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Sold By Commission Tracking
Sold By Commission Tracking
Catherine avatar
Written by Catherine
Updated over a week ago

GorillaDesk's commission tracking provides a whole new way to level up your sales process.

Note: This the Sold By feature is available on the Pro Plan in Version 3.

The setup is only available to Superadmin users, while the data is available to both Admin and Superadmin users.

To access this feature, click on your avatar in the upper right corner and click the Login to V3 button.

This tool will allow you to assign a percentage or numerical value to each of your line items, specific to each user. Then, you can track these values with a few easy steps.

Here's how it works:

  • First, you will need to activate the commission tracking Add-on.

  • Once the Add-on is enabled, click on the commission button in the left menu panel.

  • Toggle commission reporting between Production and Sold by data

    • Production is based on the 'Job assigned to' field

    • Sold by is based on the 'Sold by' field

  • Click on 'Manage' to set up your Sold By commission values

    • This manage function is only available for Superadmin users

  • Use the toggle buttons on the left to select your team member(s).

    • Toggle the production commission to activate them for production commission

    • Toggle the sales commission to activate them for sales commission

  • Then, select the commission type and value for your specified line items.

    • You can choose between percentage and exact dollar value

    • It can be Repeating commission or One time

  • Once you've established your settings, you can also apply those settings to another user, using the drop-down menu below.

After completing the initial setup, you can start assigning commissions to your jobs or invoices.

  • Production commissions are based on the technician assigned to the job.

  • Sales commissions are based on users assigned to the Sold by field. The Sold by function can be accessed from the job detail window.

  • You can also assign a Sold by commission to an invoice not attached to a job

Note: By default, the sold-by field is only available to the Superadmin. If you want your admin to have the ability to assign sales commissions. You have to go to Settings > Users > Select the user and turn on SALES COMMISSIONS under permissions.

You're ready to take a first look at your newly generated data. How exciting!

  • Click on the commission button in the left menu panel. Toggle between Production and Sold by to open up your report and set the filter parameters to best accommodate your workflow.

You can choose from:

  • Date Range

  • Commission Type

  • Staff

  • Invoice Status

  • Payment Method

The different variations of the report you can choose from are:

  • Standard

  • Excluding Tax

  • Excluding Discounts

  • Excluding tax and discounts

After you've generated your results, you can click the options in the upper right corner to:

  • Export to .CSV

  • Export to Excel

  • Print your report


Keywords: commission, sales, sold by

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