Commissions: pay your sellers without a spreadsheet

Every MSP that pays its sellers on commission runs the same monthly fire drill: someone exports the won opportunities, rebuilds last month's numbers in a spreadsheet, argues over which line counts yet, and pays late. Commissions replaces that. It lives in the Sales area, it reads the opportunities and quotes you already close, and it assembles each rep's statement for you, every month, on its own.

You set up the pay plans once. After that, a won opportunity flows onto the right rep's statement automatically, moves up a recognition ladder as the work becomes real, and lands on a statement the rep reviews and submits and a sales leader approves. Nobody types a commission amount into a box. The module does the math from your own data and shows its work. Every amount you type into a plan and every amount a statement prints is in your workspace currency, set in Settings › General › Region and words, and nothing is converted.

Commissions sits under Sales in the sidebar. It needs CRM access (the same flag that unlocks the rest of the Sales area), so partners never see it at all. What you see inside depends on your seat:

• Account executives see their own money only: My commission (with the spiffs they can earn and, when it's on, their President's Club standing) and My statements. A rep can never see another rep's earnings.
• Sales leadership (a sales manager or a tenant admin, or an account executive with the sales-manager flag) sees the whole team: the Overview cockpit, the Team tracker, Plans & incentives (pay plans, spiffs and President's Club), My commission, My statements, and Statement history.
• Commissions are for those three roles only. A project manager, service manager, engineer, dispatcher or vCIO never gets a statement or the commission pages, even with CRM access, Full CRM or the sales-manager flag, and Finance never does either.
• Partners see nothing. Commission data is CRM data; the partner portal can't reach it.

A rep is assigned a plan; an opportunity they own is won; the module drops a line onto their next monthly statement, recognizes it up the ladder as the work becomes real, and pays it on the statement's pay date once a leader approves. The rest of this article is just the detail behind that sentence. If you're setting up plans, read "Plans & incentives: pay plans, spiffs and starter templates". If you're a rep reading your statement, read "Review, submit, and download your commission statements". If you lead sales, read "Approve, split, and adjust commission statements".

Nobody has to open the Commissions page for a statement to fill in. Within a few minutes of an opportunity being won, reopened or changed, Current works out the commission and updates the rep's statement for that month, and it refreshes every open statement again through the day. If an opportunity is reopened, moved to another rep, re-dated into another month or re-priced before the statement is approved, its line is taken off and worked out again from the opportunity as it now stands. Lines a leader edited or split by hand are left exactly as they are.

• Each opportunity is paid on the plan the rep was on the day it was won. Moving a rep to a new plan changes opportunities won from that date, never earlier ones.
• A rep can submit a month any time, but a leader can approve it only after the month ends, because opportunities can still land on it until then.
• When a statement is approved, lines still waiting on kickoff or invoice move to the rep's next statement on their own and pay there once they're earned.
• Only a close made in Current earns commission: an opportunity a person moves to Won, or a quote that is won. An opportunity that arrives already won from your PSA, HubSpot or an import gets no line, and if a sync closes an opportunity after its line was added, the line comes off the next refresh of an unapproved statement (a line already paid stays). See "Closing an opportunity: Won, Lost, and the celebration".

• Plans & incentives, where leadership defines how people get paid. Three tabs: Pay plans (build a plan and assign it to each rep with a start date; three best-practice templates are seeded for you), Spiffs (short bonus pushes), and President's Club (the yearly race).
• Statements, the monthly document that assembles itself from won opportunities, quotes, and goals. Reps review and submit; leaders approve or return.
• Dashboards, the leadership Overview and Team tracker for the whole team, and the rep's My commission page with a running earnings estimate, the spiffs they can earn, and their President's Club standing when the club is on.