Forum Discussion
Sales Targets Incentives by Product and Rep
Thank you for your prompt response.
I have made some further adjustments to the incentives table. I've added an additional column that will display the percentage range to the target minimum and maximum, thereby indicating the incentives for each product. Please refer to the updated file.
The current screenshot you have shared is summing all the incnetives. This is not the case. If you look at Product A and role, achievement to 90% has different incentives % to 95%.
I've noticed that the calculation isn't currently considering the sales versus target percentage. For instance, if the YTD sales for Product A are 950 and the target is 1000, the percentage to target for Product A is 95%. My aim is to display the incentives within the 95% range for each role. This way, individuals can select their role and view a table showcasing the incentives they would earn from each product.
I understand that this gets more intricate, especially considering that some products are measured in terms of sales ($) while others are based on units.
Your understanding and expertise are greatly appreciated.
- Ashish_Mathur
Super User
Hi,
In another worksheet of the MS Excel file, show the expected result very clearly.
Hi This is the expected result but I would like to a filter on top where the rep or manager can filter based on their role. I also attached the spreadsheet.
Expected ResultProduct Sales Target SVT% Incentives% A 950 1000 95.0% B 1100 1050 104.8% C 8500 9500 89.5%
