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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
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HowToSolveComplicatedIncentiveCalculation?
HowToSolveComplicatedIncentiveCalculation?
Excel
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DearAll,
IneedtocalculatetheIncentiveamountforthesalesteambasedonthefollowingmatrix.
Tobeeligiblefortheincentivethesalesstaffneedtoachieveminimum90%ofthetargetinaquarter.
Achievement%
Amount
90%
400
Between91100%
Rs20Per%Age
Between101110%
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
Rs30Per%Age
Between111120%
Rs40Per%Age
Between121140%
Rs55Per%Age
Thefollowingistheexampleofthetentativeincentiveamountbasedontheslab:
Example
Achievement%
IncentiveAmount
90%
400
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
100%
600
110%
900
120%
1300
140%
2400
Thesalesstaffcangettheincentiveforthemaximum%achievementof140%beyondwhichalsothesame
amountwillbereleased.
Ihavethedata(B4:F7)asfollows:
Particulars
Month1
Month2
Month3
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
Qtr1
SalesTarget
100
120
140
360
SalesAchievement
107
128.4
149.8
385.2
%Achievement
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
107%
107%
107%
107%
IhaveputthefollowingformulainE19asfollows:
=IF(F7=0.9,400,IF(AND(F7>0.9,F71,F71.1,F71.2,F7
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
HowToPopulateDataAmong3Files
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DearAll,
Iwouldliketopopulatedatafrom1stFile(Name:MasterData)tothe2ndFile(Name:Calculator)usingvalidation
listinthe2ndfileinsuchawaythatoncetheIncentiveCalculationisdoneforanystorethesamedatashouldget
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Iwillexplainindetails:
1)MasterDataFile(1stFile):Containsalltherelevantrawdataforincentivecalculation.
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downcontainsthelistofthestoresstartingfromH001toH032.IhavegottheSumproductformulatolinkMaster
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whatresultisexpected.
ThefollowingfigureshowstheresultsofH012store(whenselectedviatheDropDownvalidation):
FileName:Calculator.xls(SheetName:Hyper)
DropDownList(=D4)ContainstheStorenames&linkstheCalculatorFile&MasterDataFile.
H012(D4)
Particulars(B7)
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Month1(C7)
FMCGSalesTarget
12884356
FMCGSalesAchievement
17748294
C8=SUMPRODUCT(('[MasterData.XLS]FMCG'!$D$6:$D$221=$D$4),'[MasterData.XLS]FMCG'!$H$6:$H$221)
C9=SUMPRODUCT(('[MasterData.XLS]FMCG'!$D$6:$D$221=$D$4),'[MasterData.XLS]FMCG'!$I$6:$I$221)
TheAboveSales&TargetachievementforstoreH012(forFMCGDepartment)yieldstheIncentiveamountinthe
sameCalculatorFile(SheetName:Hyper)asfollows:
Department(B17)
Designation(C17)
IncentiveDetails(D17)
Month1(E17)
FMCG
FloorManager
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Incentive
4641
FMCG
Supervisor
Incentive
3370
FMCG
Staff
Incentive
2276
NowfinallythedatafromtheaboveIncentiveCalculationshouldgetpopulatedtothe3rdfilenamed
Payout(Sheetname:Sheet1)asfollows:
Month1
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
StoreName(A2)
StaffIncentive(B2)
SupervisorIncentive(C2)
FloorManagerIncentive(D2)
H012
2276
3370
4641
H013
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H014
H015
NowsupposeIfIselectH013fromthedropdowncellinCalculatorfiletheincentiveamountshouldgetcalculated
andthesameshouldgettransferredtothePayOutSheetbelowtheH012storeincentiveamountwithout
changingoralteringtheH012incentivecalculationandsoonforH014/H015etc.
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IfCondfitionWhereIncremental
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IThinkINeedAn"if"FormulaExcel
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Helloall,
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
Iamworkingonanindividualscorecardthatwillbeusedtoshowanemployeewheretheystoodforanygiven
monthasfarastheirgoalsgo.Itwillalsoshowthemtheirbonuspayoutamount.
Iamrunningintoanissuewiththe"IndividualAchievementScore"section.Theirgoalsaresuchthatiftheydonot
meetatleast90%qualitytheydonotbonusout.Theformulacurrentlyis
=ROUNDDOWN((AVERAGE(B3,B7)*100),0).HowcanIincludethequalitybeinglessthan90%inthere(thatis
representedbyB7)?
