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Commission saved search based on percentage of quota reached per month

edited Jun 2, 2025 2:50PM in Ask A Guru 3 comments

Hello there, this is a general question and appreciate it's probably going to be a tricky one, we're introducing new commission criteria, details are below:

75% Percent of monthly quota reached = 6% of gross profit paid in commission (Sales Order)

90% and over Percent of monthly quota reached= 10% of gross profit paid in commission (Sales Order)

I'm aware that there's no easy way to join Quota data to transaction data in a Saved Search, but searches rather than reports are our primary analysis and calculation tool within the business, so in the first instance would like to ask if there's any way we can calculate the above in a saved search, as i said, i think this is going to be incredibly tricky if not impossible to achieve in a saved search but would appreciate any feedback or advice either way, thanks for your help.

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