Commissions
Commissions are the records produced from commission plans. Use this page to review calculated amounts, status, ownership, and the source records behind the payout.
Commission records
Section titled “Commission records”A commission record usually answers:
- who earned it
- which plan produced it
- what source record triggered it
- how much was calculated
- what status it is in
- when it was created or updated
Review workflow
Section titled “Review workflow”- Open Commissions from the Performance section.
- Filter by plan, owner, period, or status.
- Review the source record when an amount looks unexpected.
- Resolve exceptions before payout.