Salary Calculation help please

[Nth20]

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?

[Ashif Malayil]

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.

[Nth20]

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!

[Nth20]

Can you please help?

[dreginald]

I suggest, you need create a new entity (Base/Base Plus) - Salary Calculations and relate one to many with Bookings. Write required formula to calculate as per your logic with suitable report filters to get the Salary for each month and each employee, based on the profit in the bookings entity.

[Nth20]

Thank you very much Dreginald. My current entity named Booking and the field in this custome entity is Profilt so now I need to create another custom entity called Salary Calculations (photo attached) then creat link one-to-many. In the 2nd photo attached when I creat the link, what should I put in Name and Lable on the right please?
Then do I need to create a field named Salary in the Salary Calculations entity and put the required formula? What will be the formula please? I am sorry that I'm not good at this so hope you will help with detailed instructions please. Thank you very much!