Salary Calculation help please

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  • Nth20
    Member
    • Jun 2025
    • 42

    #1

    Salary Calculation help please

    Hello,
    I want to show the salary monthly for my team to see.
    The salary = 14% x Total profit of that month devides number of employees (can be put manually or in a field). All the fields are located in the custom entity called Bookings (changed from Leads originally).
    For example, I have 5 employees and the profit is each booking, booking A has profit $50, booking B has profit 60$, booking C has profit 70$. The total profit for these bookings is $180 and the number of employees is 5 so the salary is 14%x$180/5 = $ 5.04. Each booking (lead) has profit field and date fields so I can specify the month of those bookings.
    How can I do this and show it in the report please?
    Last edited by Nth20; Today, 03:23 AM.
  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 232

    #2
    To create a monthly salary report in EspoCRM for your team (14% of total profit divided by number of employees), follow these steps:
    1. Ensure Fields: Confirm the "Bookings" entity has a "Profit" (Currency) and "Date" field.
    2. Create Grid Report:
      • Go to Reports > Create Grid Report.
      • Entity: Bookings.
      • Group By: MONTH: Date. (after booking completed you can update the date using workflow)
      • Columns: Add SUM: Profit (label: Total Profit).
      • Add a calculated column for salary: (SUM: Profit * 0.14) / 5 (for 5 employees, adjust as needed).
      • Add runtime filter: Date for month selection.
    3. Display: Add the report to a dashboard for team visibility.
    Note: You can create Custom module eg;- "Staffs", Create relationship with Booking, by using formula get the count. Profit for the month calculate through report filter and do the same salary calculation there.

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    • Nth20
      Member
      • Jun 2025
      • 42

      #3
      Hello Ashif, Thank you for your quick reply.
      Can you please be more specific about these?
      • Group By: MONTH: Date. (after booking completed you can update the date using workflow) - I don't need to update the completed date but actually I have 2 date fields in the Booking. One departure date and one return date (Passengers choose one date or both dates at their choice wether they want to book one-way or round-trip tickets). How can I include these both dates for the month?
      • Columns: Add SUM: Profit (label: Total Profit) - Can you please show me more specific steps about this?
      • Add a calculated column for salary: (SUM: Profit * 0.14) / 5 (for 5 employees, adjust as needed) - I don't know how I can do this too.
      • Add runtime filter: Date for month selection.
      I am sorry and look forward to hearing from you soon!

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