Workflow Recipe - Calculate Commission

ProBiz.png

This Workflow Automation recipe will allow Copper to automatically calculate commission based on an Opportunity value and custom commission rate.

For example, if a sales rep closes a $10,000 deal and you’ve defined the commission rate as 6%, Copper will automatically update a “Commission” field on the Opportunity with an input of $600.

Please note: you must have Admin privileges in order to create a workflow automation.

In this recipe, we’ll cover:
Pre-work: Create necessary Custom Fields
Recipe Setup Instructions

Use Case: Calculating reseller or Account Executive commission rate on Opportunities.

Benefit: Calculation and commission input is automatic. Save time by ensuring this secondary value is always stored on the Opportunity details.

To get started, we’ll go over any pre-work that needs to be completed such as creating custom fields that are necessary for this recipe to function. We’ll then go over the steps to create the automation in Workflow Automation.

Pre-work: Create necessary Custom Fields

For both custom fields, start by navigating to Settings > Customize Copper > Field Settings

Create Commission Rate Custom Field

  1. Select "Opportunities" and click "Create Field"
  2. Select "Percentage" as the field type
  3. Label the field as "Commission Rate"
  4. Set the Field Key as "Commission_Rate" (Please note that the Field Key is permanent and cannot be changed after it is set. It is also case sensitive.)
  5. Make sure "Include in Filters" is checked
  6. Add this field to the necessary Pipeline(s)
    NEW_commission_rate.png

Create Commission Amount Custom Field

  1. Select "Opportunities" and click "Create Field"
  2. Select "Currency" as the field type
  3. Label the field as "Commission Amount"
  4. Set the Field Key as "Commission_Amount" (Please note that the Field Key is permanent and cannot be changed after it is set. It is also case sensitive.)
  5. Select your desired Currency
  6. Make sure "Include in Filters" is checked
  7. Add this field to the necessary Pipeline(s)
    NEW_commission_amount.png

Setup Instructions:

  1. Click Settings > Workflow Automation and then click “Add New
  2. Name your workflow something recognizable. In this example, we’ll call it “Commission Calculation
  3. Define the trigger as based on an Opportunity and the trigger type as “Is Created or Updated
  4. Add 2 trigger conditions:
    1. When the Pipeline Equals Sales (or whichever pipeline you prefer)
    2. When Value is Greater than 0.
  5. Set Filter Conditions to “All of the conditions are met (AND)
    When you’re finished, your trigger should look like this: 
    new_step_5.png
  6. Define the Action type as “Update” and what it is updating as “Opportunity
  7. Add the following field formula to your Action:
    Commission Amount - change to - Use a Formula - IF(ISBLANK(cf_Commission_Rate), 0, (monetary_value*cf_Commission_Rate/100))
    • The reason why we need the "IF(ISBLANK" function is because any calculation with a blank/empty/null value will not compute. So in these cases, we use this function to instead use "0".
  8. Remove any other fields by clicking the trashcan icon on the far right (hover your cursor to view the trashcan)
    When you’re finished, your Action should look like this:
    Action.png
  9. Save your workflow
  10. Turn on your workflow
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