Sales commissions
Allocates revenue to each sales representative based on split percentages, measures quota attainment, applies the appropriate plan rate, and generates a payroll-ready file
How it works
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Upload a completed commission cycle
The rep calculation, the invoice detail, and the payroll upload tab as submitted
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Add the source files
Sales transactions, collections, plan tiers, the rep roster, and the adjustments for that cycle
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Skipper learns the commission rules
How split percentages allocate revenue, whether commissions are based on bookings or collections, which rate applies at each attainment threshold, and when adjustments are applied
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Upload the new transaction data each cycle
Skipper recalculates every representative, retains the invoice-level audit trail, and prepares the payroll upload
Input files
- sales_transactions_202X-07.xlsx Invoices with rep, product, net revenue, split percentage, and eligibility
- cash_collections_202X-07.xlsx Amounts collected against each invoice when commissions are based on collections
- commission_plans.xlsx Rate tiers by role, with the attainment threshold for each tier
- rep_roster.xlsx Reps, roles, managers, quotas, and payroll IDs
- commission_adjustments_202X-07.xlsx Incentive bonuses, clawbacks, and corrections approved during the cycle
Output workbook
sales_commissions_202X-07.xlsx
- Summary Period commission cost, quota attainment, and headcount
- Rep Calculation Credited revenue, collections, attainment, applied rate, adjustments, and total for each rep
- Invoice Detail The transaction-level audit trail supporting each representative’s total
- Payroll Upload Payroll ID, earning code, and amount, rounded to the cent