Commission Calculation in Dealhub

Depends on how complex your Commission Model is. Have you thought about using the CRM instead to calculate it? We push the data from DealHub into our CRM and then we could using formula fields and reporting calculate this. I have used Salesforce to Calculate Commissions based on % Deal Value etc. We were going to do the same in HubSpot, but we changed our model and it is now too complex and needed a comms platform. 

I would say CRM is a better place to calculate, as reporting is almost non-existant in DealHub CPQ. 

Hello Jamie,

In general, this can be achieved by using a proposal attribute calculation at the line item level. This data can then be synchronized with your CRM line items object and utilized in reports. Alternatively, you might perform a calculation at the total net level, depending on your commission calculation logic.

Jack, you are correct that we lack a built-in UI reporting feature. However, we do facilitate the creation of recurring out-of-the-box reports through our support team upon request. Additionally, performing these calculations in DealHub allows the AE to view commissions in real time while creating the quote, even before the data is updated in the CRM, which can be very beneficial for the sales rep.

If you could provide more details about how you calculate your commissions, I can offer more specific guidance. You may also reach out to your CSM team for assistance, whichever option works best for you, we are here to support.

Best.