Commission rules and review

Purpose

Configure approved percentages and review source deals and beneficiaries.

Before you start#

• CRM pipelines and stages

Step by step#

1. 1

   To configure, open CRM → Settings → Commissions; the Commissions page is where you review results.

2. 2

   In New Rule, choose Role, Scope and Pipeline when needed.

3. 3

   Set Percentage, Calculation Base and Priority (tie-breaker) using company-approved values.

4. 4

   Available bases are Deal Amount, Item Total and Margin (Amount − Estimated Cost).

5. 5

   Save and check the Active option. Rules apply when the deal is marked as Won.

6. 6

   Open Commissions and review totals, beneficiaries and won deals using the available filters.

7. 7

   Do not assume automatic payment on receipt in finance or target-based tiers; check the settings actually offered.