Theotherissueisthatwhentheyachieveaweightedindividualachievementabove120%theygetanadditional
payoutperpercentageover120%.Ineedtheformulatoreflectwhentheydonotgoover120%currentlyis
showsanegativethere.Ineedthemathtonothappenatallinthiscasewhenascoreofover120%doesnot
exist.Theformulacurrentlyis:=((B18)*18.75)
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IndividualAchievmentabove120%27%AdditionalIncentive($506.25)FinalIncentive$1,743.75LOA?
Disqualified?
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RankingResultsExcel
ExcelForum
Ihavethreeresultsforaquarter:
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BFG200,189,145
AWV235,267,400
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Alternativelyisnoneoftheresultsexceed300(minorincentive)theresultinE1is"Incentive2"
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red.
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Appreciatethehelp
AskYourOwnQuestion
HowToPopulateDataDynamically
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ExcelForum
DearAll,
Iamunabletosolvethisissuewiththehelpofformulae.
Wouldbegratefulifsomebodyhelpmeoutinresolvingthis.Thiswillsavelotsofmanualinterventioninre
arrangingthedata.
IdohaveaDropDownListof4Storesnamely(H012,H013,H014&H015)intheWorkbook(Name:Calculator)&
SheetName:CalculatoratCell#D4whichhelpsincalculatingtheIncentiveamount.
Thedatasampleisasfollows:
FileName:Calculator.Xls,SheetName:Calculator
DropDownList(=D4)ContainstheStorenames(H012,H013,H014&H015)
H015(D4)
Department(B15)
Designation(C15)
IncentiveDetails(D15)
Month1(E15)
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
FMCG
Staff
Incentive
816
TheincentiveamountofstaffforH012/H013/H014areasfollows(whenselectedthroughDropDownValidation
List):
H012=1023
H013=2216
H014=994
OncetheincentiveamountiscalculatedintheCalculatorFilethesameshouldgetpopulatedtoanotherFile
NameayOut(SheetName:Sheet1).
TheexpectedresultareasfollowsinthePayOutFile(SheetName:Sheet1):
Month1
StoreName(A2)
StaffIncentive(B2)
H012
1023(B3)
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
H013
2216(B4)
H014
994(B5)
H015
816(B6)
Tofurtherelaboratetheabovematrix,ifIselectH012incalculatorfile(sheetname:Calculator)Iwant"1023"to
appearinB3ofthe"Payout"fileforstoreH012.Andthen,ifH013isselectedIwantthelistinB3,B4tonowbe
1023
2216
andeachsubsequentselectioninCalculatortobeaddedtothebottomofthislistasshownabove.
Plshelp.
Thanks
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NeedAMacroToPopulateData
BetweenTwoExcelFilesExcel
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DearAll,
Iamunabletosolvethisissuewiththehelpofformulaeandhenceneedamacrotofixthesame.
WouldbegratefulifsomebodyhelpmeoutwiththeMacrowhichcanmakethetrickhappen.Thiswillsavelotsof
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manualinterventioninrearrangingthedata.
IdohaveaDropDownListof4Storesnamely(H012,H013,H014&H015)intheWorkbook(Name:Calculator)&
SheetName:CalculatoratCell#D4whichhelpsincalculatingtheIncentiveamount.
Thedatasampleisasfollows:
FileName:Calculator.Xls,SheetName:Calculator
DropDownList(=D4)ContainstheStorenames(H012,H013,H014&H015)
H015(D4)
Department(B15)
Designation(C15)
IncentiveDetails(D15)
Month1(E15)
FMCG
Staff
Incentive
816
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
TheincentiveamountofstaffforH012/H013/H014areasfollows(whenselectedthroughDropDownValidation
List):
H012=1023
H013=2216
H014=994
OncetheincentiveamountiscalculatedintheCalculatorFilethesameshouldgetpopulatedtoanotherFile
NameayOut(SheetName:Sheet1).
