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Calendar - Calendar specifies the commission processing schedule for the company.

Feature

Description
Monthly, Quarterly, Half Yearly, Annual Commission processing can be based on these standard frequencies.
Weekly, Bi-Weekly, Twice-Monthly Commission processing can be based on these more unusual frequencies.
Compensation year Compensation year can match calendar year. It can also start and end on any date.
User definable processing schedule User can define a calendar with any start and date for any period. Variations include, 4/4/5 week type calendars, 13 month calendars.
Multiple periods Different incentives can be calculated at different frequencies. E.g. Monthly and Quarterly.
Multiple years Commission calculations can cross over multiple years.
E.g. Calculate commissions in November and pay it out in February of next year after the sales revenue is received.
Multiple calendars Maintain multiple calendars in the system to be used for different compensation plans.
Payees - Payees are entities that receive variable payouts. Payees can be employees, external individuals or external companies.

Feature

Description
Payees can be employees Payment recipients are commonly employees.
Payees can be non-employees Payees can be outside agents.
Payees can be companies Payees can be individuals or firms.
Payees can have different roles Payees can be many different roles. E.g. Sales Rep, Sales Manager.
Payees can be associated with organizational units Payees can be associated with different organization units such as territories/depts/business units/teams.
Payees can report to specific Managers Payee can have a reporting relationship to a manager
Payee contact information is available Complete contact information is available for a payee.
Payee email id can be stored Payee email can be used to email commission statements
Payee salary can be stored Salary can stored be used in calculations.
Payee can have hire and termination dates Payee hire and termination dates can be stored and used in calculations.
Payee can be made ineligible for calculations Payees can be made ineligible for commissions quickly.
Payees can be added online Payees can be directly added to the system online.
Payees can be imported into the system Payees can be imported into the system.
Payees can use their own currency for payouts Payees can have be paid out in their own local currency.
Payee can have a unique commission plan Each Payee can have their own unique commission plan.
Payee can be associated with unique commission statement formats Each Payee can have their own unique statement formats.
Payee can have a unique and current message Each Payee can have a current message that can be updated and shown on their commission statements. E.g. "Congratulations on reaching Sales Rep of the Year".
Payee can keep track of job changes Payees job changes such as roles and reporting organizations can be stored in the system.
Payee can have work hours data Each Payee can store work hour history for calculations of hour based incentives.
Payee can have unique General Ledger accounts Each Payee can be associated with unique General Ledger and Cost centers for accounting purposes.
Payee can access the system Payee can be provided access to the system either through the web or client system with security.
Payee can have Notes Payees can have unlimited notes logged against them with dates.
Payee can store all their certificate information Payee can add all their certifications with their effective date.
Sales Organization - Sales organization stores the reporting relationship between entities in the organization.

Feature

Description
Sales organization can have a hierarchical relationship Sales organization entities can report into each other. It can be in a hierarchical manner. Sales Territory "Maine" reports into "North East" Region.
Sales organization relationship levels Sales organizations can have unlimited levels. Different editions may have different limits.
Sales organization can be made up of any sort of organizational entity. Sales organizations can be organized as postal codes, states, regions, countries, business units, departments, etc.
Sales Organization can be associated with unique commission statement formats A sales organization can have a unique commission statement associated with it. All payees reporting to this organization would default to this commission statement format.
Sales organization based crediting Sales organization can be used in credit rules. A particular territory related transactions can be credited to a particular Rep. E.g. Sales in "Northern California" should be credited to "Andy Rep"
Sales organization effective-dating Sales organization entity relationships can be tagged with effective start and end dates, so that the history of the relationship can be maintained and used in crediting and calculations.
Customer - Customers are the firms and individuals to whom sales is made.

