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- Commission Calculation
- Who it's for
- Services teams
Services teams
Professional services teams can use projects, hours and milestones as product units while they review dated schedules and statement lines. The operating team still needs a clear owner for each plan, run and statement. The same decision trail should remain readable after a period closes.
How Commission Calculation is set up for you
Plan review
Sales Operations compares the recorded target and actual amounts, then Finance Leadership decides an in review plan.
Period run
Billing Operations checks the run's linked statements before advancing it to Validated and Posted.
Schedule context
Revenue Accounting checks booking dates, earning method and holds for the account and product.
Payout follow-up
Collections follows payout status and statement balance to reconciliation.
Professional services teams can use projects, hours and milestones as product units while they review dated schedules and statement lines. The operating team still needs a clear owner for each plan, run and statement. The same decision trail should remain readable after a period closes.
Choose a representative service period, confirm the booking reference and compare its statement line with the linked schedule. Keep the first case small enough that the team can trace a plan component, a dated schedule, a statement line and a payout to their owners. Review a held schedule and a failed payout as part of the rehearsal. The team should be able to explain those exceptions before relying on a period summary.
Agree where account, product, booking and payment information is maintained. Use consistent references when bringing that information into the operating cycle. The plan approval action and run Advance action leave operation receipts; check those records as part of the handoff. A statement balance needs its own review after payouts are applied.
[Plan the implementation](/commission-calculation/implementation) around the first period and [review the model](/commission-calculation/data-model) with the people who own its records.
Features to start with
Roles on the team
- Sales Operations
- Maintains compensation plans, components and schedule context for the operating period.
- Finance Leadership
- Reviews plans and material exceptions before the next operating step.
- Billing Operations
- Owns period run preparation, validation and posting actions.
- Revenue Accounting
- Reviews schedule dates, earning method and hold decisions.
Set up Commission Calculation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.