Running Calculations

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When to run

Run a calculation after:

• Importing or creating deals for a new period
• Updating deal amounts or stages in an existing period
• Changing a rep’s commission plan
• Adding a new rep with deals in their period

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How to run

1. Go to Calculations
2. Select the period using the month picker
3. Click Run Calculation
4. The run is queued and processed asynchronously

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What happens during a run

1. Deals with stage closed_won and matching period are fetched
2. Each deal’s rep is resolved and their commission plan is loaded
3. The plan’s commission function is applied to the deal amount
4. Results are stored and aggregated per rep
5. Admins are notified on completion

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Understanding results

Each calculation run produces:

• Total commission per rep
• Commission per deal with the rate applied and calculation note
• Effective rate — the actual percentage earned (may differ from nominal rate for tiered plans)

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Reading calculation notes

The notes explain how each commission was derived:

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Historical runs

Previous calculation runs are preserved. You can view the history of runs for each period, including the timestamp and who triggered the run.