Profit Tracker - Commissions Data Needed
I used to use the old Budgets to track company commissions and the reporting for that was great. Profit Tracker's Commissions in the Insights section does not include important information that is very much needed -
Add who last updated the PT and date changes were made.
Date commissions are marked Paid - not latest update or modified... MARKED PAID.
Add Custom Fields. Our reps use generic logins from the company, but we update their names as "Assigned Project Manager". Insight's Commission only show the Sales Rep. For us, this is a general login and doesn't tell me WHO the commission belongs to when I download that report.
Ability to sort the sheet based on the above recommendations.
I currently have to run 2 different reports and combine them to get the information I need. I know PT is still fairly new, but these are much needed updates for proper reporting.