Overview

Motivating your sales representatives is one of the key factors for successful sales. The commission-based plan helps to motivate your Sales Teams and Salespersons to achieve the goals and earnings. A Commission Plan module is a monetary incentive for motivating Salespeople to meet their Sales quota and the CRM Commission Plan has embraced the functionality. In the CRM Commission Plan, we have 2 types of Commission Plans which are being defined product-wise and revenue-wise further under revenue-wise we have two types: the straight commission and graduated commission. The CRM Commission Plan also includes the CRM Dashboard which helps you to see the Overview of the CRM module. Here, you can view all details related to CRM modules such as Leads, Opportunities, Expected, and Total Revenue, also we can see the different reports on the various CRM activities.
Moreover, the Salesperson and the sales team are rewarded based on the business Opportunities they bring into the company with a well-structured plan which can be crafted in the beginning.

Features

Craft custom Commission to Salesperson and Sales Team

Draft Commissions based on Revenue and respective Product

Define Commission based on Product Category

Informative Commission Plan report

Configuration

For creating new commission plans:

1. Creating new commissions:
   

   Initially Create a new commission and Choose a name to distinguish that typ
   

2. Select the type of the Commission:
   

   Product-based: Commissions are calculated as the percentage of the price based on the selected product in the form.
   

   Revenue-based: A certain percentage of revenue is given as Commission to the Salesperson
   

   Straight revenue: Commissions are calculated using a fixed percentage of the revenue sold. You can fill the percentage in the field "Commission rate".
   

   Graduated revenue: Commissions are calculated as a percentage of the revenue generated at amount intervals.
   

   You can fill in the amount intervals and the percentages in the "Graduated Revenue Commission" field.
   

For adding Commission in Salesperson & Sales team:

• Edit the Salesperson or Sales team
• Choose a commission type
• Save it

For printing Commission in XLSX report::

• CRM -> Reporting -> Commission Report
• CRM -> Reporting -> Commission Report