Settings → Commissions (under BILLING & DATA) is where workspace admins configure how sales commissions are calculated and when they become payroll-eligible. For payout context in Finance, see Tokens and commissions, Create and send invoices (common accrual trigger), and Record payments and receipts.
Commission lock days
At the top of the page, set Commission lock days:
- Commissions become eligible for payroll only after this many days from approval
- 0 means no delay (default)
- Saved to payment settings alongside other finance configuration
Use lock days to align with finance review cycles or clawback windows.
KPI overview
Four widgets summarize your rule set:
| Widget | Meaning |
|---|---|
| Total Rules | Count of all rules; subtitle shows active count |
| Avg Commission | Average percentage across percentage-based rules |
| Tiered Rules | Rules using performance tiers |
| Deal Types | Distinct deal types covered by at least one rule |
Create and manage rules
Click Add Rule or use row actions on an existing rule.
| Field | Options / notes |
|---|---|
| Rule name | Descriptive label (required) |
| Deal type | Specific type or Any Deal Type |
| Calculation | Percentage, fixed amount, or tiered |
| Rate / amount | Percent or currency; tiered opens tier editor |
| Min / max deal value | Optional bounds |
| Assigned to | Individual (deal owner), team, role-based, or specific users |
| Active | Checkbox to activate immediately |
Actions on each row: Preview Commission, Edit Tiers (tiered rules), Edit Rule, Delete Rule.
Please note:
- Inactive rules remain in the list but do not apply to new earnings.
- Tiered rules require at least one tier before they produce meaningful previews — use Setup Tiers in the create dialog.
- Commission expense postings follow ledger mappings in Accounting and capital when accounting is enabled.
flowchart TD
Deal[Deal closed / approved] --> Match[Match active rule by deal type]
Match --> Calc{Calculation type}
Calc -->|Percentage| Pct[Apply % to eligible amount]
Calc -->|Fixed| Fix[Apply flat amount]
Calc -->|Tiered| Tier[Evaluate tier by deal value]
Pct --> Lock[Wait commission lock days]
Fix --> Lock
Tier --> Lock
Lock --> Payroll[Eligible for payroll]
Permissions
| Permission | Action |
|---|---|
| commissions.read | View rules and KPIs |
| commissions.create | Add new rules |
| commissions.update | Edit rules, tiers, and lock days |
| settings.view | Open Commissions in Settings drawer |
Deleting rules requires commissions.delete (not listed on this page but enforced by the API).
Related setup
- Payment and invoice defaults: Payment settings
- Role-based assignment: Roles, permissions, and RBAC
- Drawer index: Settings overview