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QuoteWerks Help
Version 24 (Build 3)
September 10, 2024
•
 Sales Tab

Commissions

Commission can be calculated in one of 3 ways. It can be based on a percentage of the total sale, based on a percentage of the total profit, or using the “Other” option. This option was designed to be very flexible to allow us to create new commissions in the future for your use.

The “Other” commission option currently supports a commission structure known as “STRUCTURE3” and “STRUCTURE4”. Commission STRUCTURE3 is a sliding scale commission. Depending upon the PROFIT MARGIN on the sale, the sales rep gets a PERCENT of the total sale. Commission STRUCTURE4 is a sliding scale commission. Depending upon the PROFIT MARGIN on the sale, the sales rep gets a PERCENT of the profit amount.

If you type in the following STRUCTURE3 information:

STRUCTURE3|1|1|10|2.5|15|5|20|8|25|10.5|30|13|35|15|40|17.5

The commission will be calculated as follows:

For the profit margin >= 1 % the sales rep gets 1% commission on sale amount.

For the profit margin >= 10% the sales rep gets 2.5% commission on sale amount.

For the profit margin >= 15% the sales rep gets 5% commission on sale amount.

For the profit margin >= 20% the sales rep gets 8% commission on sale amount.

For the profit margin >= 25% the sales rep gets 10.5% commission on sale amount.

For the profit margin >= 30% the sales rep gets 13% commission on sale amount.

For the profit margin >= 35% the sales rep gets 15% commission on sale amount.

For the profit margin >= 40% the sales rep gets 17.5% commission on sale amount.

If you type in the following STRUCTURE4 information:

STRUCTURE4|1|1|10|2.5|15|5|20|8|25|10.5|30|13|35|15|40|17.5

The commission will be calculated as follows:

For the profit margin >= 1% the sales rep gets 1% commission on profit amount.

For the profit margin >= 10% the sales rep gets 2.5% commission on profit amount.

For the profit margin >= 15% the sales rep gets 5% commission on profit amount.

For the profit margin >= 20% the sales rep gets 8% commission on profit amount.

For the profit margin >= 25% the sales rep gets 10.5% commission on profit amount.

For the profit margin >= 30% the sales rep gets 13% commission on profit amount.

For the profit margin >= 35% the sales rep gets 15% commission on profit amount.

For the profit margin >= 40% the sales rep gets 17.5% commission on profit amount.

 Important: Newly set up or changed commissions will only be effective on NEW documents created after the setup/change.  If you want to reflect the commission on older documents, you will need to open the document and toggle the SalesRep field.   This is because a Sales Rep's commission may change over time so you may not want to automatically update historical documents.

General

Monthly Sales Quotas can be set under this tab as a dollar amount.  This quota is used in the My Summary and Opportunities Dashboards.  Quotas can only be set on a monthly rate.  If your quota is a quarterly or an annual rate, simply divide your quota by 12 to find the monthly quota rate.