Plan design, exceptions and approvals stay with your managers. The software applies the rules the same way every period.
Your plan, written as rules
Rates, tiers, accelerators, splits, overrides and clawbacks are rules with effective dates, so a mid-year change starts on its date and older deals keep their rule.
- Rates by product or margin
- Tiers and accelerators
- Splits and manager overrides
- Clawbacks on cancellations
Calculated from deals
Commissions come from closed and paid deals in your CRM, so a statement always matches the deal it came from.
- 1 Deal closed
- 2 Rules applied
- 3 Statement drafted
- 4 Manager approves
- 5 Sent to payroll
Statements reps can check
Each rep sees every deal, rule and amount behind their pay, plus pending deals that pay once collected.
✕One person's spreadsheet
✓Rules anyone can read
✕Disputes without detail
✓Line-by-line statements
✕Plan changes break formulas
✓Effective-dated rules
Approval and payroll export
Managers approve the period and send a clean export to payroll or your accountant. The software does not run payroll.
The system handles
- Calculating commissions
- Applying clawbacks
- Building rep statements
Your people decide
- Plan design
- Approving exceptions
- Resolving disputes
