The Commission Report sits in the Reporting menu and access is given to any user who belongs to a User Group with access to the User Targets Tools option.
The Commission Report provides the following key features:
- Clients can use any combination of the below based on what the client used to measure commissionable output
-
- Commission based on pure Sales (CRM)
- Commission based on Fixed Placements (Perm Fees)
- Commission based on Timesheets (Temps)
- Commission based on Invoices (money requested)
- Flat or Banded Commission Rates so a single qualifying % rate or banded as the commission increases
- Commission %’s based on either Job or Placement Ownership splits
- User level commission thresholds (the amount they should earn before commission is paid)
The new report is on screen and broken down into the 4 key outputs above, and will look like the below.
Commission Report Filters
You can configure the scope of the report as well as the commission bands to apply.
These can be Flat rate (the total % based on the level of commission) or Banded rate (each band is applied a % against the commission).
If you're using the Banded Rate option, please take note of the following information:
- The banded option only allows for 5 tiers
- You'll want to setup the Commission Rates using the following as a reference -
- For example, if you have the below banded tiers
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- You will then want to enter these into the Commission Rates section as follows
- To properly enter in the tiers for calculation, you'll need to subtract your first tier (5,000-0) to get the amount: 5,000
- 10,000-5,001 to get the amount: 4,999 for the second tier
- 18,000-10,001 to get the amount: 7,999 for the third tier
- & so on!
There is also an option to Undock the Commission Report so that it can be printed to paper or PDF.