Overview
The Commissions Report (also known as the Camber Commissions Report) is a Looker-powered reporting dashboard in ConnectSx Beacon designed to provide finance, billing, and operations teams with complete visibility into event-level sales and commission calculations.
This report automates layered, multi-tier commission calculations, including automated split payouts between a primary sales representative and an assigned sub-representative. It calculates total billable sales per event, applies the correct base or physician-override commission rate, splits the commission based on an adjustable percentage parameter, and accounts for non-commissionable events.
Key Capabilities & Calculation Logic
The report incorporates automated logic to ensure accurate, transparent commission distributions across collaborative surgical cases:
Commission Rate Hierarchy: The report checks whether a physician-specific commission rate override exists for the primary representative and attending physician pair. If an override exists, it is prioritized over the representative's standard base commission rate. If neither is configured, the rate defaults to 0%.
Interactive Commission Split Parameter: An interactive Rep Commission Split dropdown parameter at the top of the report allows users to set the primary representative's commission share between 0% and 100% in 1% increments (defaulting to 50%).
Automated Sub-Rep Calculation: The Sub-Rep Commission Split is automatically calculated as
100% - Rep Commission Split.Total Sales Rules: Total Sales is calculated as the sum of prices for all billable items used during the event. Price adjustments, shipping charges, and non-inventory items (such as catalog items categorized as 'Other') are automatically excluded from sales totals.
Split Payout Amounts:
Total Commission Amount: Calculated as
Total Sales × Rep Commission Rate.Rep Commission Amount: Calculated as
Total Commission × (Rep Commission Split / 100). If no sub-representative is assigned to the event, the primary representative receives 100% of the commission.Sub-Rep Commission Amount: Calculated as
Total Commission × (Sub-Rep Commission Split / 100). Displays N/A if no sub-representative is assigned.
Commission Eligibility Filtering: Events marked with the No Commission flag (e.g., samples, demos, or warranty replacements) display $0 commission amounts and are filtered out of the report by default. Users can include these events by modifying the Commission Eligible filter.
Understanding the Report Data Columns
The report displays 19 comprehensive data columns arranged in the following order:
Column Name | Description |
Event Date | The date and time when the surgical case or event occurred. |
Event ID | The unique system identifier for the event. |
PO Date | The date the Purchase Order was entered for the event. |
Manufacturer | The manufacturer associated with the event's inventory. |
Physician | The attending physician assigned to the event. |
Event Status | Current workflow status of the event (e.g., Open, Pending PO, Pending Payment, Paid). |
Event Type | The event classification (e.g., Case, Stocking Order). |
Commission Eligible | Displays "YES" for commissionable events or "NO" if flagged as non-commissionable. |
Event Rep | Primary sales representative assigned as custodian/rep on the event. |
Sub Rep | Secondary representative assigned to the event (blank if none). |
Associated Distributor | The distributor group linked to the event or representative hierarchy. |
Total Sales | Total billable sales sum (excluding shipping and price adjustments). |
Rep Commission Rate | The effective commission rate applied (physician override or base rate). |
Physician Override | Displays "YES" if a custom physician override rate was applied; otherwise "NO". |
Primary Rep Commission Rate | Effective split percentage assigned to the primary representative. |
Sub-Rep Commission Rate | Effective split percentage assigned to the sub-representative (or N/A). |
Rep Commission Amount | Dollar commission payout calculated for the primary representative. |
Sub Rep Commission Amount | Dollar commission payout calculated for the sub-representative (or N/A). |
Total Commission Amount | Total calculated commission for the event prior to the split. |
Interactive Report Filters
The top of the dashboard includes 8 multi-select filters to refine your data view:
Rep: Filter by primary sales representative assigned to the event.
Manufacturer: Filter by manufacturer associated with the event.
Event Date: Filter by event occurrence date or date range.
PO Date: Filter by Purchase Order entry date or date range.
Physician: Filter by attending physician.
Event Status: Filter by event workflow stage (e.g., Open, Pending PO, Pending Payment, Paid).
Event Type: Filter by event classification (e.g., Case, Stocking Order).
Commission Eligible: Filter by commission eligibility status (YES / NO; defaults to YES only).
How to Use the Commissions Report Step-by-Step
Navigate to Reports: Log into the ConnectSx Console and click Reports in the left navigation menu.
Open the Report: Expand the Events & Sales section and click on Commissions Report.
Select the Primary Rep Split: Locate the Rep Commission Split parameter dropdown at the top of the report and choose the percentage assigned to the primary representative (e.g., 50%).
Note: The system automatically calculates the Sub-Rep Split as
100% - Rep Commission Split.Apply Filters: Adjust any desired filters (e.g., Date Range, Representative, Physician, or Manufacturer).
Update Dashboard Results: Click the purple Refresh / Update button (circular arrow icon) in the top-right corner of the filter panel to recalculate the table.
Review Split Payouts: Examine the Rep Commission Amount and Sub Rep Commission Amount columns to see the resulting split payouts for each event.
Note: If an event has no sub-representative assigned, the sub-rep columns will show N/A and the primary representative will receive 100% of the Total Commission.
How to Export Report Data
Hover your cursor over the top-right corner of the report table to reveal the Tile Actions menu (the vertical three-dot / kebab menu).
Click Download Data.
Select your desired export file format (e.g., Excel Spreadsheet or CSV).
Expand Advanced Data Options and configure the following settings:
Results: Select With visualization options applied.
Data Values: Select Unformatted (ensures raw mathematical values without text formatting or currency symbols for spreadsheet analysis).
Number of Rows to Include: Select All Results (prevents row-count truncation on large data sets).
Click Download to compile and download your file.