The Sales Compensation Report allows you to view your sales people’s commission compensation. You are able to see a starting balance, commissions earned, commissions aged out, payments, and their balance owed. If there is a balance owed to your employees you can create a payment right from this report.
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To run this report, navigate to the ‘Reports’ dropdown and click ‘Sales Compensation Report'
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This will open the report page. Enter the date from and through you’d like to see for your report.
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Click ‘Run Report’
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The report will display each salesperson in your company that earns commissions and their balance totals
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To see a more detailed look at a specific salesperson, click the magnifying glass to the right of their name
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This will open a new window that displays more details for the salesperson.
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To create a payment for a specific salesperson, click the green lightening bolt icon to the right of their name
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This will open a pop-up window where you can enter your payment information.
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Once you have entered your information, click ‘Create Payment’
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You can export your Sales Compensation Report to Excel worksheet by clicking the ‘Export’ buttons at the top of the report.
