Note: This is a module for Perfex CRM. Not a standalone script.
Commission Program is most commonly known as the variable component of a total sales compensation package. The total commission earned is dependent on each salesperson’s individual goals and their performance.Your commission structure ties a sales rep’s performance to the amount of money he or she will take home each paycheck. It’s no secret that accountability produces results, and a well-structured commission plan is an excellent way to incentivize top performance.
Because there’s no one size fits all, sales compensation plans come in many shapes and sizes, including: salary/hourly + commission, commission-only, tiered commission, residual commission, and variable-rate commission. Of these, the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale. Very simply, a sales rep who closes a deal for $500 with a commission rate of 5% earns $25 per sale.
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
- Create Sales Commission Structures, support set up by customer groups or customers:
– Structure 1 – Percentage Invoice
– Structure 2 – Ladder Invoice
– Structure 3 – Percentage Product
– Structure 4 – According to the first order
– Structure 5 – According to the quantity of each item in the order
- Ccommission hierarchy and commission settings for the staff assigned to the client group:
- Allocate commission program to Staffs:
- Allocate commission program to Clients/Partners:
- Commission will be automatically calculated with payment, in case any invoices have not been calculated, you can use recalculate:
- Commission payment receipt, receipts can be converted to expense:
- View reports and commission statistics:
- Dashboard widget for each employee when logged in:
Perfex CRM Commission Program Demo
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
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Version 1.0.0 / 2020-07-06
Version 1.0.1 / 2020-07-08
Add commission program set by customer group or customer
Version 1.0.2 / 2020-07-26
Fix minor bug Allocate commission by product group Add a commission rule for the first order Add a commission rule according to the number of items in the invoice Add commission program for Customers / Partners
Version 1.0.3 / 2020-08-20
Correct commission structure would be 10% of the SUBTOTAL not including the tax Add a commission hierarchy Add the staff assigned to take charge of the customer group, calculate the commission for this customer group Add commission payment receipt, receipts can be converted to expense Update statistics and add filters