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Commission calculations

Once the month closes, every rep’s commission is worked out from your comp plan and what’s been paid, with a statement they can check line by line. Finance approves every payout.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Commission calculations: four items, three done, and one (Split not on file) waiting for the sales director, who is asked: Dunmore Tooling’s 60/40 split with Leo is only in a deal note. Credit it that way?
How it works

The comp plan does the math. Every rep can check their own.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Commission calculations, in 5 steps. It starts with “The month closes” and ends with “Statements and a payout”. Each step lists what automation, the agent and your team do there.
Commission calculationsA typical run
Starts withThe month closesSales ops marks September closed in the CRM, and accounting has the month’s payments posted.
Automation: Pulls every deal marked won in September, the invoices raised for each, and which of them have been paid.
~6h/mo

Step 1 of 5Pull the closed deals

  • Automation

    Pulls every deal marked won in September, the invoices raised for each, and which of them have been paid.

    Close dates, invoices and payments are all fields in systems you already keep.

Reads
  • CRM
  • Accounting
Writes
  • Comp sheet

~6 hours a month back

The agent: Reads each order form and the deal notes: a two-year term, a free first month, and a note saying Leo helped Aisha close Dunmore Tooling.
~20h/mo

Step 2 of 5Read the deal terms

  • The agent

    Reads each order form and the deal notes: a two-year term, a free first month, and a note saying Leo helped Aisha close Dunmore Tooling.

    Terms that change a payout live in order forms and notes, like “two years, first month free”, not in a field.

Reads
  • Order forms
  • CRM
Writes
  • Comp sheet

~20 hours a month back

Automation: Applies each rep’s rate, the tier they’ve reached against quota and any accelerator, and holds back what isn’t paid yet.
~18h/mo

Step 3 of 5Apply the plan

  • Automation

    Applies each rep’s rate, the tier they’ve reached against quota and any accelerator, and holds back what isn’t paid yet.

    Once each deal’s amount is right, rates and tiers from your plan are arithmetic.

Reads
  • Comp sheet
Writes
  • Comp sheet

~18 hours a month back

Where teams differSome pay on signing, some on cash collected, and some pay half at each.

Automation: The Dunmore split is only in a note, with no signed split form, so it goes to the sales director with the deal and the note.
IfYour team: Confirms 60/40 between Aisha and Leo and signs the split form, or sets a different share and tells them both.
~4h/mo

Step 4 of 5Settle the odd ones

  • Automation

    The Dunmore split is only in a note, with no signed split form, so it goes to the sales director with the deal and the note.

    Your plan says what it covers. A split with no signed form is outside it, so it’s held.

  • Your teamIf the plan doesn’t cover it

    Confirms 60/40 between Aisha and Leo and signs the split form, or sets a different share and tells them both.

    A split moves money between two reps. Someone with the authority to settle it should make the call.

Reads
  • Comp sheet
Writes
  • Comp sheet

~4 hours a month back

Where teams differA fixed rule, like 50/50 with an overlay rep, settles most shared deals. The rest go case by case.

The agent: Writes each rep a statement: every deal, the rate, the tier and what’s held back, in plain words they can check line by line.
Your team: Checks the month’s total against last month and releases it to payroll, or sends back anything that looks off.
~14h/mo

Step 5 of 5Write the statements

  • The agent

    Writes each rep a statement: every deal, the rate, the tier and what’s held back, in plain words they can check line by line.

    A statement a rep can follow answers “how was this worked out?” before anyone has to ask.

  • Your team

    Checks the month’s total against last month and releases it to payroll, or sends back anything that looks off.

    This is money leaving the business. It goes to payroll only when finance says so.

Reads
  • Comp sheet
Writes
  • Payroll
  • Team chat

~14 hours a month back

Ends withStatements and a payoutA statement for every rep, and a payout finance has approved, sent to payroll with every deal behind it.
Total~62h/mo

What changes

Each rep gets a statement they can follow deal by deal, worked out the same way every month. Splits go to the sales director, and finance approves every payout.

  • 3steps automated
  • 2steps for the agent
  • 2calls kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~62 hours a month back

$44,600 a year in time

For a sales team of about 25 reps closing some 120 deals a month, at $60 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never pays out a commission on its own

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentClosed deals from your CRM, invoices and payments from accounting, statements into your comp tool or a shared folder.

  2. Your rules

    The limits and exceptions it works to.

    For this agentYour comp plan: rates, tiers, splits, clawbacks, and whether you pay on signing or on cash.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentYour sales director for splits and exceptions, and finance to approve every payout.

  4. Your channels

    Where your team hears from it.

    For this agentSlack or Teams to each rep when their statement is ready.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA statement for every rep, and a payout file in the format payroll takes.

Quotes and CRM clean-up after calls are other agents in the catalog. The comp plan itself, and every payout, stay with your team.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your sales director and finance.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past commissions, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real commissions.
The number we agree

Days from the month closing to statements approved. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, two quarters of commission statements and the deals behind them, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and two quarters of commission statements and the deals behind them.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past commissions.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Commission work like this retired every spreadsheet from a specialty lender’s commission pipeline.

Questions

About this agent.

What if our comp plan has exceptions?
Most do. The ones you use often become rules. Anything new, like a one-off deal or a split nobody wrote down, goes to a person with the deal beside it.
Do reps see each other’s numbers?
No. Each rep gets their own statement. Managers and finance see what you decide they should.
What about clawbacks and refunds?
If your plan claws back commission when a customer cancels or doesn’t pay, it applies that rule and shows the reversal on the rep’s next statement.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the days from the month closing to statements approved. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Do you pay commission on signing, or on cash collected?

Tell us how your team handles commissions today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

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  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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