Commission Calculation
General ledger, ap and ar and bank reconciliation, in one system.
Complex rules, split commissions, payout
Explore the specification
YouOpen
| Period | Quota Amount | Attainment Amount | Attainment Percent | Active Tier |
|---|---|---|---|---|
| PRD-6825 | 2,651.87 | 7,985.52 | 41,570.69 | AT-119 |
| PRD-9761 | 22,690.60 | 20,922.84 | 6,253.35 | AT-989 |
| PRD-8203 | 8,141.46 | 45,653.62 | 3,287.09 | AT-482 |
| PRD-7308 | 3,605.05 | 39,681.55 | 34,241.36 | AT-658 |
| PRD-1484 | 22,434.65 | 4,472.88 | 23,842.00 | AT-380 |
| PRD-4235 | 10,244.86 | 27,899.54 | 38,460.19 | AT-613 |
Draft
- STT-69051 RPS-4606 in 5 d
- STT-84476 RPS-2304 in 4 d
- STT-14091 RPS-4468 9 d
- STT-44478 RPS-9190 in 10 d
- STT-82248 RPS-5518 in 2 d
STT-69051
- Rep
- RPS-4606
- Period
- PRD-6801
- AttainmentPercent
- 72
- TotalAmount
- 39,356.01
- GeneratedAt
- 22 Sep
Approval waits for the sales compensation analyst.
Pending
- PYT-61528 RPS-4867 in 1 d
- PYT-79071 RPS-3194 9 d
- PYT-28766 RPS-6707 in 5 d
- PYT-80306 RPS-5643 in 7 d
- PYT-62143 RPS-4903 1 d
PYT-61528
- Rep
- RPS-4867
- Statement
- STT-24564
- Amount
- 2,603.62
- Source
- Payroll
- ExportedAt
- 18 Sep
Approval conditions.
YouStatusFiledUnderReviewAwaitingRep
StatusFiledUnderReview
ActivePeriod.StatusOpenLocked
AttainmentPercent >= 100Openno active tier
| Rep | Period | Attainment Percent | Accrued Amount | Active Tier |
|---|---|---|---|---|
| RPS-1290 | PRD-9335 | 18,032.27 | 38,294.90 | |
| RPS-4141 | PRD-1497 | 39,242.85 | 16,393.23 | |
| RPS-2086 | PRD-8930 | 17,575.59 | 28,996.59 | |
| RPS-1440 | PRD-6584 | 3,824.03 | 41,394.60 | |
| RPS-9419 | PRD-7680 | 19,883.02 | 12,830.37 | |
| RPS-9664 | PRD-9669 | 4,197.93 | 32,678.94 |
YouOpen
| Rep | Quota Amount | Attainment Amount | Attainment Percent | Active Tier |
|---|---|---|---|---|
| RPS-8496 | 32,586.28 | 44,878.53 | 36,570.37 | AT-483 |
| RPS-6090 | 38,917.85 | 32,319.89 | 33,308.80 | AT-664 |
| RPS-9364 | 24,878.25 | 10,615.81 | 24,999.14 | AT-461 |
| RPS-2067 | 18,953.53 | 5,056.14 | 6,347.49 | AT-135 |
| RPS-7388 | 25,060.91 | 32,301.32 | 1,802.83 | AT-567 |
| RPS-9727 | 1,581.39 | 44,254.24 | 47,235.87 | AT-986 |
YouApprovedAcknowledgedByRep = false
| Statement Number | Rep | Period | Total Amount | Generated At |
|---|---|---|---|---|
| STT-36808 | RPS-6705 | PRD-9482 | 47,994.50 | 22 Sep |
| STT-53152 | RPS-8357 | PRD-7180 | 23,699.11 | 14 Sep |
| STT-57218 | RPS-3762 | PRD-5772 | 23,861.04 | 23 Sep |
| STT-14232 | RPS-2035 | PRD-4619 | 26,672.93 | 28 Sep |
| STT-19452 | RPS-8192 | PRD-5767 | 8,354.81 | 19 Sep |
| STT-87783 | RPS-5733 | PRD-4156 | 42,098.78 | 17 Sep |
You
| Statement Number | Period | Attainment Percent | Total Amount | Status |
|---|---|---|---|---|
| STT-15927 | PRD-8263 | 67 | 5,421.34 | Draft |
| STT-98558 | PRD-6883 | 77 | 46,688.41 | Approved |
| STT-94850 | PRD-6981 | 84 | 5,764.47 | Paid |
| STT-77648 | PRD-7153 | 60 | 11,975.87 | Disputed |
| STT-20709 | PRD-6603 | 99 | 27,220.81 | Draft |
| STT-97931 | PRD-8922 | 69 | 32,491.76 | Cancelled |
PostedAt >= today − 30 days
| Adjustment Number | Rep | Period | Source | Amount |
|---|---|---|---|---|
| ADJ-68449 | RPS-1728 | PRD-9645 | DisputeResolution | 4,138.86 |
| ADJ-42177 | RPS-3151 | PRD-4313 | Clawback | 14,197.05 |
| ADJ-90751 | RPS-5430 | PRD-3112 | TrueUp | 32,223.26 |
