Commission Report

The Commission Report shows commission per sales rep with inline-editable commission percentages.

⚙️ How It Works

The report shows commission calculations grouped by rep, then by client and project within each rep.

Commission percentages are editable inline - you can change the percentage on individual lines or set a bulk "global commission %" per rep. The report recalculates live as you make changes.

Commission can be calculated on either Total Selling or GP Amount, depending on your commission structure. Sub-totals are shown per rep, with a grand total across all reps at the bottom.

🔍 Filters

• Order type - five options: Approved, Invoiced, Partially Paid, Paid in Full, or Delivered

• Commission basis - Total Selling or GP Amount

• Include expenses - toggle on or off

• Date range

📋 What You'll See

Each row shows:

• Sales Rep

• Customer

• Industry

• Project Number

• Document Number

• Invoice Date

• Total Cost

• Markup

• Total Selling

• Paid

• GP Amount

• GP%

• Commission%

• Commission Value

• Expenses

💡 When to Use This Report

This report is useful for:

• Monthly commission calculations

• Comparing commission on selling vs GP

• Reviewing rep earnings across different order types

• Adjusting commission percentages per line or per rep in bulk

✅ Summary

• Commission percentages are editable inline - per line or in bulk per rep

• Choose whether commission is based on Total Selling or GP Amount

• Filter by order type to calculate commission at different stages of the sales cycle

• Sub-totals per rep and grand totals update live as you make changes