Sample Commission Calculations Formulas

For details about using the functions included in these samples, see Formula Operators and Functions.

Commission Amounts for Opportunities

The following is a simple formula where commission is based on a flat 2% of the opportunity Amount.

1IF(ISPICKVAL(StageName, "Closed Won"), 
2  ROUND(Amount *0.02, 2), 0)

This example calculates the commission amount for any opportunity that has a “Closed Won” stage. The value of this field is the amount times 0.02 for any closed or won opportunity. Open or lost opportunities have a zero commission value.

Commission Deal Size

This formula calculates a commission rate based on deal size, returning a 9% commission rate for deals over 100,000 and an 8% commission rate for smaller deals.

1IF(Amount > 100000, 0.09, 0.08 )

Commission Greater Than or Equal To

This formula assigns the YES value with a commission greater than or equal to one million. Note, this field is a text formula field that uses a custom currency field called Commission.

1IF(Commission__c >=
2                    1000000, "YES", "NO")

Commission Maximum

This formula determines what commission to log for an asset based on which is greater: the user's commission percentage of the price, the price times the discount percent stored for the account or 100 dollars. This example assumes you have two custom percent fields on users and assets.

1MAX($User.Commission_Percent__c * Price,
2  ​Price * Account_Discount__c, 100)