Feature

Description
Customer based crediting Customer information can be used in credit rules. A particular customer or group of customer's sales can be credited to a particular payee. E.g. crediting strategic accounts to a rep.
Customer group crediting A group of customer's sales can be credited to a particular payee. E.g. crediting strategic accounts to a rep.
Customer crediting for multiple reps. Customer's sales can be credited more than one rep at differing credit rates. E.g. For customer XYZ credit 70% to Rep A and 30% to Rep B.
Unique commissions by customer Customer information can be used in commission calculations. Different customers can have different commission rates.
Customer address info Customer contact information such as billing/shipping address can be maintained.
Customer demographics Customer specific information such as date of birth, anniversary etc can be maintained.
Customer groups Customer can be grouped in a hierarchical manner. Groupings can be regions or industry segments, for example.
Customer Multiple Payees Split Up to eleven payees can be directly associated with each customer and commissions can be split. Additionally higher level sales organization members can be associated.
Customer Change Primary and other payees Change payees on Customers individually. Change payees on policy in bulk.
Customer relationship dates Customer start and end dates can be maintained. This can be used to direct commissions. For example: pay a higher commission rate for the first year of customer relationship.
Customer Jobs Multiple jobs/projects for customer can be maintained in the system.
Customer Amounts Customer fields such as Commission_Rate, Flexi_Amts can be used in commission calculations.
Customers can have Notes Customers can have unlimited notes logged against them with dates. This will allow sales people/ administrators to keep notes against customers if they don’t have a CRM system.
Products - Products and Services are what the company sells.

Feature

Description
Product based crediting Product information can be used in credit rules. A particular Product or group of product's sales can be credited to a particular payee. E.g. crediting 'Hardware' sales to a rep.
Unique commissions by product Product information can be used in commission calculations. Different Products can have different commission rates.
Product contact info Product contact information can be maintained.
Product groups Product can be grouped in a hierarchical manner. Groupings can regions or industry segments, for example.
Product Amounts Product fields such as List Price, Unit Cost can be used in commission calculations. For example, commission on markups can be calculated by finding the difference between actual price and list price.
Commission and Bonus Calculations - Any kind of variable payouts can be calculated by the system. Calculations can include, commissions, bonuses, referrals and royalties.

Feature

Description
Plan Commission plans are the agreements that the company has with its Payees. The plan specifies the rules for awarding commissions and incentives to the payee. A plan is made up of many incentives..
Individual and Unique Plans Every payee can have their own unique commission plan. .
Shared Commission Plans Commission plan components can be shared by many Payees if need be. This allows changes in one place to affect a group of people..
Commission plan duration Commission plans are typically for one fiscal year. But can be used to calculate commissions for multiple years as well.
Multiple Plans Payees can complete one plan and start another plan.
Creation of plans A plan can be created directly or can be copied from another payee's plan.
Unlimited Incentives Unlimited number of commissions and bonuses can be set within a single plan.
Calculate plans in order Plan calculation order can be defined so that pre-requisite plans are executed first.
Plan Document A descriptive plan document created in MS Word, PDF and other formats can be attached to the plan in the system and viewed.
Auto Plan Creation Plans can be automatically assigned to Payees, based on Payee criteria rules. E.g. Payee with Job = "Acct Mgr" should get the "Account Manager Commission Plan".
Processing Schedule The period of calculating commissions can vary significantly. The calendar specifies the periods and dates for the calendar.
Monthly Commissions are typically paid out monthly.
Other standard frequencies Commissions and bonuses can be paid as Weekly, Bi-Weekly, Monthly, Twice-monthly, Quarterly, Half yearly and Annual.
Other unique frequencies Commissions and bonuses can be paid on any period with a unique user defined start and end date.
Multiple years Commissions can be calculated across multiple years..
Transaction dates in period Transactions have an effective date that allows them to be calculated in the correct period.
Future dated transactions Transactions have an effective date that allows them to be future dates and defers processing until that time.
Multiple calculation runs Commissions can actually be calculated multiple times witin a period, even daily.
Preliminary and final processing schedule Commissions can be processed and results distributed on a preliminary basis. Upon feedback and issue resolution, the commissions can be recalculated and distributed as a final run.
Transactions Commissions can be calculated on almost ANY kind of transactions. Transactions can be imported from external sources. Transactions can also be entered/modified in the system. Some examples of other transactions that can be handled are: "Customer Satisfaction" scores, or "Appointments Made"
Any transaction Commissions can be calculated on any kind of transactions
Invoices Commissions can be calculated based on Invoices.
Receipts Commissions can be calculated based on money received
Expenses Commissions can be deducted for Bills .
Payments Commissions can be deducted for Payments
Credit Memo Commissions can be calculated for credit memos
Quotes/Estimates Commissions can be calculated based on Quotes/Estimates.
Sales Order Commissions can be calculated based on Sales Orders.
Recognized Revenue Commissions can be calculated based on recognized revenue.
Purchase Orders Commissions can be calculated based on Purchase Orders.
Contracts and projects Commissions can be calculated based on contracts and projects.
Recurring Transactions Commissions can be calculated based on recurring transactions such as Premiums.
Summary level transactions Transactions can be calculated at a detailed level (e.g. product level for invoices) or as a single summary transaction.
New Customer/Account Transactions indicating the acquisition of a customer/account can be used to trigger payments.
Non-commissionable Transactions Transactions can be made non-commissionable individually.
On hold transactions Transactions can be put on hold and activated later.
MBO Incentives Transactions can be performance against MBOs
Non-Amount Transactions Transactions can represent anything. Examples include Calls, Appointments, Customer Satisfaction, KPI, etc.
Rule Set Ability Rule Set Ability allows the incoming transactions to be modified and processed based on any given business criteria. (e.g: Can increase the cost in the transaction based on the other expenses incurred that are outside the source system.)

