Compute Commissions

Before you proceed, check if these steps have been completed:

• Fetch Data
  
  

The records that you want to process for this computation should be fetched and reviewed in Data | Raw Data.

• Assign Plan
  
  

All users for whom earnings will be computed should be assigned plans for the time period.

Run a new Computation

Add Details

1. Give a name for this Computation Run for e.g. Q2-2023 AE. This name can be used to access this commission payout cycle 
2. Select the Data Stream based on which the earnings will be computed.
3. Select the 

• Start Date (date of the earliest record in the data set); and the 
• End Date (date of the latest record in the data set).

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Review Transactions

1. Review the transactions that the commission will be processed for. For eg. are all deals included, are the deal amounts and other fields correct. 
2. If there are any changes needed, then the details can be modified here simply by double clicking on the cell and typing out the new value. Please note that the changes will not be updated in the source system (CRM, Billing System etc.) 

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Payee List

1. Review the list of payees that will be credited for this deal and this includes deal owners, their managers, overlays.
2. Overlay Credit: If there is a need to add more payees who should receive credit then they can be added for eg. sales engineers, solutions architects, partner managers, BDRs etc.
3. Deal Split: There could be a case where credit for a deal could be split equally between two poyees called teaming. That can be taken care of by adjusting the deal credit from 100% to 50% for both payees.
4. If the default deal credits are correct, then you can skip it by clicking Next.

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Quota Variable Review 

1. Review the quota and variables of the payees since both have a significant impact on the commission calculations. This feature is very helpful if your business is fast paced and dynamic then chances are that the quotas change within the same year
2. If this doesn't apply to you then you skip it by clicking Next.

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Computational Data

1. Review the components (New Business Commission, Annual Performance Bonus). If there’s a component that does not need to be processed for commissions then change its status to ‘Held’.
2. If the components look right, then you can skip it by clicking Next. 

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Review & Submit

1. The commission calculations have now been done and are available for your review. Validate the commission calculations and click “Submit”.
2. If there are doubts and you don’t want to Submit them just yet then you can also “Save to Drafts” and get back to them later. Please note that the computations that are saved to drafts can be deleted and the computation can be restarted from scratch.

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