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?