Transaction Adjustments

Adjustments can be made to the transaction itself.

Cancel Transaction Cancellation can create an offsetting transaction.
Adjust a Transaction Transactions can be adjusted positively or negatively.
Protected Transaction Transactions cannot be modified once the corresponding calculation period is closed, to keep the audit trail clean.
Transaction Events Transactions can go through various events , such as shipping and payments for an invoice.
Invoice event commissions Commissions can be paid based on an invoice event such as bookings, ordering, shipping, revenue recognition, etc
Bookings or order event Commissions can be paid on bookings or order.
Shipping/Invoicing event Commissions can be paid when invoices are shipped.
Paid Invoice event Commissions can be paid when invoices are paid.
Additional events Commissions can be paid when other events such as Revenue Recognition happens.
Event based delayed payment Commissions can be calculated on Invoice but paid when the invoice is paid by the customer
Event based split payment Commissions can be split between multiple events, E.g. Pay 70% of commission on invoice event and 30% on customer payments.
Transaction Amounts Amounts available on transactions can be used in the commission calculations.
Sales Commissions can be calculated based on sales/revenue amounts.
Quantity Commissions can be calculated based on quantity/units.
Cost Commissions can be calculated based on Cost
Profit/Margin Commissions can be calculated based on Profit/Margin. E.g. Pay commission on Profit. E.g. Use different commission rates for different margin levels.
Total Value Commissions can be based on total values such as Contract value.
Recurring Value Commissions can be based on recurring amounts such as subsricptions and Monthly Recurring Revenue ( MRR).
Double-time/Over-time Commissions can be calculated on additional hours as double-time and over-time.
Other Amounts Commissions can be calculated based on almost ANY amount that is available on transactions. Individual Payees can be paid based on different performance measures. Even the same person can be paid on multiple elements. There is no limit on the number of measures supported.

Crediting Transactions

Crediting is the process of allocating a transaction (sales or other) to the right payee. Mostly a single person gets the credit for a transaction, but sometimes multiple people may get credit for the same transaction. The credit rules are applied against all the transactions entered/imported into the system.
Crediting Rules Crediting rules can be pre-established and applied against all transactions entering the system.
Credit by Payee Incoming transactions can be credited to Payees, based on Payee values available on the transactions.
Credit by Territory Incoming transactions can be credited to Payees, based on Territory/sales organization values available on the transactions.
Credit by Customers Incoming transactions can be credited to Payees on Customer values available on the transactions. Crediting can also be by groups of customers.
Credit by Customer Jobs/Projects Incoming transactions can be credited to Payees on Customer Job/Project values available on the transactions. Crediting can also be by groups of customers.
Credit by Products Incoming transactions can be credited to Payees on Product values available on the transactions. Crediting can also be by product lines and families.
Crediting rules by Product Type Incoming transactions can be credited to Payees based on Product Types associated with the products.
Credit multiple payees and splits Incoming transactions can be credited to multiple payees. The multiple payees can be available right on the transaction, or the rules can determine which payee the transaction credit should go to. The credit can be split to multiple payees, or fully credited to multiple payees.
Credits for overrides Credits can be provided to managers and other related payee groups for override commissions purposes.
Crediting rules by Payees Each Payee could have their own set of crediting rules.
Crediting rules for an incentive Credit rules can be unique for each incentive. There can be multiple credit rules that make up the credits for a single incentive.
Credit by user definable criteria Incoming transactions can be credited to Payees by user definable Groups and Categories available on the transactions.
Credit by combinations Incoming transactions can be credited to Payees by any combination of the above criteria.
Credit to managers Managers can be set up to automatically get credit for all their subordinates' sales and get override commissions.
Avoid duplicate crediting A transaction that has been credited to a person, can be set up to not credit again, after the period is closed.
Credit at line level Transactions can be credited to payees at an individual line level.
Credit at summary level Transactions can be credited to payees at an transaction summary level. Transaction can also be summarized as a single credit per period per payee.

