Rolling Value Calculation

#1

Hello,

I am trying to create a table for our sales employees rolling bonus program. I have the main bones built, but I am struggling in one area.

I need a way to add values in a compound manner.

Example:

  • January they reach bonus and earn $500
  • February they reach the bonus. They would earn $500 from January + their February bonus (Example $500 + $500)
  • March they reach the bonus. They would earn $500 from January + February bonus + March bonus

I need to use the rolling values of these for their commission statements.

Does anyone have any suggestions for a formula?

Thank you kindly :slight_smile:

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#2

Do you mean compound or running total?
(I think of compund as being where they were paid $500 in Jan, and if they hit their target in Feb, they get a $500 bonus for feb in addition to a matching bonus for all months prior)

I didn’t build it out, but assuming it is a just a running total

Have a ‘Hit-Target’ table with 2 fields Text ‘months’ and Linked Field ‘Employees’
When an employee hits their target for a month, add them to that month.

Back in another table with the employees, where there is now a ‘Target-Hit’ field, use a $500*Count() on that field.

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