Skip to main content

Solution for KPIs calculation on Salesforce

A solution that enables easy bonuses and KPIs calculation captured in Salesforce Reports

Published by admin
18 January 2021

Project description


The Jar House company is a forward-thinking, non-traditional real estate brokerage based in the US. The process of selling real estate involves employees from different departments who carry out their specific tasks. The effectiveness of the entire sales process is composed of the effectiveness of each employee involved in the process. To increase the overall work productivity, the Jar House company implemented a flexible system of material bonuses that are accrued, depending on how well employees cope with their tasks. Employee’s performance has been captured in Salesforce Reports. And bonuses, initially calculated using linear interpolation formulas and a special table in Excel, were manually transferred to an Excel spreadsheet. Linear interpolation formulas in Excel have calculated the final value of material bonuses for each employee.


  • Necessary to create an application for Salesforce that will automatically calculate the number of bonuses that should be accrued to each employee, depending on the results obtained in Salesforce Reports;
  • Avoid human mistakes risks when working with both systems: Salesforce and Excel;
  • Automate the calculation process and decrease the time required for calculations;
  • A transparent system of calculation with easy to set up access rights and permissions.

Project scope

An application has been developed that uses Reporting Snapshot to download employee KPI values ​​from Salesforce Reports. The uploaded value is calculated based on special scales, linear interpolation formulas, calculation formulas, and benchmark formulas. The application allows you to independently enter metrics for which bonuses are awarded. The application allows, if necessary, to manually edit the values ​​of accrued bonuses for employees. The application can calculate bonuses both by pressing a special key and on a predetermined date.


  • Jar House has received a flexible application that allows you to define material bonuses for employees without using third-party applications and services;
  • The process of calculating bonuses has become automated and does not require much time for constant manual work.
Start your project now
  • 2 Salesforce Developers
  • 1 Technical Architect
  • 1 Project Manager
  • 1 QA Engineer
  • APEX
  • Git
  • JIRA
  • Salesforce Data Loader
  • 1 month

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

Related Articles
All articles
Native IT Service Management solution for Salesforce®
There are numerous ITSM options on the market, the most prominent of which are: Freshservice, ServiceNow, BMC Remedy, SolarWinds Service Desk, and so on. They are all outside of the Salesforce system, necessitate additional user training, and have the potential to complicate the business process. As a result, many Salesforce clients seek native ITSM Salesforce solutions to consolidate all processes on a single platform. This was a project for our group.
20 September 2022
7 reasons Why you should attend Dreamforce 2022
Have you ever wanted to be a part of a big community of like-minded people united by common goals, and values, passionate about learning new things, making friends, sharing experiences and simply having fun? We bet you have. That is what Dreamforce is about! We get that it may not be physically that easy to attend the event but it may be as hard to have enough spare time and motivation to watch it online. Here are 7 reasons why you should become a part of the biggest Salesforce event of the year.
20 September 2022
10 Effective ways to upsell Salesforce® to existing customers
When many companies look to increase their revenue, it's important to work with your most valuable potential market: your current customers. Given that acquiring a new customer costs 5 to 25 times more than retaining a current one, working on upselling and cross-selling is a much more profitable way to grow your business.
01 September 2022