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          Create Commission Calculations

          Create Commission Calculations

          Automate complex commission calculations with Decision Matrices, Expression Sets, and Integration Procedures. Your commission schedules either reference these calculations or specify flat amounts or fixed rates.

          Note
          Note

          You can also use Calculation Matrices and Calculation Procedures to automate commission calculations.

          Choose the right tools for the job depending on the complexity of the calculation.

          Action

          Result

          Flat and tiered matrices

          Take a unique input or set of inputs

          Return a unique output or set of outputs

          Expression Sets

          Look up values in matrices

          Invoke multi-step calculations with conditional evaluations

          Perform mathematical operations

          Return calculated commission values

          Integration Procedures

          Look up values in matrices and external data sources

          Invoke external integrations

          Invoke multiple expression sets

          Manage multiple layers of data transformations

          Return calculated commission values

          • Decision Matrices for Commissions
            Decision Matrices give you a way to implement complex rules in a systematic, readable way. To calculate commissions based on something more complex than a fixed percentage rate, you start by setting up Decision Matrices.
          • Expression Sets for Commissions
            Expression Sets give you the flexibility to perform multiple steps to arrive at a commission amount. You can incorporate a Decision Matrix lookup into an Expression Set.
          • Integration Procedures for Commissions
            If a commission calculation requires data from multiple sources, use Integration Procedures to pull all the necessary data together. You can incorporate matrix lookups into an Integration Procedure, have the Integration Procedure use an Omnistudio Data Mapper to fetch data from another source, and then factor that data into the calculation.
           
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