TheexpectedresultareasfollowsinthePayOutFile(SheetName:Sheet1):
Month1
StoreName(A2)
StaffIncentive(B2)
H012
1023(B3)
H013
2216(B4)
H014
994(B5)
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
H015
816(B6)
Tofurtherelaboratetheabovematrix,ifIselectH012incalculatorfile(sheetname:Calculator)Iwant"1023"to
appearinB3ofthe"Payout"fileforstoreH012.Andthen,ifH013isselectedIwantthelistinB3,B4tonowbe
1023
2216
andeachsubsequentselectioninCalculatortobeaddedtothebottomofthislistasshownabove.
Plshelp.
Thanks
AskYourOwnQuestion
NeedAMacroToResolveIssueExcel
ExcelForum
DearAll,
Iamunabletosolvethisissuewiththehelpofformulaeandhenceneedamacrotofixthesame.
WouldbegratefulifsomebodyhelpmeoutwiththeMacrowhichcanmakethetrickhappen.Thiswillsavelotsof
manualinterventioninrearrangingthedata.
IdohaveaDropDownListof4Storesnamely(H012,H013,H014&H015)intheWorkbook(Name:Calculator)&
SheetName:CalculatoratCell#D4whichhelpsincalculatingtheIncentiveamount.
Thedatasampleisasfollows:
FileName:Calculator.Xls,SheetName:Calculator
DropDownList(=D4)ContainstheStorenames(H012,H013,H014&H015)
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
H015(D4)
Department(B15)
Designation(C15)
IncentiveDetails(D15)
Month1(E15)
FMCG
Staff
Incentive
816
TheincentiveamountofstaffforH012/H013/H014areasfollows(whenselectedthroughDropDownValidation
List):
H012=1023
H013=2216
H014=994
OncetheincentiveamountiscalculatedintheCalculatorFilethesameshouldgetpopulatedtoanotherFile
NameayOut(SheetName:Sheet1).
TheexpectedresultareasfollowsinthePayOutFile(SheetName:Sheet1):
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Month1
StoreName(A2)
StaffIncentive(B2)
H012
1023(B3)
H013
2216(B4)
H014
994(B5)
H015
816(B6)
Tofurtherelaboratetheabovematrix,ifIselectH012incalculatorfile(sheetname:Calculator)Iwant"1023"to
appearinB3ofthe"Payout"fileforstoreH012.Andthen,ifH013isselectedIwantthelistinB3,B4tonowbe
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1023
2216
andeachsubsequentselectioninCalculatortobeaddedtothebottomofthislistasshownabove.
Plshelp.
Thanks
AskYourOwnQuestion
IncentiveCalculationExcel
ExcelForum
Helloeveryone,
ineedtoprapareincentivefor3QuatersoftheyearQ1,Q2&Q3.
thebalanceinQ1,Q2&Q3isavailablebuttheincentiveslapislike
Incentiveforsourcingincrementaldepositofamount1.0MIllion
Tier1upto5.0Mio750
Tier25.0<25.0mio850
Tier325.0mioandabove1000
ifihavetheIncrementalbalanceofQ1,Q2andQ3is1000.00,7141164.43&0.00
thenwhatwillbetheresult
ihopeimclearenoughtoexplainmyproblem.
pleaseadviseASAP
thanksinadvance
Wajih
AskYourOwnQuestion
NestedIfFormulaHelpExcel
ExcelForum
DearAll,
IdohaveaDropDownListof4Storesnamely(H012,H013,H014&H015)intheWorkbook(Name:Calculator)&
SheetName:CalculatoratCell#D4whichhelpsincalculatingtheIncentiveamount.
Thedatasampleisasfollows:
FileName:Calculator.Xls,SheetName:Calculator
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DropDownList(=D4)ContainstheStorenames(H012,H013,H014&H015)
H015(D4)
Department(B15)
Designation(C15)
IncentiveDetails(D15)
Month1(E15)
FMCG
Staff
Incentive
816
TheincentiveamountofstaffforH012/H013/H014areasfollows(whenselectedthroughDropDownValidation
List):
H012=1023
H013=2216
H014=994
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
IamtryingtopopulatethedatatoanotherWorkbook(Namedayout)insuchawaythatwheneverdifferentstore
isselectedthroughDropDownthecorrespondingIncentiveAmountshouldgettransferredandshouldnotget
alteredincasesomeotherstoreisselectedinthedropdownlist.
