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Commission Report

Track sales commissions earned, approved, and paid across the sales team.

Accessing the Report​

Reports > General > Commission

Required Permission​

View All Commission - Required to see all salespeople's commissions. Without it, users see only their own.

Key Metrics​

MetricDescription
SalespersonCommission earner
ProjectRelated project
Contract ValueProject amount
Commission %Rate applied
Commission AmountCalculated amount
StatusPending/Approved/Paid
Date EarnedWhen earned

Available Filters​

FilterDescription
Date RangeCommission earned date
SalespersonIndividual or all
StatusPending, Approved, Paid
Commission TypeDifferent plans

Commission Status Flow​

Pending​

  • Commission calculated
  • Awaiting manager approval
  • May require verification

Approved​

  • Manager confirmed
  • Ready for payment
  • In payroll queue
  • Commission disbursed
  • Check or deposit issued
  • Record complete

Commission Calculation​

Common calculation methods:

Percentage of Sale​

Commission = Contract Value × Commission Rate

Tiered Commission​

Higher rates for higher volume:

  • First $500K: 3%
  • Next $500K: 4%
  • Over $1M: 5%

Margin-Based​

Tied to profitability:

Commission = Gross Profit × Commission Rate

Report Views​

By Salesperson​

Summary per rep:

  • Total commissions
  • By status
  • YTD totals

By Project​

Commission per project:

  • Contract value
  • Commission earned
  • Payment status

By Period​

Time-based analysis:

  • Monthly totals
  • Quarterly rollups
  • Comparison to goals

Payroll Processing​

Export for Payroll​

  1. Filter by status = Approved
  2. Set date range for pay period
  3. Export CSV
  4. Import to payroll system
  5. Mark as Paid after processing

Reconciliation​

  • Match to payroll records
  • Verify calculations
  • Address discrepancies

Export Options​

Click Export CSV to download:

  • Commission details
  • For payroll processing
  • Historical records

Tips​

  • Process commissions regularly (weekly/bi-weekly)
  • Keep clear approval workflow
  • Document any adjustments
  • Reconcile monthly minimum