Sales Targets Incentives by Product and Rep

Question

Hi I would like to calculate sales incentives % based on the % achievement of targets. I have different incentive payouts for different products and different employee role. In addition, some products are measured on sales, while others are measured on units.

Please see the attached spreadsheet where I have a sales table, target table and incentives table. Link Here>> Sales Target Incentives

I want a table that shows incentives for each role by product or any other suggestions on how to display this best.

Thank you so much for your help.

anonymous · Answer

Hi&nbsp;enghone09&nbsp;,
&nbsp;
Could you please tell me what does your expected result look like?&nbsp;
You said you want&nbsp;a table that shows incentives for each role by product, just create a table visual and put the related fields in it.

Based on your sample data, can the final results be displayed in tabular form?
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Best Regards,
Stephen Tao
&nbsp;
If this post&nbsp;helps, then please consider&nbsp;Accept it as the solution&nbsp;to help the other members find it more quickly. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;

enghone09 · Answer

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.Incentives updated file&nbsp;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.&nbsp;

ashish_mathur · Answer

Hi,
In another worksheet of the MS Excel file, show the expected result very clearly.

enghone09 · Answer

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 Result

Product	Sales	Target	SVT%	Incentives%
A	950	1000	95.0%
B	1100	1050	104.8%
C	8500	9500	89.5%

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Sales Targets Incentives by Product and Rep

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