Commission Overview Report

The Commission Overview report is a comprehensive summary of information found on other commission reports. It is available to employees assigned a sales person role or higher.

The report shows commissions for each transaction, by sales people who are on commission plans, at every level of your sales staff hierarchy. This report includes all commissionable transactions including sales orders, cash sales, invoices, return authorizations, cash refunds, and credit memos.

For an estimate of the total potential commissions that employees might earn, review the Estimated Commission Summary report.

For each transaction, the following information appears:

Name of sales representative
Transaction date
Name of the commission schedule used to generate the commission amount
Transaction type
Transaction / Document number
Transaction Base Amount – amount of a transaction used to calculate commission
Calculated Amount – maximum potential commission, based on commission schedule rules, for a transaction
Eligible Total – the Calculated Amount that meets commission eligibility requirements including invoices that are not fully paid as of the report date
Authorized Total – amount reviewed and authorized for payment in the current period, usually by the sales person's supervisor

This amount exists on a commission payable transaction and may be awaiting accounting approval before initiating payment.
Rejected Total – amount of the Authorized Total rejected by the approver (if applicable)
Paid Total – amount of authorized commissions paid with an Accounts Payable or Payroll check

The sales representative may not yet have received this amount, depending on payroll or other payment processing.

To see an Commission Overview report:

Go to Reports > Commissions > Commission Overview.

A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.

Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences > Analytics subtab.

To see an Commission Overview report:

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