4 Apr 2023
The commission on the sales result is a strong motivating incentive. Thanks to such stimulus, sales reps feel their real impact on their payment. Consequently, they are more motivated to close deals. However, an effective financial settlement system should not be complicated. If you use the Commission module from Salesbook, you will automatically calculate your employees’ bonuses.
One of the fundamental rules of payment based on a commission is a simple system of calculation that mechanisms are easy to understand by sales reps. The Commission module from Salesbook has been created to simplify this process.
You will find the Commission module inside a thread of a given customer. Thanks to this solution, you are certain which sales activities have been undertaken to close this deal. Moreover, you have access to information about sales values and the kind of products that have been sold.
If you use this module, you can take several steps. First, you can edit the value of a commission and other information related to it.
Start from choosing a sales rep who made a profit. You choose their name from the defined list of salespeople in your sales team.
Your next step is to type the amount of a commission in the column Commission. However, you do not have to do it manually. Instead, you can choose the Source of a commission. If you choose the Source, the system will automatically count the commission.
The Source allows you to define sales activities that are related to the commission. You can configure Sources using the administration panel.
You will find more information in the paragraph the Personalized system of commissions management.
If you choose the Source and sales rep, the module will display updated information.
You do not have to be afraid of chaos if several sales reps have worked with the same customer and closed deals with different sales values. You can simply add information about the next commission and assign a given salesperson to it.
After this step, you will see the details about sales reps and the adequate sums of money assigned to them. You will find the total sum of all commissions in the column All commissions.
If a sales rep uses the Configurator from Salesbook, the tool will calculate the commission automatically. You do not have to type it in manually.
The Commission module offers a convenient system of calculation. You will find the list of all commissions in the tab Commission in the Back Office.
You can add a defined status to a chosen commission and explain the reason for that status.
Statuses of commissions are:
Thanks to statuses, you avoid chaos in settlements. For example, you can reject an incorrectly calculated commission.
If you click the Details, you have access to more information about a given commission. You will find here data about the reason for a rejected commission and if it is manually or automatically calculated.
You should fill in more columns such as:
To make things easier, you will find the total sum of commissions at the top left of the screen.
The Commission module has a lot more to offer. In the administration panel and Settings of the side menu, you can define the Source of a commission and its value in relation to sales activities and sales reps.
The Commision module is a useful tool that calculates commissions for sales reps. Thanks to its many functions, you can react in a flexible way if a situation in your company changes. You can change the commission value in relation to the sales value, type of products and services, or commitment of sales reps.
If you want to use the Commission module in your app, contact your Salesbook manager, or write an e-mail: firstname.lastname@example.org. Check also other functions.
Any questions? Feel free to contact us.+44 203 807 0179
Our Customer Success Team is available from Mon. to Fri. 9am - 5pm CET.
We support inquiries, processes of configuration and use of Salesbook app, as well as billing and technical issues.