Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc).
Flat Rate Commissions:
When the Stage field of the object is Closed Won or the value you use to indicate a closed sale, the formula calculated the commission based of the Amount field.
IF(ISPICKVAL( {!StageName}, “Closed Won”), ROUND({!Amount} * 0.08, 2), 0)
If the StageName value is Closed Won, multiply the Amount by 8% and round to 2 decimal places. If the StageName does not equal Closed Won the formula calculates to Zero.
Rule Based Commissions:
You can set the commission formula to base the percentage on the amount of the sale. You can use other fields to do the calculation like Rep or State.
IF( {!Amount} > 100000, ROUND({!Amount} * 0.09, 2), ROUND({!Amount} * 0.08, 2))
If the Amount of the sale is greater than $100,000 then multiply the Amount by 9% and round to 2 decimal places. If the Amount of the sale is not greater than $100,000 then multiply the Amount by 8% and round to 2 decimal places.
