Understanding Commissions: From Deal Won to Payout

The Commission Lifecycle

1. Rule Definition

A manager creates a commission rule specifying:

• What triggers it (e.g., Deal Won)
• The rate (e.g., 5% of deal value)
• Who it applies to (e.g., all Sales Reps)

2. Trigger Event

When a trigger event occurs (deal won, invoice paid, etc.), the system automatically:

1. Checks all active commission rules
2. Finds rules matching the entity type and trigger
3. Verifies the user's role matches the rule's role filter (if set)

3. Commission Creation

For each matching rule:

• Without splits: 100% of the commission goes to the entity owner
• With splits: Each split member gets their share (e.g., 60% to rep, 40% to manager)

Example:

• Deal value: 100,000,000 VND
• Commission rate: 5%
• Base commission: 5,000,000 VND
• If split 60/40: Rep gets 3,000,000, Manager gets 2,000,000

4. Status Tracking

Commission records move through statuses:

• Pending: Commission is calculated but awaiting approval
• Earned: Commission is confirmed and approved
• Paid Out: Commission has been paid to the team member
• Cancelled: Commission was voided

5. Payout

A manager clicks "Mark Paid Out" on an earned commission record to record the payment date and change status to "Paid Out."

Viewing Commissions

• My Commissions: See your own commission records and totals
• Team tab: Managers see all team members' commissions
• Time filters: View by Week, Month, Quarter, or Year
• Export: Download commission data as CSV/XLSX

Key Relationships

• Commission Rules → define HOW commissions are calculated
• Commission Records → individual commission entries created by rules
• Split Records → define HOW to divide a deal's commission among team members