Set up a commission plan

Setup

Go to Settings → Sales → Commission Plans.

Option A — build it manually:

1. Click New plan. Give it a name and settlement period (monthly, quarterly, etc.).
2. Choose the basis: % of Gross Profit, % of Revenue, flat per deal, flat per new account, per activity, or formula. Set the base rate and minimum margin to qualify.
3. Add Quota & ramp rows (tenure month → quota), e.g. M1 R60k, M4 R90k, M7 R150k.
4. Add Quota-gate tiers (attainment % → payout multiplier), e.g. <60% = 0, 60-79% = 80%, 80-99% = 90%, 100-119% = 100%, 120%+ = 115%.
5. Add Product overrides (signup bonus / % of sale / exclude), Recurring rules (max months), and the Clawback schedule.
6. Save, then assign reps to the plan (each with a start date that drives the ramp, and an optional rate override).

Option B — create with Bizzy (AI):

1. Click ✨ Create with Bizzy (Settings → Sales → Commission Plans → New).
2. Paste your written commission policy (or upload a .txt).
3. Bizzy extracts a structured plan config; review the fields and confirm.
4. Save — then assign reps as above.

Commission then generates per period into settlements, viewable under CRM → Sales Management → Performance → Commissions. Note: Gross-Profit-based plans need quotes with line items and product costs to compute commission.