MyexpectedresultareasfollowsinthePayOutFile(SheetName:Sheet1):
Month1
StoreName(A2)
StaffIncentive(B2)
H012
1023(B3)
H013
2216(B4)
H014
994(B5)
H015
816(B6)
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
IhaveputtheformulaetopopulatethedatafromCalculatorfiletoPayOutfileandtopreventthechangingofthe
sameeventhoughdifferentstoreisselected.
B3=IF(OR(A3=[Calculator.xls]Calculator!$D$4,[Calculator.xls]Calculator!$D$4A4,
[Calculator.xls]Calculator!$D$4A5,[Calculator.xls]Calculator!$D$4A6),[Calculator.xls]Calculator!$E$16,0)
B4=IF(OR(A4=[Calculator.xls]Calculator!$D$4,[Calculator.xls]Calculator!$D$4A3,
[Calculator.xls]Calculator!$D$4A6,[Calculator.xls]Calculator!$D$4A7),[Calculator.xls]Calculator!$E$16,0)
B5=IF(OR(A5=[Calculator.xls]Calculator!$D$4,[Calculator.xls]Calculator!$D$4A3,
[Calculator.xls]Calculator!$D$4A4,[Calculator.xls]Calculator!$D$4A6),[Calculator.xls]Calculator!$E$16,0)
B6=IF(OR(A6=[Calculator.xls]Calculator!$D$4,[Calculator.xls]Calculator!$D$4A3,
[Calculator.xls]Calculator!$D$4A4,[Calculator.xls]Calculator!$D$4A5),[Calculator.xls]Calculator!$E$16,0)
Buttheaboveformulaearedeliveringthefollowingresultandnottheexpectedresultasmentionedabove:
Month1
StoreName(A2)
StaffIncentive9B2)
H012
816
H013
816
H014
816
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H015
816
Couldsomebodyhelpmeoutinfixingthisformulasothatcorrectincentiveamountareplacedproperlyandnot
changedeventhoughdifferentstoreisselectedthroughdropdownlist?
Thanks
AskYourOwnQuestion
MoreFormulaTweaksExcel
ExcelForum
Sometimesevenafteryouhavesolvedtheproblemyouraudiencestillarenotsatisfied.Previouslyweused:
=IF(COUNT(AA2:AC2)=3,IF(OR(AA2>15000,AB2>15000,AC2>15000),IF(OR(AA2>20000,AB2>20000,AC2>20000),IF(OR
2"),"Incentive1"),"InsufficientData")
tolookataresultforeachmonthoftestresultsinaquarterandto:
1)giveanincentivepaymentisthetargetwasreachedIncentive1
2)giveanencouragementpaymentifanintermediatetargetwasreached,Incentive2
3)issueaCARorcorrectiveactionrequestforafailingresult
4)issuea"commentforaresultclosetotheencouragementpayment.
5)indicateinsufficientdataornopaymentiftherewerelessthan3testresults
Item5wasrejectedandinitsplacewewanttosaythatifforagivenquarteryouhavelessthan3results(occurs
<5%ofthetimeandtypicallyonly1resultismissingwewanttocalculatethepaymentmaystillbeincentive1
orincentive2basedontheaverageofthelast12availableresults.
Meaningifwehad2resultsforthisquarterwewouldlookbackandcapturetheprior1otaketheaverageofthe
12anddecideonpaymentrelativetothetargetvalueof15000(incentive1)and20,000(incentive2).NoCAR
orcommentcomponentisneededforthislasttwist.
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Soinlieuof"insufficientdata"Iwanttosayiflessthan3resultsaveragethelast12resultsandapplythesame
meanstesttodetermineifpaymentisincentive1orincentive2.Average>=15,000=incentive1.Average
>15,000butlessthanor=to20000=incentive2
TrustmeItrieditonmyowntryingtowritereplacementcodeatthe"insufficientdata"statementoftheIFformula
butIcouldnotgetit.
Thanksagain
AlsoIfeltifIaddedittothelastpostnoonewouldrespondthinkingitwasclosed.
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PivotCalculatedFieldIssueExcel
ExcelForum
IhaveacurrentpivotinExcel2003.
TabledetailsIndividualnamesinRowsanddatacomprises"count"noofsales,"sum"ofachievementand
individualsmonthlytarget.
