Setting up a Commission Plan
A commission plan is designed to create visibility towards your partner on the expected commission they are entitled to when they are closing deals.
Follow the steps below to create and manage your commission plans:
Navigate to commission > Plans
In the left hand navigation click "Commission" and select the "Plans" menu item.
Create a new commission plan
Click "Create Commission Plan" and enter a name (e.g., Partner Retainer program, Partner commission 2025).
Define the trigger
Configure from which deal stage the commission calculated should be triggered.
Define the type of reward and frequency
Specify the type of reward for the commission plan, such as a fixed amount or % percentage of a sale.Make sure to select on which deal property the commission should be calculated. (E.g: based on deal amount, annual recurring revenue, annual contract value or any other CRM deal property).
You can define the commission frequency to indicate when your partners will be rewarded with their earned commissions.
This can be set as a one-time, a monthly (MRR) or yearly (ARR) frequency and recurring with different percentages per month or year if needed.
You have a clear overview on your commission plans and which partners are linked to it.
