TCAM Commission Report Examples

Attached below for download are Commission report examples.  TCAM Commission reports use Salesforce's inherent reporting, dashboard and analytics. So if you can create a report in Salesforce, you're good to go!  

 

The keys to their usefulness are the following:

  • They are automatically generated every month by the system.  You just need to get the data into Salesforce.  Either records natively in Salesforce, brought in via API from another system or import the commission records into Salesforce using any of the import tools Salesforce provides and they are created.
     

  • These are examples of reports showing a limited number of fields.  For example, you'll notice there is no mention of the Master Agent, which you were concerned about.
     

  • Any and every field on the Customer Account record, the Supplier Account Record, the Agent Account Record, the Opportunity record, and the Opportunity Commission Account Record can be included or not included.  Which are included are 100% up to you.
     

  • If you chose to do so you can even include prior months on the report.  Again it is up to you.


Every field on every Salesforce object (Account, Contact, Opportunity, etc.) can be added to any report up to four levels deep. Such as a report including Accounts with Agents and Opportunities and Opportunity Commissions. Contact TelCloud Support for assistance with designing or customizing your Reports and Dashboards.

Commission Report Example 1 - All Agent Monthly Report with a limited number of fields.

Commission Report Example 2 - Agent Commission Report with a limited number of fields.