Commission Calaculation for Sales Force

Question

I want to know the configuration steps for commission calaculation for sales force depends upon the below stated criteria....
NOTE: In bold format those requirement to meet. Rest of those are set by the management earlier....
As – Is requirements‎
<b>To- Be requirements&#8206;</b>
Please refer below for the clarifications. There are few significant changes:&#8206;
Step 1 – Group Sales Target (Sales group will be given a sales target on a periodic basis. And &#8206;this will be built up by individual sales employee).&#8206;
Required Fields:          Period – from (month/year)                      to (month/year)&#8206;
&#8206;                                    Sales Office:&#8206;
&#8206;                                    Sales Employee:&#8206;
&#8206;                                    Target Quantity:&#8206;
<b>Requirements after discussion:&#8206;
&#8206;- The MD wants to put some targets for regional wise, sales office wise……means for &#8206;
Example: Jeddah Region – 100,000 SAR’s&#8206;
&#8206;             Riyadh Region – 75,000   SAR’s&#8206;
&#8206;- Sales & Marketing manager can complete/ reach the whole target or including the sales men….&#8206;</b>
Step 2 – On Time Collection (Sales employee will get commission for on-time collection for the &#8206;revenue that he achieved in Step 1). &#8206;
Required Fields:            Period – from (month/year)                      to (month/year)&#8206;
&#8206;                                    Commission % (this commission could be in decimal %)&#8206;
Condition should be 100% collection criteria. Need to see the no of invoices raised and whether &#8206;collected them individually. For example if 10 invoices raised for SR 10,000 each and on-time &#8206;collection has happened only for 5 invoices then he gets commission only for the 5 invoices &#8206;collected on-time (SR 50,000).&#8206;
<b>Requirements after discussion:&#8206;
&#8206;           - In this condition they want to keep some targets per SALES MEN                       &#8206;</b>
Step 3 – Sales Target for Selected Products (Sales employee will be given a target to sell certain &#8206;promotional products)&#8206;
Required Fields:            Period – from (month/year)                      to (month/year)&#8206;
&#8206;                                    Sales Office:&#8206;
&#8206;                                    Sales Employee:&#8206;
&#8206;                                    Material:&#8206;
&#8206;                                    Target Quantity:&#8206;
&#8206;                                    Commission %: (This will get extracted from a separated table maintained &#8206;with material & commission %)&#8206;
<b>Requirements after discussion: &#8206;
&#8206;                    Commission will get by the sales man on the basis of below stated Condition &#8206;
for Selected Material X for specified period X target amount…&#8206;</b>
Conditions for getting the commission: &#8206;
&#8206; &#8206;
<b>&#8206;1.&#8206;     For getting the commission, the sales team must and should achieve the above 2 &#8206;conditions out of 3. Then only eligible for commission
&#8206;2.&#8206;     Commission will be get by the sales man based on in-time collections.&#8206;
&#8206;3.&#8206;     &#8206;80% of the commission will be distributed among the sales mens.&#8206;
&#8206;4.&#8206;     Rest of 20% the amount will be distributed among the Sales & Marketing Manager and &#8206;Coordinators on over all performance.&#8206;</b>

Answer 1

Hi,
there are two ways:
1. near-realtime, which is easier. Use SQL queries to get the information from real time tables from ICM. The information is not really realtime, since it is updated in 5-10 seconds interval.
2. CTI monitor, which might be challenging. Use the CTI interface of ICM to 'subscribe' for all/selected events, including state changes and then do your calculations. It's realtime, but again, programming it may take a while.
G.