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A commission calculation processes all deals for a given period, applies each rep’s commission plan, and produces commission amounts.

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How it works

When you run a calculation for a period (e.g., 2026-05):
  1. CommissionKit fetches all closed_won deals with that exact period
  2. For each deal, it looks up the rep’s assigned commission plan
  3. It applies the plan’s rules to compute the commission
  4. Results are stored as a commission run with full audit trail

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Filtering

  • Only deals with stage closed_won are included
  • Only deals matching the exact YYYY-MM period are included
  • Deals in other periods or stages are excluded

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Running a calculation

  1. Go to Calculations
  2. Select the target period
  3. Click Run Calculation
The calculation runs asynchronously. You can track its progress in the calculations list.

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Re-running calculations

If you add, edit, or delete deals in a period that was already calculated, you need to re-run the calculation to update the results. Each run is stored separately, so you can compare historical runs.

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Calculation detail view

After a run completes, you can view the breakdown:
  • Total commission per rep
  • Per-deal commission details with rate applied
  • Calculation notes explaining how each amount was derived

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Example breakdown

For a 50,000dealwithatieredplan(550,000 deal with a tiered plan (5% up to 25k, 10% above):