Commission Plans
A commission plan decides how much people earn from their work. It pays on the records a goal counts. For example, “50 per deal won”, “an amount based on the contract length”, or “5% of each won deal’s amount”.
Because plans pay on goal records, create the goal first. A plan can’t be saved without one.
Create a plan
Section titled “Create a plan”- Open Performance → Commission Plans.
- Click Create plan.
- Work through the three steps: Setup, Qualify, and Payout.
- Click Save plan.
Step 1: Setup
Section titled “Step 1: Setup”- Plan name and an optional Description.
- Currency — the currency the plan pays in.
- Pay period — Weekly, Monthly, Quarterly, or Yearly. Each person gets one statement per period.
- Pay — choose People, Teams (everyone in them), or both.
- Starts and an optional Ends date.
- Plan is active — inactive plans stop producing statements.
Step 2: Qualify
Section titled “Step 2: Qualify”Decide when someone earns the full payout:
- Always — everyone on the plan gets the payout.
- When all of these goals are achieved — every selected goal must reach its target in the period.
- When any of these goals is achieved — at least one selected goal must reach its target.
A person qualifies on their own target for a goal, or on their team’s target when they don’t have one.
Step 3: Payout
Section titled “Step 3: Payout”- Under Pay on the records counted by, choose the goal whose records are paid. Each record that goal counts for the person in the period earns a payout.
- Choose the Payout type:
| Payout | How it works |
|---|---|
| An amount per record → Same amount for every record | A flat amount, such as 50 per deal won. |
| An amount per record → From a property (rate card) | Pick a property (native or custom) and list an amount for each value, such as 12-month contract = 300. |
| A percentage of each record’s value | For example 5% of each deal’s amount. Add steps such as “from 100% goal progress, pay 7%”. The highest step reached applies to every record in the period. |
For rate cards, choose what happens When the value isn’t in the list: Use the nearest lower value (4 months pays the 3-month amount), Pay a default amount, or Pay nothing.
Percentages are paid in the workspace’s base currency, because record values are kept in it. Set the plan currency to your base currency to use them.
If the plan has a qualifying rule, also set When someone doesn’t qualify: Pay nothing, Pay an amount per record, or Pay a percentage of each record’s value.
Manage plans
Section titled “Manage plans”The plans list shows what each plan pays, which goal it is paid on, when people qualify, its period, and whether it is active. From a plan’s menu you can:
- Edit plan — open and pending statements are recalculated with the new rules.
- Recalculate now — refresh statements immediately instead of waiting for the hourly update.
- Delete plan — open and pending statements are removed. Approved and paid statements stay on record.
Permissions
Section titled “Permissions”commissions.view opens the page, and commissions.create, commissions.update, and commissions.delete control changes to plans.