How to create margin-based deals
The cost toggle is useful for displaying the Margin of a deal and calculating the commission based on the margin.
How to display margin information
1
In the deal edit mode switch the Cost toggle ON.
2
Margin will be automatically calculated as soon as you fill in the
Amount and
Cost fields. The same applies to deals with Deal Items.
3
Click on the
Show full deal link to display margin calculation.
How to calculate commission from the margin
1
In the deal edit mode switch the Commission toggle ON.
2
Turn the Cost toggle ON to enable selecting commission base. Choose from the drop-down:
- Margin (Amount less cost): The commission is calculated based on the margin.
- Amount: The commission is calculated based on the deal amount.
3
Click on one of the options to apply it → Save the deal.
4
Click on the
Show full deal link to display margin and commission calculations.
Notes:
- If only the Commission toggle is on, the commission is calculated as a percentage of the deal amount.
