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Commission Calculation · Available now

Keep plan, run and payout decisions traceable.

Commission Calculation brings compensation plan review, dated earning schedules, period runs, statements and payout records into one operating cycle. Sales Operations maintains a plan and its components; Finance Leadership approves an in review plan.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewComp Plans Awaiting Approval
Commission Calculation · Comp plans

Comp Plans Awaiting Approval

Comp plans in one list

New comp plan
Comp plans in view
6
Total plan amount
3,530
In review
6
Plan numberPlan namePlan ownerPeriod startPeriod endTotal plan amount
CP-442982026 field sales base planLeo Barrera29 Oct06 Nov580
CP-849992026 enterprise account planIbrahim Saleh04 Nov07 Nov840
CP-589912026 renewals specialist planAmina Farouk12 Oct19 Oct700
CP-575202026 channel partner planCamila Torres24 Oct28 Oct420
CP-132632026 new business acceleratorIbrahim Saleh12 Oct20 Oct900
6 of 6 records
2026 field sales base planComp plans · CP-44298
In review
Plan ownerLeo Barrera
Period start29 Oct
Period end06 Nov
Total plan amount580
Total actual amount430
Plan approvalCP-44298 · 2026 field sales base plan

Finance Leadership decides an in review comp plans record.

Waiting for Finance Leadership
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

Plan and period work in one place

Every feature works on the same records. Pick one to see the screen your team works in.

Plan design

Review target and actual amounts by plan and component.

  • Plan header
  • Component detail
  • Decision trail
  • Comp plans
  • Comp plan components
  • Organizations
  • Reps
Explore plan design
OverviewMy Comp Plans
Commission Calculation · Plan design

My Comp Plans

Comp plans

New
Plan numberPlan namePlan ownerPeriod startPeriod endPlan status
CP-538592026 field sales base planJules Okonkwo22 Oct26 OctDraft
CP-448112026 enterprise account planAmina Farouk31 Oct09 NovIn review
CP-578332026 renewals specialist planJules Okonkwo26 Oct03 NovApproved
CP-765032026 channel partner planAmina Farouk27 Oct31 OctArchived
CP-398082026 new business acceleratorLeo Barrera20 Oct22 OctDraft
6 of 6 records
2026 field sales base planComp plans · CP-53859
Draft
Plan ownerJules Okonkwo
Period start22 Oct
Period end26 Oct
Example screen with sample data
Process

From plan review to payout

Plan review to payout record ships ready to use. One step needs a named approval before the work moves on: Plan approval (Finance Leadership).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Plan setup

    Record the period, organization, owner and plan components.

    2026 field sales base planCP-44298 · Sales Operations
    Plan setupBy Sales Operations

  2. Plan approval

    Finance Leadership approves an in review plan and leaves decision evidence.

    2026 field sales base planCP-44298 · Finance Leadership
    Plan approvalBy Finance Leadership
    ApprovalFinance Leadership decides an in review comp plans record.

  3. Schedule review

    Check booking dates, method, amount and any hold reason.

    2026 field sales base planCP-44298 · Revenue Accounting
    Schedule reviewBy Revenue Accounting

  4. Run validation

    Advance the Draft run and inspect its validation receipt.

    2026 field sales base planCP-44298 · Billing Operations
    Run validationBy Billing Operations

  5. Run posting

    Advance the Validated run and inspect its posting receipt.

    2026 field sales base planCP-44298 · Billing Operations
    Run postingBy Billing Operations

  6. Statement and payout

    Follow statement lines, disbursements and remaining balance.

    2026 field sales base planCP-44298 · Collections
    Statement and payoutBy Collections

Start with Plan review

Inside a record

Keep linked operating records

Open any comp plan to see its review decisions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Plan owner, Period start, Period end and Total plan amount.

  2. 2
    Review decisions

    Each line is linked to this comp plan.

  3. 3
    Who works on it

    Sales Operations, Finance Leadership and Billing Operations, each with their own permissions.

