Targets & Commission

1 Targets & Commission: what each person should bring in, and what they earn Monthly sales targets for people or circles, commission plans that pay more above the target, statements approved before… 2 Switching it on, and what appears Targets & Commission is its own module, in the Full Suite plan. What appears in the sidebar when… 3 Setting sales targets One figure per person or circle for each month of the April to March year, typed into a… 4 What counts towards a target Collected, invoiced, deals won or the number of deals: what each one counts, whose it is, and why… 5 Copying and spreading targets Fill a quarter from the month before it, or spread a yearly figure into twelve equal months. 6 My target: a salesperson's month on one screen How far you have got, whether you are ahead of an even pace, the lines it came from,… 7 Commission plans Who is paid commission, on what, and at what rate, in five numbered steps with the whole plan… 8 One rate, or steps against the target The same percentage on everything, or rates that rise as a person passes their target, each on the… 9 A fixed amount for each deal won A set amount in rupees for every deal won, whatever its value: for teams whose job ends at… 10 Cross-sell in a plan When another department wins a deal opened from a salesperson's deal, a share of it counts to their… 11 Taking commission back Credit notes, bounced cheques and invoices left unpaid too long: what each takes back, when, and at what… 12 Commission statements One statement per person and month, worked out line by line from their plan, waiting for approval before… 13 Approving and sending back Nothing is paid until a manager approves it, nobody approves their own, and a statement that needs fixing… 14 Commission in payroll Approved commission goes into the next payroll run as an earning: it adds to gross pay and to… 15 A worked example: Rohan's September One salesperson's month from first payment to payslip: steps against the target, a cross-sell share, a credit note… 16 Partner payouts What each kind of channel partner earns, a partner's own rate, and each month's payout worked out from… 17 TDS and GST on partner commission GST at 18% when the partner is registered, and TDS under section 194H once their commission for the… 18 The bill a payout makes Approving a payout makes a draft purchase bill to the partner's vendor: commission, GST if registered, TDS under… 19 Who can see and do what Five permissions, one per screen, set on roles like any other: who sees their own target, who sets… 20 On a phone Every Targets & Commission screen is laid out for a phone: My target first, statements to approve on…