A Commission Profile is a reporting page that allows you to see what will potentially be paid out for commissions in the selected period. The data shown in this profile will not be the final, but is a view into who’ll be paid at the end of the period based on their qualifications.

When the commission profile is committed, the amount to be paid out is final.

Note: The profile will only show what will be paid out to the qualified associates. Anything that is being held, forfeited, or otherwise deferred will display after the profile has been committed.

What We’ll Cover

• Locating a Profile
• Auditing Process
• Auditing Tools
  • Payment Pools
  • Options
  • Merchant Totals
  • Rank Profiles
  • Bonus Profiles
  • Commission Details

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Locating a Profile

In Corporate Office, navigate to: Commissions > Commission Runs.

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/Profiles

1. The Period Selector allows you to sort the commission runs based on a certain time period. The default on this page is the last 7 days. You can, however, select any date range you want to view commission runs in that period. Use it Locate the commission period you want to audit.
2. Once located, click the View button.

This navigates you to the Commission Profile page where you can begin auditing.

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Auditing Process

1. View the Commission Profile and inspect the numbers.
2. If there is anything to be changed, use the Overrides page to override and adjust commission payments.
3. Do a second round of auditing——typically by another person to cover all bases.
4. Make any further adjustments.
5. Lock and commit the Commission Profile.

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Auditing Tools

In the Commission Profile page, you can review various types of data.

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Payment Pools

Payment Pools shows a breakdown of the commission payments by bonus.

1. Pool – The pool is a breakdown of the bonus types being paid.
2. Percent – Displays the percentages for each pool.
3. Pool Amount – The pool amount is calculated based on potential payout. If all associates in the organization were qualified to be paid, this is how much it would be.
4. Used – Based on qualification status, this is how much will actually be paid out for that commission period.
5. % Used – This represents the percentage of money that will actually be used/paid from the pool amount.
6. Remaining – The amount remaining equals the pool amount, minus the used amount.

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Options

This side panel data is a display of all the qualification options and conditions that have been programmed in the compensation plan. These are the qualifications achieved for the associate to qualify for the bonuses.

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Merchant Totals

This feature shows a breakdown of payout based on payment method type. This should equal the Used amount that displays in Payment Pools.

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Rank Profiles

The rank profiles feature offers a breakdown of the associates being paid at each rank.

1. Profile - If you expand the profile name, it will display all associates that are included in the Paid Count and how much they earning.
2. Count – Total number of associates at each rank. Clicking the link expands the profile.
3. Paid Count – Number of associates that will be paid at that level. Clicking the link also expands the profile.
4. Associate Profile - Displays the associate’s name, ID, and the commission earned.
   1. View Detail- When you select the View Detail button, it will pull up the logic behind the bonus payout in a pop-up window. This is a breakdown of how the system determined that they were eligible for the bonus.
   2. Details - View the associates that contributed in earning the bonus in a pop-up window.

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Bonus Profiles

This is a grouping of the type of bonus that was paid out, regardless of rank. You can download each bonus profile to compare data.

1. Profile – If you expand the profile name, it will display all associates that are included in the Paid Count and how much they earning.
2. Count – This is the amount of each bonus being paid out. Clicking the link navigates you to a bonus detail page where you can view a breakdown of how much volume the associate had, From what order number it came, to whom it was paid, etc. This is a great resource to do your auditing and follow the trail of all the orders and figure out how everything is getting paid out.

To learn how to configure volume and bonuses to inventory items see: Adding Volume and Bonus Amounts to Inventory Items. To learn the different methods to adjust volume distribution see: Adjusting Volume on an Order Before the Commission Period is Closed and Adjusting Associate Commission Volume

3. Download – This downloads a CSV file. The file contains the associate being paid, the bonus they are earning, and the individuals that contributed to them earning that bonus.

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Commission Details

The Commission Details feature allows you to search for specific associates and view the commission amount being paid for the period.

1. Search by - Select whether to search by Associate Name or ID, Order Number, or Any Field.
2. Search Bar - Search by the selected query type above.
3. Associate Profile - Displays the associate’s name, ID, and the commission earned.
   1. View Detail - When you select the View Detail button, it will pull up the logic behind the bonus payout. This is a breakdown of how the system determined that they were eligible for the bonus.
   2. Details - View the associates that contributed in earning the bonus.
   Note: This is the same information that will be available on the downloadable CSV files.

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With the first round of auditing complete, continue to the next section to learn how to make overrides and adjustments to correct the commissions before they’re payed out.