ThetargetDataisan"average"asthesheetthatfeedsthepivotautopopulatesthetargetagainstproduct
identifiersetc.
WhatIamtryingtodoisenteracalculatedfield=achievement/target,howevertheresultappearstoreturn
achievementagainsttotaltargetasopposedtoachievementagainstaveragetarget.
Isthereanywaytoovercomethis?
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FormulaForInbetweenExcel
ExcelForum
Hi...
<90%Incentive$00.00
90%100%Incentive$10.00
111%120%Incentive$30.00
121%>Incentive$50.00
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
Needhelponhowtoconstructformula..requiredinExcel
Thnx
Solanki
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CommissionFormulaCalculatingOff
WrongCellHelp!Excel
ExcelForum
Hi,
IambynomeansanExcelexpert.IamworkingwithsomesalespersoncommissionspreadsheetsthatI've
cleanedup,butwhoseformulaswerewrittenbysomeonenolongerwiththecompany.
Ihavefoundanerrorinacalculation.Iamattachingtothisablankcopyofthespreadsheettoshowtheproblem.
1.Eachsalespersonisgivingasalesgoal.(C12)
2.Theyarepaidaflatbonusdependingontheirachievementtothatgoal(L16)Thatlookupworksfine.
3.Wealsokeeptrackofthecashreceiptsfromtheiraccountseachmonthandtheyarepaidapercentageof
cashreceiptsaspartoftheirbonus,HOWEVER,thepercentagepaidisbasedon#2,theirachievement
percentagetogoal.
4.SO,whenIkeytheirsalesintoC12anditcalculateswhatpercentageofgoaltheyreachedinH16itSHOULD
thendropthecashreceiptsnumberinC13downintothetable(A)titled"IncentivePayment"(bottomleft)inthe
properspotbasedonpercentagetogoalinthetablejustabovewhereitreads"BasedonSales".
5.However,asyoucanseebythisexamplespreadsheet,thispersonhadagoalof$21,000theysold$21,000so
thatis100%ofgoal.Theyhad$18,000incashreceipts.Therefore,that$18,000shoulddropintothetablebelow
inthe"$20,000$25,000"line(D32)andbepaidat3.5%andthatnumberendsupinL12.Iftheyhadsold
$25,000the$18,000wouldbepaidat4%andshoulddropdowntoD33.
Clearly,thecashreceiptsnumberisnotbeingdroppedintotherightspotontheIncentivePaymenttable.But,to
behonest,I'mnotseeinganythingintheformulathatwouldlookupwhatpercentageitshouldbepaidatandtellit
wheretolandinthetable.Endresult,youenduppayingasalespersonthewrongpercentageofmanuallytyping
theircashreceiptsnumberintothetableintherightspotbasedontheirsales.
IhopeImadethisclear.Itrytoexplainwithoutgoingoverboard.Iamsolostastohowtofixthisand,yes,we
havecaughterrorsluckilybeforeanyonewaspaidincorrectly.
Doesanyoneknowhowtosetthisupcorrectlysoitdoeswhatitshould?
Mydeepestthanks!(Inadvance)
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ModifyingAFormulaExcel
ExcelForum
http://www.mrexcel.com/board2/viewto...526&highlight=
Theaboveistheoriginaltread.IamtryingtotweaktheIFstatementsothattheformula:
1)looksforthree(3)resultsincurrentquarter
2)if3resultsarefounditcheckstoseeifanyresulthasexceededtheTargetamountof15,000Maxoralternate
targetof20,000max
3)Ifthetargethasnotbeenexceededitreturns"incentive1,ifthealternatehasnotbeenexceededitreturns
incentive2
4)asperstep2italsocheckstoseeifahighvaluehasexceeded25000andifithasitreturns"CAR"ifnotit
returns"Comment"
5)Thechangeisthatifatstep1therearelessthan3resultsforthequarter,itpullsthelast12resultsavailable
anddeterminesiftheanswershoulldbeincentive1orincentive2
Thischangeallowsthesystemtomakeapaymenttoaparticipantif1ormoreresultsaremissingforthegiven
quarter,providedthelongtermrecordisgood.Theexistingformulawillnotpayforlessthan3resultsinthe
currentquarter
Anyhelpwouldbemuchappreciated.
