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
- 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:
- View reports and commission statistics:
- Dashboard widget for each employee when logged in:
Login: email@example.com Password: 123456a@
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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ChangelogVersion 1.0.0 / 2020-07-06
Initial versionVersion 1.0.1 / 2020-07-08
Add commission program set by customer group or customerVersion 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