Requirement
To set up the dashboard to display the commission reports based on the market managers and regional managers.
Solution
Its not possible to setup a Dashboard using single saved search. So What we have to do is combine multiple saved searches to calculate commissions and setting up dashboard. So we can approach custom records to fulfil the requirements. We can create custom records for each marketing manager or regional manager with corresponding fields for storing the commission reports for each month. The commission for each market manager will be calculated using a scheduled script and it will update to the corresponding custom record. The script will schedule a monthly basis and so it will run once in a monthly manner.
We can provide some additional features such as a checkbox for “Show in Dashboard” and by using this, the user/admin is able to decide to include dashboard value for a particular user. By unchecking the box, the corresponding user will not be able to see the commission values from the dashboard.
So when a user login, if the user is a sales rep partner and he/she/they has several commissions like tracfone, simsale, activation bonus, airtime bonus, warehouse and miscellaneous commissions, then it will show that commissions and their total commissions received in the Dashboard through a Portlet.
We’ve 2 dependant saved searches for this solutions. One is Regional manager search,which lists all the regional managers and their commissions details where the second one is used in the custom record we’ve created for listing the current user’s commission details.
We’ve Used more than 10 saved searches for this solution which includes saved searches for listing each kind of commissions of sales rep partners. Some commissions have multiple tiers and because of that we need to create more than one saved search for that kind of commissions.
By using these searches Commission record lists the commissions of every sales rep partners. Regional Managers are the lowest tier in Sales rep partners. Regional managers are the second tier sales rep partners and National Managers are the highest tier Sales rep partners. By using the Commission record search, we will get the commission details of current logged in user. This will update in every month. Using portlet it can be viewed in the home page only if the checkbox ‘Show in Dashboard’ is checked.
PORTLET SETUP
- Click on the Personalise link in the Home Page
2. Click ‘Custom Search’ option
3. Then a new Portlet Page will Populate under the options. Click ‘Set Up’ link
4. A Popup window will open
5. From that select the search ‘Commission record Search’ (Here this search is used)
6. Then give a Suitable Title for the Portlet
7. Portlet will be Shown in the Homepage
