Sales commissions/incentives play a major role in a company to drive revenue and growth. They also offer an incentive to the owners to close deals faster.
Today, many of the users perform their commission calculation outside CRM using spreadsheets. Automating this task can sometimes become cumbersome.

You can easily orchestrate and automate the process of calculating commissions through Circuits.

Consider that you have a sheet with the columns deal closed date, account name, contact name, products, deal ID, and the total revenue. The aim is to automatically update this sheet when a deal is won, calculate the commission percentage and value of the deal owner based on the total revenue, and update these details in CRM.

Circuit Flow

Circuit is triggered from a workflow when a deal is "Won" -> Fetch the details of the deal (Record state) -> Update the details in the sheet (Function) -> Wait for commission calculation (Wait state) -> Update the data to the deal record (Function) -> Check payment status (Record state)

Prerequisites

• A function that parses the details of the deal record and updates the relevant columns in the sheet where you maintain the data and calculate the commission percentage.

• A function that fetches the data from the sheet and updates the relevant fields of the deal record in CRM.

1. Start.

2. Use the Record state under Zoho CRM in the circuit to get the details of the deal you won. Pass the data of this record to the next state.

3. Use the state Function under Zoho CRM and choose the CRM function that takes the details of the deal from the previous state, parses it, invokes the API to update the relevant columns in the sheet.

4. Use the Wait state to wait until the commission is calculated and updated in the sheet. You can configure the duration of wait in this state until the circuit passes on to the next.

5. Use the state Function under Zoho CRM and choose the function that updates the commission details from the sheet to the corresponding fields of the deal in CRM.

6. End.