory.  

 

When calculating the number of years, we round down.

 

Niraj.B
Frequent Contributor

Re: Designating Sales Reps to Accounts Process Questions

Hello,

I have already finished my L3 exercises & exam. There is one thing that is quite bugging me - What is QUO05 used for? My QUO06 is calculated via QUO04 and all my results are matching. There are 2 fields in QUO05: Code & Number, I do not see any description of what these are meant to be.

The fact that all my numbers match means that I must have used the intended functionality of QUO05 in QUO04 module via a formula. 

ChrisMullen
Community Boss

Re: Designating Sales Reps to Accounts Process Questions