Tracking Sales Commissions (Not on a deal level)

[AAbu-Farha]

Hi guys! 👋

I want to track and calculate the sales team's commission in HubSpot, as I am working towards unifying all our work in HubSpot to be a single source of truth, but I can't do that now and need help on this.

We don't track commissions on the deal level, so having a custom calculation property will not work. 

What we do is calculate the total revenue recognized from all deals closed by a single AE and compare the total to their sales target. If they achieved less than 50% of their target, they will not be eligible for a commission. If they achieved more, they will get that percentage of their OTC. So, if their target is $100K and they achieved $60K, then, they will get 60% of their OTC + their base salary.

I am not sure if creating a custom object would be sufficient, but I am not sure it can be done through my subscription. I have Sales & Marketing Pro Hubs.

Is this doable or not? Is there any workaround? Would appreciate the help.

[karstenkoehler · Accepted solution]

Hi @AAbu-Farha,

Generally doable, I would say, and yes, it would (in my opinion) best be done with a custom object. While you don't get those in a Professional subscription, you can simply enable one of the new objects in the data model builder (services, listings, appointments, courses – you can find these under Settings → Objects) and rename them.

The approach would then be to associate each deal to a custom object record corresponding to a sales rep. You could automate this via the "Create associations" workflow action, based on matching values in the custom object record and the deal owner property.

Once this association is established, you can

• store the target on the custom object
• roll-up the value of all associated won deals in a given time frame (e.g. "Won deal amount 2025")
• use an additional calculation property to calculate the commission based on the target and the roll-up

Give it a try and let me know if you're getting stuck at any point!

[AAbu-Farha]

Thanks a lot, this was a great help! I have never used roll-up properties. It's like finding a goldmine. 

[AAbu-Farha]

Thanks @karstenkoehler, this looks a brilliant idea.

I created the workflow and the association is auto-created, but the only thing remaining is:

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roll-up the value of all associated won deals in a given time frame (e.g. "Won deal amount 2025")

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Should I do this manually? Or is there a way to roll-up all amounts of the associated deals using a workflow?

Appreciate your help. Thanks.

[karstenkoehler · Accepted solution]

@AAbu-Farha there's a specific property type for roll-ups 🙂 https://knowledge.hubspot.com/properties/create-calculation-properties

Have a look and let me know if you have any follow-up questions.

[karstenkoehler · Accepted solution]

Hi @AAbu-Farha,

Generally doable, I would say, and yes, it would (in my opinion) best be done with a custom object. While you don't get those in a Professional subscription, you can simply enable one of the new objects in the data model builder (services, listings, appointments, courses – you can find these under Settings → Objects) and rename them.

The approach would then be to associate each deal to a custom object record corresponding to a sales rep. You could automate this via the "Create associations" workflow action, based on matching values in the custom object record and the deal owner property.

Once this association is established, you can

• store the target on the custom object
• roll-up the value of all associated won deals in a given time frame (e.g. "Won deal amount 2025")
• use an additional calculation property to calculate the commission based on the target and the roll-up

Give it a try and let me know if you're getting stuck at any point!