Skip to content

Commit 79e06ad

Browse files
Apply suggestions from code review
Co-authored-by: Emilie Lima Schario <14057155+emilieschario@users.noreply.github.com>
1 parent d6d3924 commit 79e06ad

1 file changed

Lines changed: 24 additions & 2 deletions

File tree

src/handbook/operations/commission-payment.md

Lines changed: 24 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -16,11 +16,13 @@ a very manual process, some day to be moved to a Node-RED workflow. Follow the
1616
next steps to process the commission calculations and setup for payment.
1717

1818
Note: all sales commissions are advances under the assumption customers pay the
19-
invoice. FlowFuse might withhold commission payments, or claw back payments if
20-
payments aren't made within 60 days after the quote is signed.
19+
invoice. FlowFuse might withhold commission payments or claw back payments if
20+
payments aren't made within 60 days after the [deal was closed](https://flowfuse.com/handbook/customer/sales/engagements/#closing-a-deal).
2121

2222
### Calculating Team Commissions
2323

24+
In the first week after the month has passed, commission payments are calculated. Only closed won deals that have gone through the full process of closing a deal are considered.
25+
2426
Download all the deals from hubspot by going to the deal board and filter 2
2527
ways:
2628

@@ -45,6 +47,26 @@ Copy the relevant details for the employee into an email and tell them what
4547
their performance was like and what commission they'll receive. It's important
4648
to get a written agreement to the commission number.
4749

50+
Here is an email template that can be used:
51+
52+
Dear {{first_name}},
53+
54+
This email is to confirm your estimated commissions for {{Month and Year}}.
55+
Your target amount for this quarter is {{amount}}. The end of {{Month and Year}} puts us
56+
{{X}} weeks into the quarter.
57+
58+
In {{Month and Year}}, you closed:
59+
* {{Y}} number of deals
60+
* {{ARR}} new Contracted ARR
61+
62+
Please remember: FlowFuse might withhold commission payments, or
63+
claw back payments if payments aren't made within 60 days after the quote is signed.
64+
65+
Please confirm the numbers in this email for quota to be issued.
66+
67+
Best,
68+
{{Manager sending email}}
69+
4870
### Wiring the money
4971

5072
If the employee agrees with the commission, process the payment in Deel.

0 commit comments

Comments
 (0)