  4. 4
    Process stages

    Plan setup, with the role that acts.

  5. 5
    Approvals

    Plan approval, with who decides.

Comp Plans Awaiting Approval2026 field sales base plan
Commission Calculation · Comp plans

2026 field sales base plan

Leo Barrera · In review

Log activity
1
Record details
Plan ownerLeo Barrera
Period start29 Oct
Period end06 Nov
Total plan amount580
2
Review decisions

2026 field sales base plan

Decision numberSubject typeSubject reference
RD-56893Plan2026 field sales base plan
RD-13007Plan LineEnterprise accelerator line
RD-95709Revenue ScheduleRenewals specialist plan
Review decisions
6
3

Who works on it

  • Sales OperationsManage comp plans, comp plan components, commission schedules
  • Finance LeadershipView comp plans, comp plan components, calculation runs…
  • Billing OperationsManage calculation runs, commission statements, statement…
4

Process stages

  • Plan setupSales Operations
5

Approvals

  • Plan approvalFinance Leadership
    Approved
Example screen with sample data
Approvals

An accountable plan decision

OverviewApprovals
Commission Calculation · Overview

Approvals

Signed in as Finance Leadership

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CS-29760Blue Vale Facilities
    October channel sales commissionRequested by Sales Operations
    Draft0dActions
  • CS-13740Blue Vale Facilities
    October channel sales commissionRequested by Sales Operations
    Draft4dActions
  • CS-54260Blue Vale Facilities
    Midyear quota adjustmentRequested by Sales Operations
    Draft5dActions
  • CS-74295Willow Gate Analytics
    Third quarter partner commissionRequested by Sales Operations
    Draft6dActions

Who approves what

DecisionApprover
Plan approvalFinance Leadership approves an in review plan and leaves decision evidence.Finance Leadership
Approve comp plansFinance Leadership
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Commission Calculation to the work that is theirs. Pick a role to see what it starts with.

Sales Operations

Maintains compensation plans, components and schedule context for the operating period.

This is the first screen this role sees.

OverviewComp Plans Awaiting Approval

Comp Plans Awaiting Approval

Comp plans · Sales Operations

Plan numberPlan namePlan ownerPeriod startPeriod endTotal plan amount
CP-442982026 field sales base planLeo Barrera29 Oct06 Nov580
CP-849992026 enterprise account planIbrahim Saleh04 Nov07 Nov840
CP-589912026 renewals specialist planAmina Farouk12 Oct19 Oct700
CP-575202026 channel partner planCamila Torres24 Oct28 Oct420
CP-132632026 new business acceleratorIbrahim Saleh12 Oct20 Oct900
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Variance, balances and exceptions

Review plan variance, period runs, schedule holds and balances.

Overview
Commission Calculation · Overview

Commission Calculation dashboard

This quarter

Commission statements in view
6
Total subtotal
3,610
Draft
6

Comp plans by plan status

How far records got this quarter

StageReachedStep
Draft42
In review2150%
Approved943%
Archived667%

Total plan amount by plan status

Sample totals per stage

7.0k0
6.0kDraft
4.0kIn review
7.0kApproved
4.0kArchived
Example screen with sample data
  1. 01Plan versus attainment

    Compare each plan's total plan amount and total actual amount, then inspect component amounts and variances.

  2. 02Plans awaiting decision

    List in review plans by plan owner, organization and period.

  3. 03Run progress by period

    Compare run status, statement count and linked invoice count for each commission period.

  4. 04Schedule balance by account

    Group schedule total amount and earned to date by account and product.

  5. 05Schedule holds

    Which bookings remain held and who owns the follow-up?

  6. 06Statement balances

    Which sent or overdue statements still show a balance due?

  7. 07Payout exceptions

    Which disbursements failed, and which statement did each intend to settle?

  8. 08Decision trail

    Who reviewed a plan or exception, when, and for what reason?

All reports and dashboards

Who it's for

Fit the sales operation

See how Commission Calculation fits your kind of team.

