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Anonymous
Not applicable

How to Calculate Sales Revenue Split

2 sales reps work on the same account, revenue split percentage is for 1st sales rep, 2nd sales rep will take the balance as revenue.  Business unit want to see the performance of sales

  • revenue achieved as the 1st sales rep
  • revenue achieved as the 2nd sale rep
  • total revenue 

Dataset is as below.

 

1st Sales RepAccount CodeTotal AmountSO#1st Sales Rep Percentage2nd Sales Rep
Emily504310100,000.00S61623250%Julia
Julia55772512,000.00S64932075%Emily
Mike5342088,186.85S649320100% 
      
1 ACCEPTED SOLUTION

Or if you want to remove that blank row:

Contributed Revenue =
VAR _One = SUMX(SalesR,SalesR[Total Amount]*SalesR[1st Sales Rep Percentage])
VAR _Two = CALCULATE(SUMX(FILTER(SalesR,SalesR[2nd Sales Rep] <> BLANK() ),SalesR[Total Amount]*(1-SalesR[1st Sales Rep Percentage])),USERELATIONSHIP(SalesR[2nd Sales Rep],DimSalesRep[Sales Rep]))
RETURN _One+_Two

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
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www.excelwithallison.com

View solution in original post

3 REPLIES 3
AllisonKennedy
Super User
Super User

@Anonymous  see update below

Do you have a DimSalesRep table and SalesRepID?

 

If you have a DimSalesRep table (if you don't have let us know and we can help), then this will work to add their contributed revenue as sales rep _one and as sales rep _two: 

 

Contributed Revenue =
VAR _One = SUMX(SalesR,SalesR[Total Amount]*SalesR[1st Sales Rep Percentage])
VAR _Two = CALCULATE(SUMX(SalesR,SalesR[Total Amount]*(1-SalesR[1st Sales Rep Percentage])),USERELATIONSHIP(SalesR[2nd Sales Rep],DimSalesRep[Sales Rep]))
RETURN _One+_Two

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

Or if you want to remove that blank row:

Contributed Revenue =
VAR _One = SUMX(SalesR,SalesR[Total Amount]*SalesR[1st Sales Rep Percentage])
VAR _Two = CALCULATE(SUMX(FILTER(SalesR,SalesR[2nd Sales Rep] <> BLANK() ),SalesR[Total Amount]*(1-SalesR[1st Sales Rep Percentage])),USERELATIONSHIP(SalesR[2nd Sales Rep],DimSalesRep[Sales Rep]))
RETURN _One+_Two

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

Anonymous
Not applicable

Perfect! I create another 2 measures based on _one and _two to show S1 and S2 in the table. 

Thanks!!!!

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