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Commission automation

Topic Labels: Automations
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Saml8015
4 - Data Explorer
4 - Data Explorer

Have a deal with a company to lower their costs on segments and get a cut per segment. The commission is based on costs cut which vary by segment. As I’m working through them one by one, the commission start dates are different per account.

How can I set up a system that will take a commission start date and make a new record for every month from start date up until current month.

Would like for this to work retroactively, meaning if the date was April 2024 it should automatically create records from April up until today, and a new record per segment for every future month automatically. 

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