Commission statement
Total
—
GroupCategoryBookingRatePayout
New dollarNew logo———
Growth / expansion———
New dollar subtotal——
RenewalsRegular renewal———
Multi-year — 1st year———
Multi-year — out year———
Renewal subtotal——
OtherProfessional services———
ENT big deal SPIF———
Digital big deal SPIF———
Quarterly performance bonus—$0
Total commission payout
—
Deal breakdown
Deal simulation
Current status
Open pipeline — click to add to simulation
No deals selected
Team view
Team summary
Team commission split
Total
—
← Select a team member to see their breakdown
Users
Users added here can log in with their email and password. Assign a role to control what they can access.
All users
| Name | Role | Actions |
|---|
Data import
Open pipeline — AE simulation
Upload an open opportunities Salesforce report (CSV). AEs will see their own pipeline in the Simulation tab to model future commissions.
📋
Drop open pipeline CSV here
Salesforce open opportunities report · CSV format
Last upload: ${typeof pipelineUploadDate !== 'undefined' && pipelineUploadDate ? pipelineUploadDate : 'Not uploaded yet'}
Export a Closed Won opportunities report from Salesforce as CSV and upload it here. All AE deal data and commission statements will update automatically.
Upload Salesforce CSV
↑
Drop your Salesforce CSV here
or click to browse your files
How to export from Salesforce
1
Create the report
Go to Reports → New Report → Opportunities. Filter by Stage = Closed Won and set your date range.
2
Add required columns
Include: Opportunity Owner, Account Name, Opportunity Name, Type, Amount, Close Date, Multi-Year and any custom $ split fields.
3
Export as CSV
Click the dropdown arrow next to Run → Export → select Details Only → CSV format.
Columns the app recognises automatically
Opportunity Owner
Owner Full Name
Account Name
Opportunity Name
Type
Amount
Close Date
Multi-Year Deal
New Business $
Growth $
Renewal $
Professional Services $
Admin view
You are previewing the AE experience. Changes made here do not affect the AE's session.
Commission statement
Total
—
GroupCategoryBookingRatePayout
New dollarNew logo———
Growth / expansion———
New dollar subtotal——
RenewalsRegular renewal———
Multi-year — 1st year———
Multi-year — out year———
Renewal subtotal——
OtherProfessional services———
ENT big deal SPIF———
Digital big deal SPIF———
Total commission payout
—
Deal breakdown
✓ Calculations updated everywhere
Employee Plans
Manage plans by year
Plan year
Employees