Build your sales commission review.

How to build your sales commission review

1. 1

   Describe the job

   Keep commission calculations tied to eligible transactions and reviewed adjustments.

2. 2

   Review the first version

   Choose how the sales operations coordinator records the seller and how the commission reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your sales commission review

• Keep the seller in context

  Keep seller, transaction reference, commission rule, eligible amount, adjustment and review status together so the next person can understand the request or record.

• When the next step needs a decision

  A sale is recorded before its customer cancellation is processed. Keep the calculated commission provisional until the reviewer reconciles the adjustment to the source transaction.

• Keep review status visible

  Record the adjustment decision separately from any payout.

• Choose what each person needs

  Give the sales operations coordinator a working view and the commission reviewer a review view. Keep seller and transaction reference attached to the decision as the work moves between them.