I'am working on a Premium Tracker for my office where my sales agents can keep track of their sales/commissions.
Sort of have everything I need but I hit a bump along the way. Quote/Bind I am trying to figure out how to divide the premium they input into the "Premium Cell" if they put yes or no on quote bind. You see if one agent quotes a policy and another agent sales it they would split the premium
Hi, welcome to the forum
You dont give much info top work with
It is always better if you give examples of what you expect - and why/how, if needed - so we know what you want.
Try this to get you started...
=IF(AND(D4="Yes",E4="Yes"), do this, do that)
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Regards
Ford
I have looked at your spreadsheet and do not understand it.
Your problem is easily solved.
Give the Sales Rep 1/2 of the expected Commission if they quote it.
Give the Rep 1/2 of the expected commission if they close it.
The Sales rep that quoted and the one who closed ,may or may not be the same.
You have not created an area where the acrued commisions are to be stored.
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If it is not important to you then it definitely is not important to me.
Nice suggestionOriginally Posted by mehmetcik
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