Exodus Salesforce Docs
Workflow Guides

Commissions

Commission workspace, groups, tiers, overrides, decay, payment readiness, and reporting

Commission Workspace

The Commission Workspace is for commission owners and managers. It includes commission dashboards, admin workspace, decay settings, groups, tiers, group members, SKU overrides, user overrides, quotes, items, sales orders, reports, and dashboards.

Commission Flow

Configuration Layers

LayerPurpose
Commission GroupGroups eligible users or product structures.
Commission TierTiered rate behavior.
Commission Group MemberUser participation in a commission group.
Commission SKU OverrideItem-level override.
Commission User OverrideUser-specific override.
Commission Decay SettingsTime/behavior-based decay rules.

Payment Readiness

Commission Payment Readiness reporting should be used before treating commissions as ready for payout. Payment state, sales order state, margin, refunds, disputes, and collection timing can affect payout confidence.

Reporting

Use commission dashboards and reports to review monthly trend, orders by rep, margin by rep, and payment readiness. Managers should resolve override and decay questions before final payout review.

Last updated on

On this page