Commission Plans
Commission plans define the rules used to calculate payouts. Use them when compensation should follow a repeatable formula instead of manual spreadsheet work.
What a plan should define
Section titled “What a plan should define”A commission plan should make these decisions explicit:
- who the plan applies to
- which metric or event earns commission
- when commission is earned
- rate or tier rules
- effective dates
- exceptions or exclusions
Keep plan names specific, such as Sales Team 2026 Quarterly Plan.
Practical workflow
Section titled “Practical workflow”- Open Commission Plans from the Performance section.
- Create or open a plan.
- Define eligibility and calculation rules.
- Review the plan before activating it.
- Use Commissions to review generated records.