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Sales Scorecard with Maximum Values

lizzie
in Calculation Engine (Define Fields)

Featured Replies

Greetings

I am busy creating a Sales Scorecord whereby we track various elements of our Sales Team Member's daily activities.

My point system allows for x points per activity measured with a maximum amount of points being earned per criteria. e.g. a sales person can earn 1 point per sales course taken online, with a maximum of 5 points being earned in a given month.

Can anyone assist me with a calculation which allows for this so-called maximum value.

Many thanks!

  • Author

Worked it out!

I perform the first calculation e.g if it's 0.5 points per exam then I take the total number of exams and divide this by two. If the total amount of points to be earned is 5 points, I then use an "If calculation" and state "If ( AST Exam Points ≤ 5 ; AST Exam Points ; 5 )"

LOL

IOW:

Min ( AST Exam Points ; 5 )

  • Author

Thank you!

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