The query for the sales dashboard is tied to the commission setup in Ax. For a given sales group, if there is a commission setup in Ax, then the group is shown on the board. If a sales group exists without any commission setup, then it’s excluded from the reporting dashboard. So, for example, some of the locations have a “House” salesman that they want to show up. In order to do that, they just need to go in and add a commission percentage setup to the “House” sales group. Likewise, if they want to exclude a particular group, they need to remove the commission setup on the group. If that isn’t possible for whatever reason, then other measures need to be developed to display the data.
Adding Salesmen to Sales Dashboard Print
Modified on: Mon, Jan 4, 2021 at 9:25 AM
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