Commissions

Track, calculate, and manage sales commissions for your team. Commissions are automatically calculated when deals are won (or invoices paid), and flow through an approval workflow before payout.

Enabling Commissions

Commissions are disabled by default. To enable:

1. Navigate to CRM → Settings
2. Open the General tab
3. Toggle Enable commissions on
4. Configure the commission trigger, default rate, and approval settings
5. Click through — the Commissions page now appears in the CRM sidebar

Commission Settings

Once enabled, the General settings tab shows four configuration options:

Commission Trigger

Choose when commissions are created:

Default Commission Rate

Set the workspace-wide fallback commission percentage. This is used when no deal-level, rep-level, or price book rate is configured.

The full priority chain for commission rates:

1. Deal override — commission rate set directly on the deal
2. Sales rep rate — the rep's personal commission percentage
3. Price book rate — the default rate from the rep's assigned price book
4. Workspace default — the rate configured here in CRM Settings
5. System fallback — 30% (only used if nothing else is set)

Require Manager Approval

When enabled (default), commissions are created with Pending status and require a manager to approve before they become payable. When disabled, commissions are auto-approved.

Accessing Commissions

Navigate to CRM → Commissions (/crm/commissions).

If commissions are not enabled for your workspace, you'll see a message directing you to ask an admin to enable the feature in CRM Settings.

Commission Lifecycle

Commissions flow through these statuses:

Deal Won (or Invoice Paid) → Pending → Approved → Paid

Commission Page

Status Tabs

Filter commissions by status:

Summary Cards

Three cards at the top provide an at-a-glance financial overview:

• Pending — total dollar amount and count of pending commissions
• Approved — total dollar amount and count of approved commissions
• Paid — total dollar amount and count of paid commissions

Commission Table

Each commission record shows:

How Commissions Are Calculated

Automatic Calculation

When the configured trigger fires (deal won or invoice paid):

1. System checks if the deal has a value > 0 and a sales rep assigned
2. Looks up the commission rate using the priority chain (deal → rep → price book → workspace default → 30%)
3. Calculates: Commission Amount = Deal Value × Commission Rate
4. Creates a commission record with status Pending (or Approved if auto-approval is enabled)
5. Updates the deal record with commission_pct and commission_amount

Commission Rate Sources

Managing Commissions

Approving Commissions

1. Go to Commissions and click the Pending tab
2. Review the deal, amount, and rate
3. Click Approve on each commission

Bulk Actions

Two bulk action buttons are available in the toolbar:

• Approve All — approves all pending commissions at once
• Pay All — marks all approved commissions as paid

Each button is only enabled when there are eligible commissions.

Marking as Paid

After disbursing payment:

1. Find the approved commission
2. Click Mark Paid
3. The payment date is automatically set to today

Cancelling

To void a commission, update its status to Cancelled. This does not affect the underlying deal.

One Commission Per Deal

Each deal can have only one commission record (enforced by a database unique constraint on deal_id). If a deal's commission needs to change, update the existing record rather than creating a new one.

Integration with Finance

When both CRM and Finance modules are active:

• Use the Invoice Paid trigger for commissions tied to actual revenue collection
• Commissions are tracked alongside expense and payroll records in Finance
• Commission amounts appear in financial reporting

Best Practices

• Keep rates simple — a clear rate structure reduces disputes
• Review weekly — approve pending commissions on a regular cadence
• Set workspace defaults — configure the default rate in CRM Settings so every deal has a baseline
• Use rep-level rates — customize rates per rep for different roles or seniority levels
• Enable approval — the approval step catches errors before payout

Next Steps

• Deals — where commissions originate
• CRM Settings — configure commission rates and triggers
• Analytics — track revenue and team performance