| ADJ-63469 | RPS-8354 | PRD-2850 | DiscretionaryBonus | 7,242.85 |
| ADJ-33707 | RPS-5261 | PRD-5967 | PlanCorrection | 6,588.45 |
| ADJ-24515 | RPS-5447 | PRD-6949 | Manual | 5,484.06 |
next 7 daysOpen
| Period Code | Name | Cadence | Start Date | End Date |
|---|---|---|---|---|
| PC-562 | Period 626 | Monthly | 26 Sep | 24 Sep |
| PC-418 | Period 990 | Quarterly | 12 Sep | 14 Sep |
| PC-141 | Period 256 | SemiAnnual | 16 Sep | 24 Sep |
| PC-633 | Period 655 | Annual | 21 Sep | 24 Sep |
| PC-350 | Period 878 | Monthly | 09 Sep | 11 Sep |
| PC-321 | Period 603 | Quarterly | 15 Sep | 24 Sep |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Controllers and finance teams who close on time and can show their work.
- Defined tables
- 19
- Operational views
- 12
- Defined roles
- 7
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Complex rules, split commissions, payout
General ledger
Chart of accounts, journals and dimensions
AP and AR
Bills, invoices, payments and aging
Bank reconciliation
Statements matched to the ledger
Period close
Checklists, accruals and lock
Budgets
Plans, versions and variance
Reporting
Statements, packs and drill-down
Workflow handoff
Period close
General ledger, ap and ar and bank reconciliation, in one system.
Start now- 01Accruals
- 02Reconcile
- 03Review
- 04Post
- 05Report
Built for your team
Statement NumberRepPeriodAttainment Percent
Sales Compensation Analyst
Designs the comp plans, runs the calculations, posts adjustments, generates statements. The day-to-day operator of the engine.
Dispute NumberFiled By RepPeriodReason
Incorrect Amount
Sales Operations
Owns the per-rep plan and quota assignment, runs the period close, manages the rep / plan lifecycle.
RepQuota AmountAttainment AmountAttainment Percent
Sales Manager
Line manager with scope over direct reports only. Reviews own team's Statements, sees Quotas and period-to-date Attainment, escalates Disputes on behalf of reps.
Statement NumberPeriodAttainment PercentTotal Amount
Sales Rep
Self-service access to own commission record. Reads own Statements, Quotas, period-to-date Attainment, Credits, and Calculations. Files Disputes against own Statements or Credits.
Adjustment NumberRepPeriodSource
Clawback
Finance
Reviews Statements and Payouts before Payroll export, owns the audit. Co-signs Statement approval and Payout initiation.
Viewer
Read-only access for executive stakeholders, internal audit, or external auditors. No write privileges anywhere.
Reports and dashboards
Explore what each report measures and the records behind it.
Period Commission Summary
Per Period: total credited revenue, total accrued commission, total adjustments, total paid, headcount of reps with attainment. Drills into Department × Region × Rep and into the per-Statement grain. The Comp Analyst's daily landing report.
Attainment Distribution
Histogram of rep attainment percent per Period, bucketed (0–25, 25–50, 50–75, 75–100, 100–125, 125–150, 150%+). Surfaces plan health (top-heavy distribution suggests quotas too low, bottom-heavy suggests too high). Drills into Department × Region × Rep.
Rep Earnings Year-to-Date
Per-Rep YTD credited revenue, accrued commission, adjustments, paid commission, and remaining accrued-but-unpaid balance. The reconciliation row that ties to Payroll's YTD commission earning code.
