Hi, I'm working on a report where I need to provide a set of bonus points every time there is a count of 5, 8 or 10 "cleared" clients per manager.
This manager would get: (yes, the manager gets the points if the rep makes a sale) (This point system is the LIST TAB also)
5 points per enrolled client
2.5 points per T.O'd client (manager took over call for rep)
-10 points per Lost rep (this means rep didn't make the sale)
an extra 10 points when a manager has 5 Cleared sales
an extra 20 points when a manager has 8 cleared sales
an extra 40 points when a manager has 10 cleared sales
I was able to create a cleared column for all Enrolled and TO'd clients to try to calculate the Cleared Sales but I cant figure out how to do the bonus points unless whoever is doing this report manually counts the sales per manager and then adds the extra 10, 20 or 40 points. Is there a way to have this calculate automatically? Please see attached. TRAINEESREPORT.xlsx
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