Calculating Total Commission Payout

CamReid 

Here is a simple example:

To automate the calculation of commission payout based on a specified payout date, including a checkbox to consider extended trial periods and calculate for all previous dates, you can use Excel formulas and structured tables. Here is a step-by-step guide:

Assuming you have the following columns:

• Column A: Date
• Column B: Installation Amount
• Column C: Activation Amount
• Column 😧 Extended Trial Checkbox (TRUE/FALSE)
• Column E: Payout Date (where you'll type the payout date)
• Column F: Commission Payout

Here is how you can create a formula in Column F to calculate the commission payout:

=SUMIFS(B$2:B2, A$2:A2, "<="&E2, D$2:D2, TRUE) * 0.5 + SUMIFS(C$2:C2, A$2:A2, "<="&E2) * 0.5

• Place this formula in cell F2 (assuming your data starts from row 2).
• Drag the fill handle (the small square at the bottom-right corner of the cell) down to auto-fill the formula for all rows where you have data.

Explanation:

• SUMIFS(B$2:B2, A$2:A2, "<="&E2, D$2:D2, TRUE) calculates the sum of Installation Amounts (B$2:B2) for rows where the date is less than or equal to the payout date (E2) and the Extended Trial Checkbox is TRUE (D$2:D2). This represents 50% of the commission.
• SUMIFS(C$2:C2, A$2:A2, "<="&E2) calculates the sum of Activation Amounts (C$2:C2) for the same criteria. This also represents 50% of the commission.
• The formula automatically adjusts the ranges as you drag it down, so it calculates the cumulative commission payout for each row based on the specified payout date and extended trial checkbox.

Now, when you type the payout date in cell E2, the commission payouts in column F will be calculated automatically for all previous dates, taking into account the extended trial checkbox.

The text was created with the help of AI.

Hope this will help you.