Finance gets an approval step, and disputes drop because reps can see the math.
Your plan rules, built in
Tiers, accelerators, splits, draws, bonuses and clawbacks are set as rules. When the plan changes next year, the rules change with a dated history.
- Rates by product and tier
- Team and manager splits
- Draws and bonuses
- Clawbacks on cancellations
Statements reps can trust
Each rep sees every deal, rate and adjustment behind their number, updated as deals close.
- 1 Deal closed
- 2 Rules applied
- 3 Statement drafted
- 4 Manager approves
- 5 Sent to payroll
Approval before payroll
Finance and sales leaders review and approve each period, and the approved file goes to payroll.
✕One person owns the spreadsheet
✓Rules everyone can see
✕Monthly disputes
✓Statements with every deal
✕Payroll files built by hand
✓Approved file exported
The system handles
- Calculating commissions
- Applying clawbacks
- Building rep statements
Your people decide
- Plan design
- Approving exceptions
- Resolving disputes
