Complete commission management, verifiable at every step

• Rate tables: flat, tiered (marginal, per sale) or based on quota attainment
• Multipliers, floors per sale, and caps per sale, month, quarter or year
• Conditions with AND/OR on eight sale fields: amount, date, quantity, source, currency, SKU, product and category
• Optional EQ formulas for conditions the form cannot express: a weekday, the days between two dates, the end of a fiscal quarter
• Measured on revenue or on units
• Several rules per plan, and a salesperson can be on several plans at once
• Plan versions: draft, active and archived. An active plan is changed by cloning it into a new version
• Stop a single rule on an active plan without affecting the others

Not available today: manager overrides and team hierarchies, plan-wide caps, custom fields, and formulas for the rate or the amount.

• Quotas by revenue or by units, within the plan period
• Draft, active and closed states
• Attainment (achieved ÷ target) drives the attainment-based rate brackets
• An accelerator option pays only the part above quota at the higher rate

• Draft → approved → paid
• Marking a run as paid locks the period; it can only be reopened before that
• Commission that arrives after a period was paid goes into a supplemental payout
• Commission already paid can never be paid a second time
• Excel exports of pay runs, payouts and commissions, with a net-to-pay sheet per salesperson, and a PDF per payout

• Triggered automatically when a paid HubSpot deal is marked lost within the plan's maturation window
• Proportional: the longer the deal stayed alive, the less is clawed back
• Recovered automatically from the next pay runs
• An optional cap per plan limits how much of each payout can be withheld; the rest carries over
• Each clawback is a ledger entry with its origin and reason, and so are forgiveness and other adjustments

For sales imported from Excel, a clawback is recorded by hand on the salesperson's ledger, with a reason.

• Reasons such as no active quota, no matching bracket, no salesperson assigned or a different currency
• Fix the source and reprocess, or close the item with a reason: who, when and why are recorded
• Export the queue to Excel

• HubSpot connects through OAuth with read-only access; no password is stored
• Closed-won deals and their line items sync every hour, or on demand
• Deal owners are mapped to salespeople, and lost deals are detected
• Excel or CSV import of salespeople (up to 300 rows per file) and sales (up to 10,000 rows per file), with a preview before anything is saved
• Bulk updates of existing sales from a file

Other CRMs are not connected today. Plans and rules are set up in the app, not imported.

• The rule simulator shows each calculation step on an example sale and saves nothing
• A practice sandbox runs a full commission cycle on sample data, separate from your live data
• A plan built in the sandbox can be promoted into your real workspace