Formula Fields
Define a calculation once, against the record it belongs to, and every list, report and export uses the same number.
Illustrative UI only. Data and individuals shown are fictitious; any resemblance to real persons or data is coincidental.
Calculations live on the object
Premium splits, commission percentages and net figures are defined once against the record, not rebuilt in each report.
Reach across relationships
A formula can pull from a related record, and from records related to that one, so values follow the chain.
Stored in a real column
Results sit in an actual database column, so they can be filtered, sorted and reported on like any other field.
Configured, not coded
Administrators add and change formulas as the business changes. There is no release cycle in the way.
Why we like this one
Most commission disputes are not disagreements about the rate. They are two spreadsheets that calculated it slightly differently. Putting the formula on the record, in a column everything else reads from, removes the second spreadsheet entirely.
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