7 steps to complete.
This how-to will show just how easy it is to create a New Commission profile in the Data and Commissions portal.
Click on the Commissions tab.
The Commissions tab.
You are now on the Commission Runs page.
Note: the Commission Runs page is also accessible via the left sidebar after clicking the Commissions tab.
On the Commission Runs page, click the +New Profile button on right.
The +New Profile button.
The New Profile pop-up window opens.
In the New Profile pop-up window, in the Description text field, type a name for the commission profile.
The Description text field.
Note: If this is a profile that is being used to determine progress before the end of a commission period, give it a name like “test profile” or similar to avoid confusion as the profile is reviewed.
Numerous commission profiles can be created for the same commission period for testing and auditing.
In the Expires On dropdown, select the date the commission profile expires.
The Expires On dropdown.
In the Template dropdown, select the desired template.
The Template dropdown.
In the Period dropdown, select the desired commission period.
The Period dropdown.
Click the Create Profile button in the bottom right corner.
The Create Profile button.
The new profile is now on the Uncommitted Commission Runs list.
You now know how to create a new commission profile.