Software sales

Apply plan and payout review to software sales.

Services teams

Apply plan and payout review to services teams.

Multi-region sales

Apply plan and payout review to multi-region sales.

Controls

Follow the decision trail

Each stage of plan review to payout record names the role that acts and the status it records, so a change is never anonymous.

OverviewPlan review to payout record
Commission Calculation · Process

Plan review to payout record

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
5
Tables touched
12
Plan setup
Sales Operations
StatusDraft → in review
RecordsComp plan components, Organizations, Comp plans
Plan approvalApproval
Finance Leadership
StatusIn review → Approved
RecordsCalculation receipts, Review decisions
Run validation
Billing Operations
StatusDraft → Validated
RecordsCalculation receipts
Plan review to payout record
  1. Start
    Plan setupDraft → in review
    Comp plan components
  2. Approval
    Plan approvalIn review → Approved
    Calculation receipts
  3. Step
    Run validationDraft → Validated
    Calculation receipts
  4. Step
    Run postingValidated → Posted
    Calculation receipts
  5. Step
    Statement and payoutSent → partially paid
    Payouts
Example screen with sample data

See each stage in detail

AI agent

Prepare reviews with Proto

Prepare plan, run and payout reviews with Proto.

It can

  • Sales Operations' assistant: Show in review plans with the largest gap between target and recorded actual amount.
  • Billing Operations' assistant: List Draft and Validated runs for the current period with linked statement context.
  • Revenue Accounting: Find held schedules and summarize their stated reasons.
  • Collections' assistant: List failed payouts beside their linked statement balances.

Stays with a person

  • Finance Leadership makes the plan approval decision.
  • Billing Operations confirms the run is ready before using Advance.
  • The people who own payment and booking sources confirm those external outcomes.
  • Proto can prepare a review and explain linked records; it acts within the configured person's access.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Commission Calculation
  • Sales and order source
  • Finance source
  • Payment service or bank
  • Document storage
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Plan design4
  • Calculation runs5
  • Earning schedules5
  • Statements and lines6
  • Payout tracking4
  • Review evidence7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define ownership

    Name the people who prepare plans, approve them, advance runs, review schedules and reconcile payouts.

  2. Prepare master records

    Load the organization, members, accounts and products needed for a representative period.

  3. Rehearse plan review

    Build a plan with component variance, move it to InReview and check the approval decision and receipt.

  4. Rehearse the period

    Add a dated schedule, run, statement lines and a partial payout; check holds and failures.

  5. Review release

    Confirm the run receipts, statement balances and owners before extending beyond the pilot period.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Commission Calculation.

All questions
How do I get started?

Click Get started, then use Proto to configure Commission Calculation for your business. Start with one organization, one period, a plan review, a run and a representative statement with payout follow-up.

Who approves a comp plan?

Finance Leadership reviews an in review plan and uses the Approve Plan action. The decision and operation result remain on linked evidence records.

How does a run move forward?

Billing Operations uses Advance on a Draft run to mark it Validated, then on a Validated run to mark it Posted. Each transition records an operation receipt.

Can we compare a plan with actual amounts?

Plan vs Attainment compares the plan target with recorded actual amounts and opens the components behind the variance.

How do schedules help the team?

Each schedule keeps booking, account, product, dates, method and earned amount together. Held schedules carry a reason for review.

What appears on a statement?

A statement carries account, run, issue and due dates, terms and balance. Its lines record product, quantity, price and service period.

Can we track partial payouts?

Payouts link to statements with amount, method and status. A partial application leaves the remaining statement balance visible.

How are exceptions reviewed?

Review decisions record subject, reviewer, outcome and reason. Calculation receipts show whether configured actions succeeded or were skipped.

What should we import first?

Prepare organizations and members, then accounts and products. Add plans and components before schedules, runs, statements and payout history.

What drives the cost?

Review the current platform pricing and implementation scope before the pilot. The pricing page explains the applicable policy.

Set up Commission Calculation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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