Quota Management

 A quota management is the monthly or quarterly sales goal that’s assigned to a user to maximize your sales.
Bottom to Top Approval  Sales Reps can set their own goals which would undergo process of approval or rejection by their superior in hierarchy.
Rollup Ability Managers would get automatic goal accumulation on approval of their subordinate goals.
Ability to spread goals Goals for frequencies lesser than Annual can be set in a single click based on predefined rules. Goals can be spread equally or on percentage basis.

Incentives: Commission and Bonuses

Incentives are any unique calculation formula used to calculate payouts for a Payee. A monthly commission for sales revenue is an incentive; an annual bonus based on quantity of items sold is also an incentive. A Payee's plan consist of multiple incentives.

Flat Rate Commissions can be calculated as a flat rate. The flat rate can be unique by Payee, Product, Customer, and other criteria. It can also be based on a combination of these criteria. E.g. For "Widget" products, Sales rep "A' will get 5%.
Flat Amt Commissions can be paid as a flat amt. This can be based on quantity or an event being satisfied. E.g. Pay 0 for every Loan processed. E.g. Pay 00 on Customer satisfaction score over 90%.
Varying commission rates by Customer Commission rates can change by customer or customer groups
Varying commission rates by Jobs Commission rates can change by customer jobs
Varying commission rates by Products Commission rates can change by products or product families
Varying commission rates by Age Commission rates can change by timing of revenue as compared events such as when the customer was acquired. (e.g. Pay 5% for first year revenue, 3% for second year revenue).
Varying commission rates by other criteria Commission rates can change by almost any criteria available for a transaction.
Threshold attainment Commissions can be paid only if a certain performance threshold is achieved. E.g. Every month, accumulate all sales for a rep. If sales are < ,000 pay 0% commissions, if sales are >,000 pay 10% commission.
Tiered Attainment Commissions can be paid based on tiers of attainment for a period. E.g. Every month, accumulate all sales for a rep. If sales are < ,000 pay 5% commissions, if sales are >,000 and < 0,000 then pay 7%; if sales are above 0,000 pay 10% commission.
Quota Tiered Attainment Percent Commissions can be paid based on tiers of attainment percent calculated against a specified quota. E.g. Every month, accumulate all sales for a rep. Compare to a quota of 0,000. If attainment percent is < 80% pay 5% commissions; if attainment percent is between are 80% and < 100% then pay 7%; if attainment percent is above 100% pay 10% commission.
Job Profitability based commissions Commissions can be paid based on job profitability. Commissions can be due on certain stages of a job. Commission can be 'truedup' across multiple payouts.
Profit based commissions Commissions can be calculated based on Gross/Net Profit/Margin. Profit can at line level or total order/invoice level. E.g. Pay 10% of commission on Profit.
Profit level based commissions Commissions can be calculated based on Profit level. Profit can at line level or total order/invoice level. E.g. For 35% and above profit commission rate is 10%; if profit level is below 35% then commission rate is 5%.
Discount based commissions Commissions can be paid based on varying discount levels. E.g. Standard commission rate is 10%, if sales is discounted by 10%, commission rate is 5%. If the discount is greater than 10% then no commission is to be paid.
AR Aging based commissions Commissions can be paid at different rates based on the delay between order/invoice and customer payments. E.g. If customer payment is received 90 days after invoice, reduce comm rate by 25%.
Time based commissions Commissions can be paid at different rates based on the transaction date compared to a start date. E.g. Commission rates for the 1st year after a new customer acquisition can be at a higher rate. E.g. Commissions are paid at different rates for the first, 2nd and 3rd years of a contract.
First Dollar calculation For tiered commissions attainment in each tier can be paid at the appropriate percent, or when a threshold is crossed all past attainment can be paid at the newest rate.
Unique calculations All the listed commission calculations can be common for a set of reps, or can be unique for each rep.
Multiple Incentives A payee can have many commissions and bonuses in the same plan. E.g. Monthly sales commission and Quarterly Unit Bonus
Differing Frequencies Each incentive can be calculated at a different frequency. E.g. Monthly sales commission and Quarterly Unit Bonus
Cross period calculations Quotas and attainment can cross multiple periods. They system can cumulate and provide totaled values across any period length. E.g. Half Yearly Total Sales. These values can be used in commission and Bonus calculations.
Negative Commissions System can calculate negative commissions. Negative balances can be retained and applied against future periods.
SPIFF Special promotional incentive programs can be set in the system and executed.
Bonus Bonuses are governed by similar rules to commissions. They are just as flexible and can be set up in all the same ways.
Recurring Commissions Commissions can be automatically generated on a recurring basis. E.g. pay recurring commissions for a contract on a prorated basis for the next 12 months.
Referral Fee Referral fees can be calculated to external and internal payees.
Royalties Royalties can be calculated for any external entity
Dependent Commissions Commissions can be calculated dependent on the result of other calculations. (e.g. Pay commissions on sale only if customer satisfaction is above 95%).
Calculated but don't pay Commissions can be calculated and shown on statements, but not actually paid out. (e.g. calculated and show commissions for house accounts).
Flexible user defined calculations Any kind of commissions can be calculated using an excel like formula. Multiple formulas can be execute in sequence.
Flexible calculations based on table fields. Any kind of commissions can be calculated using values from tables in the system.
Cumulate/store values and re-use calculations Buckets are available to store values for any criteria and frequency. Values can be cumulated. These buckets can be used later in other plans/other periods to create specific commission calculations.
Pooled amount based commissions Credit can be pooled by team or territory. Commissions can bec calculated as even amounts for team members or based on proportion of contribution.
Pay on net of other commissions Commissions can be paid for the current payee, after deducting other commissions due on the base amount

