A commission is calculated, approved and paid
Who is involved
| Role | What they do |
|---|---|
| CRM administrator | Defines plans, asks the Copilot to calculate, approves and marks payouts paid. |
| Account executive | Sees their own payouts. |
Step by step
- CRM administrator
Creates a commission plan and chooses in Settings when commission is earned: won, invoiced or paid.
What they see:The plan is listed; the basis applies to all plans.
- Sales manager
Closes a deal as won for the account executive.
What they see:The deal is closed won.
- CRM administrator
Asks the Copilot to calculate the account executive's commission for the period.
What they see:A payout line per won deal with the amount, rate and commission; earned straight away if the basis is Won.
- CRM administrator
Optionally reminds the team managers about payouts waiting.
What they see:A count of managers reminded.
- CRM administrator
Approves each earned payout, then marks it paid.
What they see:The payout moves to Approved, then Paid, with the date.
- Account executive
Opens Commissions.
What they see:Their own approved and paid amounts only.
Who is told what
Each team manager receives one message in the notification bell with the number of payouts, reps and total amount waiting, when the administrator presses the reminder.