Preview: Sales Commission Program for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.
Table of Contents
Brief description
Commission Program is most commonly known as the variable component of a total sales compensation package. The total commission earned is dependent on each salesperson’s individual goals and their performance.Your commission structure ties a sales rep’s performance to the amount of money he or she will take home each paycheck. It’s no secret that accountability produces results, and a well-structured commission plan is an excellent way to incentivize top performance.
Because there’s no one size fits all, sales compensation plans come in many shapes and sizes, including: salary/hourly + commission, commission-only, tiered commission, residual commission, and variable-rate commission. Of these, the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale. Very simply, a sales rep who closes a deal for $500 with a commission rate of 5% earns $25 per sale.
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
- Create Sales Commission Structures:
– Structure 1 – Percentage Invoice
– Structure 2 – Ladder Invoice
– Structure 3 – Percentage Product
- Allocate commission program to staffs:
- Commission will be automatically calculated with payment, in case any invoices have not been calculated, you can use recalculate:
- View reports and commission statistics:
- Dashboard widget for each employee when logged in:
Demo
Perfex CRM Commission Program Demo
User :
Login: [email protected]
Password: 123456a@
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 06.07.2020
Initial version
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