Plan Cost Forecast
Forward-looking projection of total commission cost per CompPlan per Period, based on current pipeline-weighted pace vs. quota and accelerator-tier triggers. Used by Finance for accrual reserve sizing.
Crediting Rule Coverage
Per CreditingRule, the count of Credits produced and the total dollar amount credited in the trailing 90 days. Surfaces dead rules and unbalanced split policies.
Disputes Aging
Open Disputes by age (0–7, 7–14, 14–30, 30+ days) with reason breakdown and assigned Comp Analyst. The dispute-SLA report.
Clawback Register
Negative Adjustments where Source = Clawback in the trailing 12 months, with the reversed Opportunity, original Credit, original payout, and the Period in which the clawback hit the rep. The compliance-audit report.
Payroll Reconciliation
Per-Period approved Statement totals vs. Payouts exported vs. Payroll OneTimePayments confirmed-paid. Flags exception lines — exported-but-unpaid, paid-but-no-statement, amount-mismatch.
One connected workspace
Period Commission Summarydrill-down
Per Period: total credited revenue, total accrued commission, total adjustments, total paid, headcount of reps with attainment. Drills into Department × Region × Rep and into the per-Statement grain. The Comp Analyst's daily landing report.
| Period | Quota Amount | Attainment Amount | Attainment Percent | Active Tier |
|---|---|---|---|---|
| PRD-6825 | 2,651.87 | 7,985.52 | 41,570.69 | AT-119 |
| PRD-9761 | 22,690.60 | 20,922.84 | 6,253.35 | AT-989 |
| PRD-8203 | 8,141.46 | 45,653.62 | 3,287.09 | AT-482 |
| PRD-7308 | 3,605.05 | 39,681.55 | 34,241.36 | AT-658 |
- Provisional
- Final
- Statement-Generated
- Period
- PRD-6825
- AttainmentAmount
- 7,985.52
- QuotaAmount
- 2,651.87
- AttainmentPercent
- 41,570.69
- ActiveTier
- AT-119
- AccruedAmount
- 36,692.97
- LastComputedAt
- 21 Sep
ownerSales Rep
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
closed-won-creates-credits — appEventTrigger on Opportunities (crm-pipeline) Status: ClosedWon → creates Credits per CreditingRules (Full / Split / Overlay / Manager).
nightly-calculation-job — scheduleTrigger nightly 02:00 → recomputes Calculations for the open Period across all active Reps.
accrual-recompute — appEventTrigger on Credits or Adjustments record.changed → triggers Calculations recompute for affected Rep × Period.
dispute-routing — appEventTrigger on Disputes record.created → emails Sales Operations + Sales Comp Analyst + the rep's Manager.
dispute-resolution — appEventTrigger on Disputes.Status: Resolved → posts an Adjustments row, downstream recompute fires.
period-close-and-statement-generation — scheduleTrigger end of Period (lock-day offset) → freezes Calculations into Statements + StatementLines, generates PDF + JSON, emails reps with web link.
payout-export-to-payroll — appEventTrigger on Statements.Status: Approved → exports approved payouts to Payroll's OneTimePayments inbound, records Payouts.PayrollExportRef.
quota-attainment-recompute — scheduleTrigger daily 06:00 → refreshes per-Rep per-Period attainment percent from period-to-date Credits sum vs. Quotas.Amount.
accelerator-tier-detection — code.executor invoked inside the nightly calculation job → walks each Calculation's attainment vs. the Plan's Tiers line items, picks the highest-applicable tier, applies its RateMultiplier to the in-tier credit slice, writes Tier + multiplier back to the Calculation.
clawback-on-deal-loss — appEventTrigger on Opportunities Status: ClosedWon → ClosedLost (post-close) → creates negative Adjustments per affected Credit, downstream recompute fires. Integrations: inbound from CRM Pipeline (ClosedWon Opportunities, OpportunityProducts, Accounts) and Core HR (Reps as Employees with Manager + Department). Outbound to Payroll (OneTimePayments inbound feed for approved payouts, with the returned record ID echoed back as Payouts.PayrollExportRef), the document store (Statement PDFs and JSON snapshots), and email (statement notifications, dispute routing, accelerator hits, period-close announcements). All amounts in US dollars.
