The Salesperson & Commissions Dataset has 3 sheets within the single spreadsheet. Its used to add your sales team's commissions profiles and customer mapping.
| Salesperson Default Commissions | ||||
| Column Name | Required | Value Type | Description | Example Value |
| Salesperson Name | Yes | Text | The name of the salesperson who will receive commission | Jim Jones |
| Up to GP 1 | Yes | Number | The first gross profit (GP) threshold. Commission Percentage 1 applies to sales with gross profit up to this amount | $10,000 |
| Commission Percentage 1 | Yes | Number | The commission rate applied to gross profit amounts up to GP 1 | 5% |
| Up to GP 2 | No | Number | The second gross profit (GP) threshold. Commission Percentage 2 applies to gross profit amounts above GP 1 and up to this amount | $25,000 |
| Commission Percentage 2 | No | Number | The commission rate applied to gross profit amounts above GP 1 and up to GP 2 | 7% |
| Up to GP 3 | No | Number | The third gross profit (GP) threshold. Commission Percentage 3 applies to gross profit amounts above GP 2 and up to this amount | $50,000 |
| Commission Percentage 3 | No | Number | The commission rate applied to gross profit amounts above GP 2 and up to GP 3 | 10% |
| Salesperson Customer Commission Map | ||||
| Column Name | Required | Value Type | Description | Example Value |
| Customer Number | Yes | Number | The unique identifier for this customer | 100100 |
| Customer Name | No | Text | The company name for this customer | Northwest Highschool |
| Salesperson | Yes | Text | The salesperson assigned to the customer and eligible to earn commission on their sales | Jane Doe |
| Profile/Default | Yes | Profile/Default | Indicates whether this row uses a predefined commission profile (Profile) or a custom commission setup specific to this customer (Default) | Profile |
| Profile Name | No | Text | The name of the commission profile being applied, if Profile/Default is set to Profile. Leave blank if using a default/custom setup | |
| Up to GP 1 | No | Number | The first gross profit (GP) threshold. Commission Percentage 1 applies to sales with gross profit up to this amount | $10,000 |
| Commission Percentage 1 | No | Number | The commission rate applied to gross profit amounts up to GP 1 | 5% |
| Up to GP 2 | No | Number | The second gross profit (GP) threshold. Commission Percentage 2 applies to gross profit amounts above GP 1 and up to this amount | $25,000 |
| Commission Percentage 2 | No | Number | Yhe commission rate applied to gross profit amounts above GP 1 and up to GP 2 | 7% |
| Up to GP 3 | No | Number | The third gross profit (GP) threshold. Commission Percentage 3 applies to gross profit amounts above GP 2 and up to this amount | $50,000 |
| Commission Percentage 3 | No | Number | The commission rate applied to gross profit amounts above GP 2 and up to GP 3 | 10% |
| Addtnl Info | ||
| Column Name | Required | Value Type |
| Do you pay commissions on Freight profit? | No | Yes/No |
| Do you pay commissions when the invoice is created or paid? | No | Yes/No |