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HowToCalculatePerformanceBonus
BasedOnTheNegativeTarget?Excel
ExcelForum
DearAll,
IdohaveadatasetfromC1:D4asfollows:
Particulars(C1)
Value(D1)
Target
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ExcelHowToSolveComplicatedIncentiveCalculation?DearAllIneed...FreeExcelHelp
100
Actual
150
%Achievement
0%(D4)
Thetargetforlossshouldbeconfinedwithin100.Ifthevaluecrosses100thenthedepartmentwillnotbe
eligibleforanybonus.
IntheaboveIhaveputaformulainD4=IF(D3>=D2,D3/D2,0)
NowIneedtoderivethePerformance%inD4asperthefollowingmatrix:
LossRange
%Achievement
0to25
100%
25to50
50%
50to75
25%
75to100
0%
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IsthereanywayIcancalculatethesame?
Thanks
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DefaultValueForPullDownMenu
Excel
ExcelForum
I'mworkingonaspreadsheetforperformancereviews.
ManagersneedtoprovideeachemployeeaRating.Theseratingsarealphanumeric.Thenextcolumnisan
incentivevariablewhichmanagersneedtoprovideandthevaluesareinthepulldownmenu.Ineedtoseta
defaultsothemaximumincentivevariableapplies.
Grade:1A
IncentiveVariables:1.5,1.49,1.48,1.47,1.46....1.25defaultwouldbe1.5
Grade:1B
IncentiveVariables:1.25,1.24,1.23,1.22....1.15defaultwouldbe1.25
However,ifanemployee'sincentivecategory(notenotvariable)isquarterlycustomerservicebonus,orbusiness
performancebonus,thentheycanstilladdinagrade,buttheincentivevariableandstatusneedstobe'not
eligible'.
HowdoIgoaboutaddingadefaultandautomaticallychangethevariablesforQCSBtoNoteligible?
There'sabout10differentgradesandthere'sabout15differentincentivecategories.
Thankyouinadvance
Iknowverybasicexcel
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FormulaHelpExcel
ExcelForum
Ineedsomehelpwithaformula.
It'sanifstatement,butIcan'tgetittoworkwithoutgivingmeafalseinoneinstance.
Let'sassume:
IncentiveA=CellA26
IncentiveB=CellA34
IncentiveC=CellA51
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IncentiveD=CellA92
IncentiveE=Cell154
IncentiveF=Cell170
CellA92ismykey.IfthatcellisazeroIwantasumofonlycellsA26,A34andA51.
IfCellA92hasafigure,let'ssay$50,thenIwantasumofA26,A34,A51,A92,A154andA170.
Iinitiallywrotemyformulaas:
=if(A92=0,sum(A26,A34,A51,ifA92>1,sum(A26,A34,A51,A92,A154,A170)))
WorksgreatififIhaveazeroinA92...butifIhavemoneyinA92Igetafalse.
SowhatamImissing?????
Thanksinadvanceforthehelp.
AskYourOwnQuestion
Here'sAFunOne.IncentiveFormula
InTieredStructure.Excel
ExcelForum
I'mworkingonthisandassimpleasitis,I'mhavingamajorbrainfarttonightandforgettingallmyeducationon
thisfromschool.
BasicallywhatIamwantingtodo,isbeabletoputinlastyearssalesundertheLYcolumn(exampleattached)
andhavetheincentivestructureautocalculatewhatthepotentialbonuswouldbeifa5%increaseismet,10%,
15%,20%,25%,and30%.ThewaythisworksisnotedabovePLUS1/4%oftotalsales.(.25%oftotalsales,not
25%).
Sobetween25kand50kwitha10%increasewouldresultin.25%oftotalsalesplus$150.
Anybodywhocouldgetmeonmyway,itwouldbegreatlyappreciated!
Iusuallylovedoingthisstuffbutforsomereason,I'mdrawingblankstonight.Thisoldagestuffisforthebirds!
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TamingAFormulaExcel
ExcelForum
HereistheformulaatW2asprovidedandeditedpreviously
=IF(OR(T2>15000,U2>15000,V2>15000),IF(OR(T2>20000,U2>20000,V2>20000),IF(OR(T2>25000,U2>25000,V2>25000
2"),"Incentive1")
Theformulalooksatthreeresultsforaquarter,comparesittoaTargetvalueandanintermediatetargetvalue
andgivesalevel1orlevel2incentive,orissuesaCAR(correctiveactionrequest)ora"comment"
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IwastryingtoeditittoresolvetheproblemthatifT2,U2andV2(E.GQ1March,AprilandMay)isnotfully
populated(e.g.02resultsvs3)theformuladefaultsto"NotenoughSamples".
