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Commission Ledger

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Kristen_Gerzin
5 - Automation Enthusiast
5 - Automation Enthusiast
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‎Oct 30, 2018 09:54 PM

Hello. I am struggling with how to transition my Google Documents over to an Airtable Database. I have a table I created with two sheets (1) Job Ledger (2) Commissions.

Currently, in Google Sheets, I have a master ledger account and 10 separate documents (one commission sheet for each sales rep). I have to manually input data across all sheets.

What I would like to do is have the mainsheet where I enter in all pertinent information, which then gets passed on to separate commission reports for each sales rep. I want to eliminate the need to input a great amount of duplicated data.

A shot in the dark, but can anyone offer some guidance? I have attached what I have built out so far.

Key:
TL - PS: Project Manageer Profit Sharing Bonus
RT - M: Sales Rep Management Bonus
TD - M: Sales Rep Management Bonus
MJ - M: Sales Rep Management Bonus
CM - M: Sales Rep Management Bonus

TL - : Project Manager Commission RT - : Sales Rep Commission (this individual also gets a management bonus listed above)
TD - : Sales Rep Commission (this individual also gets a management bonus listed above) MJ - : Sales Rep Commission (this indvidual also gets a management bonus listed above)
CM - : Sales Rep Commission (this individual also gets a management bonus listed above) JW - : Sales Rep Commission
GJ - : Sales Rep Commission BD - : Sales Rep Commission
TW - : Sales Rep Commission AH - : Sales Rep Commission
CL - $: Sales Rep Commission

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Alex_Wolfe
8 - Airtable Astronomer
8 - Airtable Astronomer
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‎Oct 31, 2018 08:51 AM

Unfortunately it is hard for me to get a good picture based on your description, but what I think would be helpful is to follow this guide related to many-to-many relationships in Airtable (link below). Essentially you’d create a table for your ‘Ledger’ which indicates commissions paid to sales reps and gives you a ‘static’ record of the event. Then you’d have your separate Commissions and Sales Reps tables or something of the like. Hope this helps.

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