Product / sales commission calculation spreadsheet
Replace the sales commission calculation spreadsheet
Sixty-three percent of businesses still calculate commissions in a spreadsheet. It is the one every rep checks and every controller dreads, because a wrong cell means a wrong payslip. Our first runbook was a commission accrual. It took two days to build and gives that team back a work-month a year.
How it is done by hand today
- Export closed-won deals from the CRM for the period.
- Apply each rep's plan: rates, accelerators, splits, clawbacks, caps.
- Reconcile against payroll's view and chase the disputes.
- Book the accrual, then the true-up next period when the cash lands.
What the runbook does
- Pulls closed-won deals from HubSpot or Salesforce at month end, before payroll.
- Applies each plan from a plan table you own, including splits and clawbacks.
- Books the accrual in the ledger and the true-up the following period, with a named approver on every posting.
- Produces a per-rep statement so disputes are answered from the log, not from memory.
What it costs you today
Hours to build the sheet each period, hours to answer rep questions, and the cost of a wrong payslip. Most teams underestimate the second item. We quantify all three, free, in a week.
Questions we get
Can the plans change mid-year?
Yes. Plans live in a table you edit; the agent reads the version in force for the period.
Does it replace commission software?
For most teams under 50 reps, yes, at a fraction of the annual licence.
How long until it is live?
Our first commission runbook shipped in two days. Allow three to four weeks with testing beside your team.
Bring this workflow to a call and we will quantify what it costs you, free, in a week.