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Monthly payments based on months and projects assigned

  • December 15, 2025
  • 3 replies
  • 48 views
C
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I help run a marketing agency and I need to be able to create a table that shows how much each agency member will get to take home each month. There are 2 members that take payouts each month, but at different rates depending on who is the lead (70%) and the support (20%) - the business gets a share as well (10%). These percentages are average, but we do sometimes adjust them.

 

I have a table for the projects which show all live projects. In the project tracker I list each project, the full fee, who is the lead, who is support, the start date /end date and the percentages that each gets.

 

I would like the new table to show month over month, how much each should be getting paid based on all projects which they are staffed on (and the percentage) what they should be paid each month.

3 replies

Mike_AutomaticN
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Hey ​@CarlieM,

I would suggest having a junciton table, which you can call “Revenue Sharing”.
Fields:
Team Member (linked record field)
Role (hopefully linked record field, but could also be single select)
Project (linked record field)
Percentage (an automation could auto-populate the percentage according to the Role field, in line with your description to default values which could be manually adjusted).
Monthly Total Fee (rollup from project)
Team Member’s Fee (formula calculating money amount based on Percentage and Monthly Total Fee).

A more robust version of this could also have a Payments table which would have all payments done on a monthly basis in accordance to the Recenue Sharing table.

Mike, Consultant @ Automatic Nation 
YouTube Channel 
 

    VikasVimal
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    • VikasVimal
    • Inspiring
    • December 16, 2025

    Assuming you have a monthly invoices table, linked to people, and projects.

    You can set up a ‘Payroll’ table, One record per month, per employee, and link it to all invoices for that month, linked to that employee. A script could help you with that. I built a chatbot that can help you with scripts: https://chatgpt.com/g/g-GuMycukiN-vik-s-scripting-helper

    Run the script periodically to keep the Payroll table updated. You’d be all set.

     

    Ping me for consults if you need help with this or other issues: https://calendly.com/d/dvq-nvm-nhg

    TheTimeSavingCo
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    Try creating a table called ‘Payments’ and use an automation that’ll trigger once a month for this.  The automation would:

    1. Look for all active Projects
    2. Create two records in Payments, one for the Lead and one for the Support

    Here’s how it might look in action, and I’ve set it up here for you to check out

     

    Here’s screenshots of the data so you can review it!

    It works by using formula fields to determine what kind of Payout record it is, Lead or Support, and then using a Switch to pull in the correct employee name and percentage amount

    I added in the ‘Percent check’ thing as that seemed useful to me, and that field basically checks whether the percents add up to 100%.  I put the percent fields in there as you mentioned they sometimes change

    I’d also suggest refining the automation so that it stamps the values in instead of just using lookups as well.  Right now if you change the Fee value in Projects, all the historical Payout records will update as well due to them working via a lookup, and stamped values would fix this vulnerability

    Adam, Airtable Consultant - thetimesaving.company
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