View a Commission

Overview

The Commissions Management module is a critical component of the Incentivize zone, enabling vendors to track and manage the financial rewards distributed to their partners. This particular section focuses on providing a comprehensive view of individual sales commissions. Administrators can access a list of all generated commissions, filter through them, and then drill down into specific records to understand the underlying transactions that contributed to the commission. This transparency is essential for financial reconciliation, partner relationship management, and ensuring accurate and timely payouts based on predefined commission rules.

Beyond viewing, the platform also supports the addition and editing of various commission types, such as those derived from deals, co-sell activities, referrals, and invoices. This flexibility allows administrators to manually adjust or add commission details as needed, ensuring that all partner contributions are accurately accounted for and compensated.

Viewing Sales Commissions

Click the AETHER Reseller-2026 link under the Commission ID column.

This screen provides a comprehensive view of a specific commission record within the Incentivize module, serving as a detailed audit trail and verification point for administrators. It displays all information related to how a commission was calculated, including general attributes and the individual transactions that contributed to its total. The screen is organized into several sections, each detailing a different aspect of the commission, such as general information, deal-specific commissions, co-sell commissions, referral commissions, and invoice-based commissions. This granular breakdown is crucial for transparent tracking of various reward types, managing partner payouts, and resolving any discrepancies that may arise, ensuring that all accruals are correctly attributed and processed.

Review the detailed information for the selected commission, including its general attributes and the specific transactions that contributed to its total.

Commission Information

Deal Commission(s)

Co-Sell Commission(s)

Referral Commission(s)

Invoice Commission(s)

Managing Deal Commissions

Click the Add button next to "Deal Commission(s)".

This screen, the Add/Edit a Deal Commission form, allows administrators to manually create or modify records of sales commissions. These commissions represent financial rewards earned by partners for specific closed deals, which are typically triggered by a 'Deal Won' event in the Sell module. While many commission accruals are automatically generated by the platform based on predefined commission rules, this form provides the flexibility to adjust existing commission details or to log commissions that may not have been captured through automated workflows. It is a critical interface for ensuring accurate financial tracking and partner payouts within the Incentivize module, especially for handling exceptions or manual adjustments to commission records.

Fill in the details for the deal commission in the Add/Edit a Deal Commission form.

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Deal Commission Information

Managing Co-Sell Commissions

Click the Add button next to "Co-Sell Commission(s)".

This screen displays the Co-Sell Commission form, which allows administrators to add or edit details for a co-sell commission. Co-sell commissions are financial incentives paid to partners for their involvement in closing deals, often in collaboration with the vendor's sales team. This form captures essential information about the commission, including its unique identifier, the associated partner and opportunity, the commission rate and amount, and the date it was earned. The data entered here contributes to the overall reward accrual process within the Incentivize module, ensuring accurate tracking and eventual payment to partners.

Fill out the Co-Sell Commission form with the relevant details.

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Co-Sell Commission Information

Managing Referral Commissions

Click Add next to "Referral Commission(s)".

This screen provides the interface for adding new referral commission records or editing existing ones. Referral commissions are a type of sales commission within the Incentivize module, typically generated when a partner refers a lead that converts into a deal. This form allows administrators to manually input or adjust details related to a specific referral, including the referring partner, the lead's name, the commission percentage or amount, and the date the commission was earned. It is crucial for accurately tracking and managing the financial incentives owed to partners for their referral activities, ensuring proper attribution and payment processing within the overall commission workflow.

Enter or update the details for the referral commission in the provided fields.

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Referral Commission Information

Managing Invoice Commissions

Click the Add button next to "Invoice Commission(s)".

This screen displays the form for adding or editing an Invoice Commission record within the Incentivize module. Invoice Commissions are used to track and manage commissions earned by partners based on specific invoices, often for sales that are not directly tied to a registered deal in the Sell module. This form allows administrators to manually input or adjust the details of an invoice commission, including the associated partner, the invoice specifics, and the calculated commission amounts. This process is critical for ensuring accurate tracking of partner earnings and facilitating timely payouts, especially for commission structures that rely on invoice-level data rather than deal-level data.

Fill in the details on the Invoice Commission(s) form to create a new invoice commission record.

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Invoice Commission Information