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Get from zero to your first commission calculation in a few steps.

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Prerequisites

  • A CommissionKit account (admin access)
  • A workspace set up with at least one sales rep
  • Deals ready to import or create

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Step 1: Add your first deals

Create deals manually or import them in bulk.
1

Create a deal

Navigate to Deals and click Add Deal. Enter the rep, deal name, amount, close date, and stage.
2

Or import in bulk

Click Bulk Import and upload a CSV or XLSX file. CommissionKit parses the file and shows a preview where you can edit rows before importing.Download a template to see the expected column format.

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Step 2: Create a commission plan

Plans define how commissions are calculated for each rep.
  1. Go to Settings → Plans
  2. Click Create Plan
  3. Choose a plan type:
    • Flat rate — A fixed percentage on every deal
    • Tiered — Marginal rates that apply to portions of the deal as it passes each tier
    • Accelerator — A higher rate applied to the full deal amount when it exceeds a threshold
  4. Set the rates and assign the plan to your reps

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Step 3: Run a calculation

  1. Go to Calculations
  2. Select a period (e.g., the month your deals closed in)
  3. Click Run Calculation
CommissionKit processes all deals for that period, applies each rep’s plan, and computes commissions.

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Step 4: Review and payout

  1. Go to Payouts to see computed commissions
  2. Adjust amounts if needed
  3. Approve and mark as paid

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Next steps