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SalesAnalysis Account Manager Commission Views

SalesAnalysis includes several views that display Account Manager Commissions.  In order to see the “Acct Mgr Commissions” views, the user must have the “AM Commissions” role on the SalesAnalysis Access Control List (ACL).  In addition, your SalesAnalysis administrator may enforce certain restrictions such as allowing field salespeople to only see their own commissions information.  (Note:  This feature only applies if your company is configured to process Account Manager Commissions.  See your SalesAnalysis administrator with any questions).

“Acct Mgr Commissions” View Descriptions:

The dates used in categorizing these views are the “AM Comm Paid Dates.”  This is likely different from any of the date fields used in other areas of the system (such as invoice date, commission paid date, etc).

Acct Mgr Commissions View Name Description
Annual

Displays account manager commissions categorized by year, salesperson, principal, and customer (or distributor depending on configuration).

By Month Paid

Displays account manager commissions categorized by year, month, salesperson, and principal.

By Principal

Displays account manager commissions categorized by year, month, principal, and salesperson.