Description
Full Walkthrough
Set your tiers, log closed deals and get each rep's payout with accelerators, SPIFFs and clawbacks, plus a rep statement and attainment heat map.
Who it’s for
Sales managers, founders and RevOps or finance people running a commission plan for 2 to 30 reps from a spreadsheet.
What’s inside
- Dashboard: Bookings, quota, attainment, payout, cost of sales, reps at quota, YTD totals, average deal, clawbacks, leaderboard, charts
- Payout: Per rep for the month: quota, credited sales, attainment, commission per tier, SPIFFs, clawbacks, total payout, effective rate
- Statement: A one-rep commission statement for the report month, with every deal
- Attainment: 12-month attainment heat map per rep
- Deals: Closed-won deals with multipliers, credited amount, clawback flag
- Reps: Reps, roles and monthly quotas
- SPIFFs: One-off bonuses
- Settings: Tiers, rates, clawback window, product and deal-type multipliers
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
A calculator, not legal or payroll advice. Check your written plan and local wage rules before paying.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Sales Commission Calculator: Tiered Rates, Quota & Rep Tracker on Gumroad
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