GorillaDesk's commission tracking offers a fresh approach to enhancing your sales process.
Note: This functionality is accessible with the Pro Plan. The setup is exclusive to Superadmin users, whereas the data is accessible to both Admin and Superadmin users.
This tool will allow you to assign a percentage or numerical value to each of your line items, specific to each user. Then, you can track these values with a few easy steps.
Here's how it works:
First, you will need to activate the commission tracking Add-on.
Once the Add-on is enabled, click on the menu option in the upper left corner of the calendar to expand the menu panel.
Click on 'Commissions'
Click "Manage" from the upper right corner.
Use the toggle buttons on the left to select your team member(s).
Use the toggle above to activate either the "Production Commission" or "Sales Commission"
Then, select the commission type and value for your specified line items.
Once you've established your settings, you can also apply those settings to another user, using the drop-down menu below.
Click "Save" from the upper right corner of your screen after.
After completing the initial setup, you're ready to take a first look at your newly generated data. How exciting!
Click the 'Cancel Button' from the upper right corner to open up your report and set the parameters to best accommodate your workflow.
You can choose from:
Production
Sold By
Date Range
Staff
Invoice Status
Payment Method
The different variations of the report you can choose from are:
Standard
Excluding Tax
Excluding Discounts
Excluding tax and discounts
Once your parameters have been set, click 'Update' to view your results...and Voila!
After you've generated your results, you can click the options in the upper right corner to:
Export to .CSV
Export to Excel
Print your report