Payee Summary Calculations

Some calculations are done at the summary level after all the commissions are calculated
Draws - Recoverable Recoverable draws can be set by individual payee. A draw of certain amount can be set and the system will automatically loan draws as necessary, keep the balance and recover the loans when possible.
Guarantees Guarantees are essentially Non-recoverable draws. Guarantees can be set by individual payee. A draw of certain amount can be set and the system will automatically loan guarantee amount as necessary.
Draw and recovery periods Draw can be set to run for only a specific set of periods. Recovery can be done during the same periods or a different set of periods. Draw recovery amount can be limited to a particular amount.
Caps Payouts for a period can be capped. It can be a fixed cap, or a carry-forward cap to smooth out payouts over a set of periods.
Minimum Pay Threshold A pay threshold can be set to avoid very small checks being cut. If the commission due amount is less than that pay threshold then the payment is simply rolled over to subsequent periods until the threshold is exceeded.
Reporting - Reports are standard reports for the data available. There are a lot of standard reports available in the system.

Payout Reports

Payout reports are based on the results generated from commission plan execution.
Credits for Transaction and Line Report the sales credits for a specific transaction and line.
Credits for a Payee Report all the sales credits generated for a payee in a period.
Payment by Transaction and Line Report the commissions for a specific transaction and line.
Payout Summary - Payees by Period Payout Summary for payees by period
Payee YTD Incentive Summary Year to date incentive summary for Payee
Year to Date Commission Payout Year to data commission payouts
Adjustments for a payee Adjustments for a payee for current period or year.
Payee Attainment against Goal Payee attainment against Quotas
Payee Ranking By Attainment Percent Payee ranking by attainment percent
Payee Ranking By Attainment Payee ranking by attainment
Payee Ranking by Credit Amount For Products Payee ranking by credit amount for products
Payees Commissions Report by Territory Payee commissions report by territory
Payees Commissions Report to Manager Payee commissions report by manager
Payee Commissions for Period by Job Payee commissions report by period by job
All Payee Commissions for Period by Job All Payee commissions report by period by job
Payees Incentive Commissions Report by Dates Payee commissions by incentive report by dates
Payees Incentive Commissions Report by Manager Payee commissions by incentive report by manager
Payees Incentive Commissions Report by Period Payee commissions by incentive report by period
Payees Incentive Commissions Report by Territory Payee commissions by incentive report by territory
Sorted Commission Statement Commission statement sorted by different fields
Commission Due Statement Commissions due report
Unpaid Commissions Report Commissions yet to be paid report.
Zero Payout Transactions with zero commissions

Financial Reports

Financial reports are used to affect General Ledger entries.

