Understanding the Commissions Report
The Commissions Report provides a comprehensive view of commission data per event, allowing finance and operations teams to track payouts across representatives and distributors. This report introduces the ability to calculate and view commission splits between a primary representative and a sub-representative, ensuring accurate compensation for collaborative cases.
What it Means for You
Automated Split Calculations: Easily apply a percentage-based split between the primary and sub-representative to see exactly how much commission is owed to each party.
Unified Financial View: View total sales and total commission amounts alongside representative data in a single, exportable report.
Accurate Eligibility Tracking: The report automatically excludes events marked as "No Commission," ensuring your financial data only reflects eligible sales.
Flexible Filtering: Search and filter by representative, manufacturer, event date, physician, or event status to find the specific data you need.
Using the Commissions Report in Your Workflow
Events and Sales
When a sub-representative is assigned to a case, the report identifies both parties and applies the commission rate associated with the primary representative. If a physician-specific commission override exists for that representative, the report will automatically prioritize that rate over the standard base rate.
Data Transparency
The report provides numerous columns of detailed information, including:
Physician Override Indicator: Clearly see "YES" or "NO" if a custom rate was applied for a specific physician.
Associated Distributor: The report identifies the distributor linked to the event or the representative's hierarchy.
Total Sales: Calculated as the sum of all inventory items used, excluding price adjustments and shipping charges.
How to use the Commissions Report
Navigate to Reports: Access the Reports page and locate the Events and Sales section.
Open the Report: Click on the Commissions Report.
Set the Commission Split (Admin Only): Use the Rep Commission Split dropdown at the top of the report to select the primary representative's percentage (e.g., 50%).
Note: The system will automatically calculate the Sub-Rep's portion based on this selection.
Apply Filters: Use the multi-select filters to narrow down your results by date range, manufacturer, or specific representatives.
Review Calculated Amounts:
View the Rep Commission Amount and Sub-Rep Commission Amount columns to see the split totals.
If no sub-representative was assigned to an event, the sub-rep columns will display as N/A and the primary representative will receive the full commission.
Include Non-Commissionable Events: If you need to see events flagged as ineligible for commission, adjust the Commission Eligible filter to include "NO".