This dashboard honors User restrictions based on login Location.
Purpose
The Sales Commission dashboard can be used to run Salesperson commissions by Salesperson, by Paid, and by Margin. Upon opening the dashboard, a Salesperson must be selected to view information.
Details
Filter by Salesperson, Customer, Product, Fiscal Year, Fiscal Month, Paid/Sold, and Margin/%Markup. Additionally, sort by Customer, Salesperson, and Product.
By default, the filter shows data for the current fiscal year and fiscal month. Select All Years under the Show Sales Commission by filter to view data across selected fiscal years and fiscal months.
Note: Before choosing the All Years option, it is recommended to first select the specific Fiscal Year(s) and Fiscal Month(s).
