Commissions & Reporting
Configure commission rules for your team
Where commission logic lives, monthly runs, and who can change settings.
Commission rules define how rep pay is calculated from closed sales and other inputs your company uses (territories, products, spiffs, overrides, etc.). In RepDesk, changing those rules is admin-only so calculations stay auditable and consistent.
If you are a rep or manager without admin access, you still use Commissions to view payouts and reports—you just cannot edit the underlying rules yourself.
(Screenshot — add later: Commissions settings or admin tabs for rules and territories.)
Where configuration lives#
Admins work in Commissions settings and related admin screens:
Open Commissions settings (path and labels may match your deployment).
Typical areas include rules, territories, products, spiffs, or rate tables—exact names depend on how your org was provisioned.
Do not rely on this help article for legal or payroll advice—your finance or HR team should approve any rule that affects pay.
How monthly (or periodic) runs work#
In most deployments:
Sales orders reach a closed or eligible state per your rule pack.
The configured rules engine assigns credit to reps (often matched by rep name fields your admin aligned with users).
Commissions screens and reports show results for the selected period.
Exact math and edge cases (returns, splits, clawbacks) are tenant-specific. Admins should maintain a short internal doc (“how we pay”) so reps know what to expect.
What reps should do#
Use Commissions (and reports your org exposes) to review your numbers for the month.
If a line looks wrong, gather order number, date, and expected vs actual and open a ticket to your org admin—not every mismatch is a product bug; sometimes it is data or rule timing.
What admins should do#
After rule changes, run or schedule whatever recalculation or close process your deployment uses, and communicate the effective date to the team.
For platform errors (500s, missing data, integration failures), contact support@repdesk.io with company, time, and screenshots.