Commissions
Commissions are worked out for you from your Commission Plans. Each person gets one statement per plan and period. The statement lists the records that were paid, whether the person qualified, and the total amount.
Review statements
Section titled “Review statements”Open Performance → Commissions. The table shows each statement’s person, plan, period, number of records, whether the person qualified, amount, adjustment, total, and status. Total for this view adds up the statements that match your filters.
Filter by Plans, Person, or Status. You only see statements for people inside your data visibility.
Click a statement to see:
- Qualification — each qualifying goal with its target, progress, and whether it was achieved;
- Records paid — every record with its date, value, amount, and how the amount was worked out (flat amount, rate card, percentage, and so on). Click Open to go to the record.
Statement lifecycle
Section titled “Statement lifecycle”Open -> Pending approval -> Approved -> Paid- Open — the period is still running. The statement updates every hour as records come in.
- Pending approval — the period has ended and the statement is waiting for review.
- Approved — confirmed. It is no longer recalculated.
- Paid — the payout has been made.
- Void — cancelled. It is no longer recalculated.
Actions
Section titled “Actions”| Action | Available when | What it does |
|---|---|---|
| Adjust | Open or pending approval | Adds or takes off an amount with a reason, for example for a refunded deal. Use a negative number to take off. |
| Approve | Pending approval | Confirms the statement. Only possible once the period has ended. |
| Mark paid | Approved | Records that the commission was paid. |
| Void | Open, pending approval, or approved | Cancels the statement. |
| Reopen | Approved or void | Sends the statement back to open (or pending approval, if the period has ended) so it is recalculated. |
These actions need the commissions.approve permission. Viewing statements needs commissions.view.