Keep running total of fee paid across transactions in given time period

Hello Everyone,

I have a business with several representatives that are charged a certain fee per transaction up to a certain amount that resets every year. Each rep’s start date for this fee cycle is different and the fee varies based on the amount of the transaction.

I keep track of the sales on a board named “Transactions” and keep the reps on a board called “Agents”

I would like to automate this and I can do a lot of it using formulas and automations. The part i am stuck on is how to keep a running total of the amount paid so far in the period.

Can someone point me in the right direction?


Hey @psperry,

We might require some visual context to ensure we are understanding correctly… that being said, is it possible for you to utilise the connect and mirror column to mirror the transactions to date into the relevant board? I am assuming this number is one of the boards, and the issue is pulling/measuring this data in your agents/transactions board? Is this the case?

Apologies if I’ve misunderstood the request here :pray: