Products and Commissions

This guide covers how to manage your product catalog and track sales commissions. The Sales Performance dashboard gives managers visibility into team performance and revenue metrics.

What Are Products and Commissions?

• Products — The goods or services your business sells. A product catalog lets you maintain consistent pricing, descriptions, and details for orders, invoices, and quotes.
• Commissions — Earnings calculated for your sales team based on deals closed, orders placed, or revenue generated.

Getting There

• Products: Switch to Commerce, click Products in the left sidebar
• Commissions: In Commerce, click Commissions in the left sidebar
• Sales Performance Dashboard: In CRM, click Performance in the left sidebar

Manage Your Product Catalog

Create a Product

1. 1

   Create product

   From the Products list, click + New. Enter Product Name, Description, Price, SKU or Code, and Category. Set whether the product is Active. Click Save.

Edit a Product

Click on a product to open its detail page, update any fields, and click Save.

Deactivate a Product

Open the product, change status to Inactive, and click Save. Inactive products won't appear when adding line items to new orders but remain on existing records.

Using Products in Orders and Invoices

1. 1

   Add from catalog

   In the Line Items section, click Add Line Item, search for the product, select it (price auto-fills), adjust Quantity, and the line total calculates automatically.

Using catalog products ensures consistent pricing and makes it easy to update prices across all future orders.

Commission Tracking

How Commissions Work

• Commission plan (commission_structure) — the rulebook: type and rates
• Plan assignment (commission_agent_structure) — which salesperson is on which plan, over which date range
• Commission record (commission) — the actual earning calculated against a specific order line

A sales rep only ever sees step 3. Steps 1 and 2 happen once per plan/agent and rarely change afterward.

Viewing Your Commissions

• Go to Commissions in the Sales sidebar
• See a list of all commission records showing salesperson, deal or order, amount, and status
• Click any commission to see details

Commission Statuses

Setting Up Commission Plans (Admin Guide)

This section walks administrators through building the three pieces above. All endpoints live under /sales/commission* and require a logged-in user with the commission_structure / commission module privilege.

Plan Types

For most deployments, use straight, tiered, or cumulative_tiered.

Plan Type 1 — Straight Commission

Math: commission = (order_amount × base_rate) + flat_amount. Example: 10% of every deal — a $1,200 deal earns $120.

Plan Type 2 — Tiered (Per-Deal)

Different rates depending on individual deal size. Non-progressive (default): entire deal gets the rate of the highest tier reached. Progressive: each portion gets its tier rate — like tax brackets.

Plan Type 3 — Cumulative Tiered

Tiers evaluated against a rep's running total in a period (month, quarter, year). Requires period_type and reset_on_period_change. Commission is bucketed by fulfillment date, not order creation time.

Plan Type 4 — Gross Margin

Rate depends on deal margin ((revenue - cost) / revenue). Requires cost_amount when calculating. Example: $10,000 sale, $6,000 cost → 40% margin → 10% rate → $400 commission.

Plan Type 5 — Salary Plus (Partial)

Combines base salary (pro-rated monthly) with straight per-sale commission. Use with care for precise payroll integration.

Assigning a Plan to a Salesperson

A plan doesn't do anything until assigned to an agent via commission_agent_structure with optional start/end dates.

• agent_id — The salesperson's userid (required)
• commission_structure_id — The plan to assign (required)
• effective_date_ts — Epoch seconds; null = effective immediately
• expiry_date_ts — Epoch seconds; null = never expires

When calculating, Ambivo finds assignments where today falls inside the date window. If more than one qualifies, the assignment with the latest effective_date_ts wins.

Calculating a Commission

Preview vs. Save

• Preview — returns calculated amount but does NOT create a record
• Save — persists with status calculated; requires agent_id, sales_order_line_id, and order_id

What Happens Under the Hood

• Looks up the agent's active plan via the assignment window
• For cumulative_tiered, computes running base from prior sales in the period by fulfillment date
• Runs the calculator for the plan type
• If triad is present, writes the record (upserts if already exists for same order line + agent)

Batch: Recalculate a Whole Period at Once

POST /sales/commission/agent/period walks every order line in fulfillment-date order for cumulative_tiered plans. Preview by default; pass persist_data: true to book records idempotently. Use after data import, plan change, or back-dated deals.

Commission-by-Agent Report

GET /sales/commission/report produces per-agent totals from orders (Gross, Fees, Net). Date basis defaults to fulfillment date. Formats: json, csv, xlsx, pdf. Admins can pass agent_id; non-admins see only their own numbers.

Manual Override

PATCH /sales/commission to correct amounts. When commission_amount is updated manually, manually_entered: true is set so reports distinguish admin adjustments.

Approving and Paying

• calculated → approved when a manager signs off
• approved → paid once payroll has been run
• Any → disputed to park pending review

End-to-End Setup Checklist

• Create a plan — POST /sales/commission/structure
• Assign each rep — POST /sales/commission/agent/structure
• Verify active-plan lookup — preview calculation before real deals close
• Calculate on real deals — on each order line, or batch with POST /sales/commission/agent/period

Sales Performance Dashboard

In CRM, click Performance in the sidebar to see Agent Rankings, Company Productivity, Deal Sources, and Revenue Charts. Click any chart to drill down; filter by date range.

Common Questions

Tips and Best Practices

• Keep your product catalog up to date — accurate pricing prevents billing errors
• Use product categories to organize your catalog as it grows
• Check the Performance dashboard weekly to stay motivated and identify trends
• If you are a manager, use agent rankings to recognize top performers and coach those who need support
• Record commissions promptly so your team trusts the system

Related Guides

• CRM-008 — Orders and Invoices
• CRM-023 — Payments, Subscriptions, and Billing
• CRM-004 — Opportunities and Pipeline