You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: src/handbook/operations/commission-payment.md
+24-2Lines changed: 24 additions & 2 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -16,11 +16,13 @@ a very manual process, some day to be moved to a Node-RED workflow. Follow the
16
16
next steps to process the commission calculations and setup for payment.
17
17
18
18
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).
21
21
22
22
### Calculating Team Commissions
23
23
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
+
24
26
Download all the deals from hubspot by going to the deal board and filter 2
25
27
ways:
26
28
@@ -45,6 +47,26 @@ Copy the relevant details for the employee into an email and tell them what
45
47
their performance was like and what commission they'll receive. It's important
46
48
to get a written agreement to the commission number.
47
49
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
+
48
70
### Wiring the money
49
71
50
72
If the employee agrees with the commission, process the payment in Deel.
0 commit comments