Iused=ifcountif(T2:V2
15000,U2>15000,V2>15000),IF(OR(T2>20000,U2>20000,V2>20000),IF(OR(T2>25000,U2>25000,V2>25000),"CAR","Co
2"),"Incentive1")
Ithinkthiswouldworkwithsomecorrection
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NeedSomeHelpFiguringThisOut.
Excel
ExcelForum
Ihavejustbeentaskedwithkeepingtrackofanemployeesales
incentiveatmyworkplace.
Ihavenoideahowtoimplementthisinexcelwithouttrackingthenumbersmanually,butthereareover50
employeesandwouldpreferamoreautomatedprocess.
Thisemployeeincentiveworkslikeso:
Theemployeeshaveastartingsalestarget.Iftheincomeofafollowingweekisgreaterthanthestartingtarget,
thatnumberbecomestheircurrenttarget.
ie.Paul'sgoalis500$,oneweekhesells$400anddoesn'tmeethistarget.Thenextweekhesells505$,sohe
hasbeatenhistarget,and505$ishisnewtarget.
Onevery5thtargetbeaten,theyreceiveabonusontheirpaycheques.
Hopefullythatisunderstandable.
Hereisacopyoftheworkbookwithsomesampledata.
http://www.megaupload.com/?d=J70ZY16T
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Thanksforanyhelp.
AskYourOwnQuestion
FxToGetThePercentageBasedIn
ValueRangeExcel
ExcelForum
Hi,Ihavethefollowingtable:
LowHighIncentive%90,000999,9990.02580,00090,0000.0270,00080,0000.01560,00070,0000.01
60,0000.005
Ineedaformulathatcangivemetheincentive&basedontheactualrevenuesrange.Example,aunithasactual
revenueof$66,583sotheincentive%wouldbe.001.
Thanks!
AskYourOwnQuestion
ExponentialDecreasingFunction
IncentiveModelExcel
ExcelForum
Dearall
Mycompanyissellingsoftwaresubscribtions.Theincentivemodelwassofartocalculatethebasisforbonusto
thesalespeople,astherevenuefortherestofthecalenderyearonthesubscribtion.
Thesubsribtiongeneratesarevenueof$100/month.Ifthesalespersonsellthesubscribtionijanuarythebasisof
thebonuscalculationis12*100.Ifthethesalespersonsellthesubscribtioninoctoberthebasisofthebonus
calculationis2*100.
Thehatchhereisoffcausethatthesalespeoplewilltrytodelaysalesinthelastmonthsoftheyearintonext
yearformaximizationoftotalbonusamount
WhatIwanttodoistomakeabonusmodelinexcelthatencouragesalesasfastaspossiblenomatterthe
monthoftheyear.Iamthinkingofafexponentialdecreasingfunctionabitliketheoneintheattachedsheet.It's
dependentoftheperiod.IusethePPMTfunction.Ex.Intheattachedsheetifasaleismadeinoctoberitwill
resultinabasisofbonuscalculationof$200.IfIusethePPMTfunctionthebasisofbonuscalculationis$598,
whichfulfillmypurpose.TheonlyproblemisthatmyuseofthePPMTfunctiondoesn'tsumupto12*100=1200.
Anysuggestions?
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FormulaOrMacro??Excel
ExcelForum
Ihaveaworkbookthatwillconsistoftwoworksheets.WhatIneedtodoishaveavaluefromsheetonepopulate
intosheettwowhennumbersonbothtabsmatch.Forexample,SheetOnewouldhave:
ColumnA=Employee#
ColumnB=IncentiveAmount
Sheettwowouldhave:
ColumnA=Employee#
ColumnN=Incentiveamount
IwanttouseamacrooraformulathatwilllookforamatchbetweensheetoneandsheettwofortheEmployee#
andtaketheincentiveamountthatisonSheetOneandenteritintoColumnNonSheet2.
Anyhelpwouldbegreatlyappreciated!!!
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