Commissions (Sales > Commissions) turn closed-won deals into payouts using plans that reference quota attainment. The system never edits the deal to compute pay; it reads deal value, term and credited users (owner, SDR, AE, manager).
Concepts
- Plan: rates, tiers, accelerators and which role it applies to.
- Credit: which user on the deal earns (ownerId, aeId, sdrId, managerId), possibly split.
- Period: usually monthly or quarterly, matching the quota period.
- Statement: the computed payout per user per period, with each contributing deal listed.
Setting up and running
- 1Create a plan under Sales > Commissions and assign it to roles or individuals.
- 2Make sure quotas exist for the period (Sales > Quotas) if the plan uses attainment tiers.
- 3Close deals as Won; they appear as commissionable for the period of the close date.
- 4Review the period statement, adjust with documented manual entries if needed, then approve.
A deal with a missing owner, value or close date will not be credited correctly. Fix the deal, not the statement, and recalculate.
Statements show compensation data; access is limited to managers and finance roles, and reps see only their own.