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Quotaline Commissions

By Zovo

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Overview

Quotaline Commissions calculates sales commission payouts and commission statements for a sales team from its comp plan. Give it the plan terms and the sales, or attach a deals export from your CRM or spreadsheet, and it works out what each rep earned, deal by deal, to the cent. It handles the plan structures that cause commission disputes: flat rates, tiered commission with marginal (stepped) or retroactive tiers, quota attainment with accelerators and decelerators, commission caps, recoverable and non-recoverable draws against commission with the balance carried forward, split deals (60/40 or across several reps), SPIFFs and bonuses, clawbacks for refunded or cancelled deals inside a clawback window, commission on gross margin, and OTE with target variable pay. When a plan does not say whether tiers are retroactive, both results are shown side by side so you can check the signed plan before payroll. Typical tasks: - How much commission do I get on 72k if I earn 5% up to 50k and 8% above? - How much commission did each rep earn this month? (upload the deals CSV or Excel file; columns such as rep, deal, amount, margin, close date and status are matched automatically) - Recoverable draw against commission: what is payable now and what carries forward? - Compare two comp plans at 50% to 200% of quota and see where one overtakes the other. Each statement lists each deal with the tier and rate applied, the draw recovered, clawbacks and the amount payable now. Download a commission statement PDF (one section per rep, with signature lines) and an Excel workbook with the team summary, each deal line and the tier breakdown. The widget shows rep cards with quota attainment bars and a marginal vs retroactive toggle. Limitations: it follows the plan terms you enter and does not read comp plan documents. It does not compute payroll taxes, withholding or take-home pay. Up to 5,000 deal rows and 200 reps per run; CSV and .xlsx files only (no PDF or scanned files). Download links expire after about an hour. Results are informational; your signed compensation plan governs.

Tools

calculate_commission

ChatGPT
Use this when the user wants to calculate sales commission for one rep: a flat rate, a tiered commission ("5% up to 50k then 8% above"), quota attainment with accelerators or decelerators, a cap, a draw against commission, split deals ("split commission 60/40"), SPIFFs, clawbacks for refunded or cancelled deals, gross-margin commission, or OTE/target variable pay. Give either a sales_total or the deals. Returns the commission per deal with the tier applied, the tier breakdown, marginal and retroactive results when the plan does not say which, the draw recovery, the amount payable now, and a PDF commission statement plus an Excel file. Does not compute taxes or take-home pay. Do not use for a whole team or an uploaded deals file (use generate_commission_statements) or for commission-free trading.

compare_comp_plans

ChatGPT
Use this when the user wants to compare two commission plans or comp plans ("compare these two comp plans", "which plan pays more at 120% of quota"): computes the commission each plan pays at several sales levels, the difference, and where one plan overtakes the other, with tiers, accelerators, quota percentages and caps applied, computed in cents. Does not handle draws, deal lists or taxes, and does not judge which plan is fair. Do not use for a single plan's payout (use calculate_commission).

generate_commission_statements

ChatGPT
Use this when the user wants commission statements for several reps, asks "how much commission did each rep earn this month", or attaches a deals export (CSV or Excel from a CRM or spreadsheet with rep, deal, amount, margin, close date, status columns; columns are matched automatically). Applies one plan to all reps (with per-rep quota, draw and prior balance overrides), handles split deals, SPIFFs, clawbacks, caps and draws, and returns a team summary, a commission statement PDF with one section per rep, and an Excel workbook listing each deal line. Does not compute taxes, withholding or take-home pay, and does not read PDF or image files. Do not use for a single quick commission question (use calculate_commission).

Capabilities

Interactive

Example Prompts

Click any prompt to copy it.

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