Module 08 · Sales agents

Sales agents: commissions, targets and performance

Commissions for agents and managers are calculated according to the team hierarchy, with targets and a retroactive bonus.

Updated on

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In short

Commissions for agents and managers by team, targets with a retroactive bonus on the period's invoices and a ranking of agents.

5 features

What the module does

All of it is in the product today.

  • You build the team hierarchy with managers and members, and each manager gets an extra commission on the sales of their own members.
  • You set the commission rules with target thresholds and a retroactive bonus, which applies to all the invoices of the period as soon as the target is reached.
  • You choose the calculation period yourself: per invoice, daily, monthly or a custom date range.
  • We calculate individual commissions and the manager's extra commission on the team's sales.
  • We rank agents by sales, commission or number of invoices, with a dedicated performance dashboard and a report you can export.

How the commission is calculated

Sales teams are built as a hierarchy, with managers and members. Each agent gets their own commission on the invoices they sell, and the manager gets an extra commission on the sales of the members of their own team. Commission rules have target thresholds: when the agent reaches the target, the bonus applies retroactively to all the invoices of the period, not only to those after the threshold.

You choose the calculation period to match the way you pay your agents: per invoice, daily, monthly or for a date range. Commissions are calculated from the sales invoices, so they are not collected from each agent’s Excel sheets and not recounted at the end of the month.

Team performance

The performance dashboard ranks agents by sales, commission or number of invoices, and the report exports for the payment or for the team meeting. The invoices the commission is calculated on come from sales and purchasing, with the price levels and discounts you have set for your customers.

When the commission is paid to an employee together with the salary, it is part of the gross salary; you see the net amount they are left with in the gross to net salary calculator.

Related

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Reporting and analytics

Around 70 ready-made reports, the financial statements, the sales and purchase ledgers and reports that are emailed automatically.

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Human resources

The employee register, the salary calculator with bonuses and deductions, and the payroll list that goes into the accounts on its own.

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