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- Commission Calculation
- Data model
The tables behind Commission Calculation
Commission Calculation ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Master context
Organizations, Reps, Accounts and Products identify the entity, people, customers and sellable items.
Plan design
Comp plans contains the period and decision status; comp plan components contain the amount detail.
Period work
Calculation runs links to commission statements, which contain statement lines; commission schedules connect bookings and products to those lines.
Payment follow-up
Payouts links to statements and accounts.
Evidence
Review decisions, calculation receipts and record attachments preserve decisions, action outcomes and source files.
Every table, by feature
- Plan design4
- Calculation runs5
- Earning schedules5
- Statements and lines6
- Payout tracking4
- Review evidence7
- Shared and settings1
- Comp plans
Sales compensation plans defining the quota target, period, owner and approval status for a rep or team.
Linked to Organizations, Reps - Comp plan components
The individual components inside a comp plan: rate basis, volume, target amount, attained amount and variance.
Linked to Comp plans - Organizations
Legal entities and regions that own comp plans, calculation runs and commission statements.
- Reps
Sales reps and compensation team members who own plans, statements and calculation runs.
Linked to Organizations
- Calculation runs
A commission calculation cycle for a period: which statements are ready, blocked or need attention before payout.
Linked to Organizations, Reps - Commission statements
Statement issued to a payee for a period, carrying the commission total, payout status and balance owing.
Linked to Accounts, Calculation runs, Organizations, Reps - Calculation receipts
Immutable operation log of commission events: what ran, on which record, when, by whom and with what result.
Linked to Reps - Organizations
Legal entities and regions that own comp plans, calculation runs and commission statements.
- Reps
Sales reps and compensation team members who own plans, statements and calculation runs.
Linked to Organizations
- Commission schedules
Earning schedules that spread booked revenue credit across a term so commission accrues correctly each period.
Linked to Accounts, Products, Organizations, Reps - Accounts
The sold-to accounts whose bookings generate commission credit, including owner, status and payment terms.
Linked to Reps - Products
Sellable products and their units, list price, booking type and default earning method used to credit commission.
- Organizations
Legal entities and regions that own comp plans, calculation runs and commission statements.
- Review decisions
Approval and exception decisions recorded against a plan, calculation run, statement or schedule.
Linked to Reps, Comp plans, Calculation runs, Commission statements
- Commission statements
Statement issued to a payee for a period, carrying the commission total, payout status and balance owing.
Linked to Accounts, Calculation runs, Organizations, Reps - Statement lines
Line-level detail behind a commission statement: credited product, quantity, unit rate and line total.
Linked to Commission statements, Products, Commission schedules - Calculation runs
A commission calculation cycle for a period: which statements are ready, blocked or need attention before payout.
Linked to Organizations, Reps - Commission schedules
Earning schedules that spread booked revenue credit across a term so commission accrues correctly each period.
Linked to Accounts, Products, Organizations, Reps - Products
Sellable products and their units, list price, booking type and default earning method used to credit commission.
- Accounts
The sold-to accounts whose bookings generate commission credit, including owner, status and payment terms.
Linked to Reps
- Payouts
Payout disbursements applied against a commission statement, with method, reference and reconciliation status.
Linked to Accounts, Commission statements, Reps - Commission statements
Statement issued to a payee for a period, carrying the commission total, payout status and balance owing.
Linked to Accounts, Calculation runs, Organizations, Reps - Accounts
The sold-to accounts whose bookings generate commission credit, including owner, status and payment terms.
Linked to Reps - Reps
Sales reps and compensation team members who own plans, statements and calculation runs.
Linked to Organizations
- Review decisions
Approval and exception decisions recorded against a plan, calculation run, statement or schedule.
Linked to Reps, Comp plans, Calculation runs, Commission statements - Calculation receipts
Immutable operation log of commission events: what ran, on which record, when, by whom and with what result.
Linked to Reps - Record attachments
Supporting documents attached to a commission record, such as order forms, approval memos and payout advice.
Linked to Reps - Comp plans
Sales compensation plans defining the quota target, period, owner and approval status for a rep or team.
Linked to Organizations, Reps - Calculation runs
A commission calculation cycle for a period: which statements are ready, blocked or need attention before payout.
Linked to Organizations, Reps - Commission statements
Statement issued to a payee for a period, carrying the commission total, payout status and balance owing.
Linked to Accounts, Calculation runs, Organizations, Reps - Commission schedules
Earning schedules that spread booked revenue credit across a term so commission accrues correctly each period.
Linked to Accounts, Products, Organizations, Reps
Keys and references
Use the record references to trace each line to its statement, each statement to its run, and each payout to its statement. Keep the organization consistent across the records in one operating cycle. A review decision may reference a plan, run, statement or schedule; its subject type and reference help the team identify the item reviewed.
Migration order
- People and entities. Prepare Organizations and Reps, then Accounts and Products.
- Plans. Import comp plans and their comp plan components with period and owner information.
- Schedules. Import commission schedules with account, product and date context.
- Runs and statements. Import calculation runs, commission statements and statement lines with their references intact.
- Evidence and payouts. Add review decisions, calculation receipts, record attachments and Payouts after the target records exist.
Set up Commission Calculation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.