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- Commission Calculation
- Process
- Plan review
Plan review
Review plan components and record the approval decision.
Step by step
-
Plan setup Sales Operations
Sales Operations names the organization, period, version and plan owner, then prepares the target amounts for review.
- Name period, organization and owner
- Updates Comp plans, Organizations, Reps
-
Component check Sales Operations
Sales Operations compares each component amount with its recorded actual amount and explains a variance in the plan context.
- Compare component and actual amounts
- Updates Comp plan components, Comp plans
-
Plan submission Sales Operations
Sales Operations changes the plan from Draft to in review after checking the components and supporting memo.
- Move Draft to in review for a decision
- Updates Comp plans
-
Plan approval Finance Leadership
Finance Leadership reviews the in review plan and uses Approve Plan; the decision and operation receipt remain linked to it.
- Approve in review plan and keep the action result
- Updates Comp plans, Review decisions, Calculation receipts
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Sales Operations
- Prepares the plan.
- Finance Leadership
- Approves it.
- Admin
- Maintains organization and member context.
Set up Commission Calculation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.