Accrual of commissions Accrual of commission liability to GL Accounts
Accrual of commissions by cost center Accrual of commission liability to GL Cost Center or Class
Accrual reports detail and summary GL Accrued commission amounts calculated but not yet paid for current period.
Payout Report Detail and Summary GL commission amounts calculated for current period.

Transaction Reports

Transaction reports are based on the source transactions imported/entered into the system.

Future Transactions Report Transactions with future dates.
Sales by Customer by Payee Transactions sorted by customer and payee
Sales by Group by Payee Transactions sorted by user definable group and payee
Sales by Payee Transactions by payee
Sales by Payee by Customer Transactions sorted by payee and customer
Sales by Payee by Group Transactions sorted by payee and user definable group
Sales by Payee by Manager Transactions sorted by payee and manager
Sales by Payee by Product Transactions sorted by payee and product
Sales by Payee by Territory Transactions sorted by payee and territory
Sales by Payee by Vendor Transactions sorted by payee and vendor
Sales by Product Transactions by product
Sales by Product by Payee Transactions by product and payee
Sales by Product Group Transactions by product group
Sales by Vendor by Payee Transactions sorted by vendor and payee
Transaction By Gross Profit Transactions sorted by declining gross profit
Transaction Reports Transactions selected by dates and various criteria
Transaction Presentation Report Transactions viewable in document format

Validation Reports

Miscellaneous reports

Open Transactions with Blank Payee ID Transactions without a payee.
Open Transactions with Blank Territory ID Transactions without a territory
Open Transactions with Negative Sales Amount Transactions without a quantity
Calculated Transaction with Zero Commission Rate Transactions that does not have a valid commission rate
Missing Payee in Payee Master Transactions missing a payee in payee master
Missing Payee in Transaction Transactions missing a payee.
Uncredited Transactions Transactions that were not credited to payees
Unpaid Transaction Credited transactions for which commission was not paid

Other Reports

Miscellaneous reports
Quota Report Reports all the quotas for a payee in a year.
Bucket values Report Reports values stored in buckets across all periods.
Reportable Amounts By Year Tax related commission payouts for full year
Job Profitability Job profitability report
Outstanding draw balance Report Report of current outstanding draw balances.
List of Accounts List of Accounts
List of Payees List of Payees
Print Customer Address Labels Customer addresses can be printed on labels for envelopes

Report Designer

Web based report designer tool
Browser based Report Designer can be used directly in the browser..
Report on any table Any table available through security can be used to create a report against.
Report on any query Any query available in the query designer can be used to create a report.
Specific fields Specific fields can be selected and reported on
Formatted fields Fields can be formatted with bolding
Change captions Field captions can be changed.
Sort fields Report can be sorted by specific fields
Group fields Detail lines can be grouped by field values and group header and footer can be produced.
Sub-total fields Numeric fields can be sub-totalled.
Selected records Specific records can be selected by fields values
Export records Report output can be exported as excel or text files
Save and rerun Reports can be saved and re-executed.

Reporting Tools

External reporting tools can be used to access the data.
Excel access Excel application can be used to access the data.
MS Query System accommodates the use MS Query and can produce the output as an Excel file.
Crystal Reports Crystal Reports and any other reporting tool that can access MS SQL Server and MS Access databases can be used.
VSView VSView report writer can be used to access the data.
New Reports Ability to design brand new reports
Copy reports Ability to copy existing reports, modify, save and execute it
Ability to report on tables Ability to access existing tables in the system to report on.
Ability to report on queries/SQL Ability to access existing queries or SQL and report on the data
Sub-total fields Numeric fields can be sub-totalled.
Ability to filter data Ability to access filter and select data and report
Ability to sort and group data Ability to sort and group data and report
Ability to provide sub headings and sub totals Ability to provide headings and totals by groups
Ability to provide sub headings and sub totals Ability to export data from report
Ability to export output of reports to excel/PDF Ability to secure reports
Ability to email reports Ability to specify multiple email ids and send reports as emails
Ability to schedule reports execution Reports can be scheduled to execute at specified times unattended. Reports can also be emailed on schedule.

Analytics

Data can be analyzed using drag and drop analysis
Pivot table/Cube access Commission data can be presented as pivot table like views. User can drag and drop criteria to create quick views of the data for analysis.
Analytics output to Excel Analytics data can be output to Excel for further management.
Query based Analytics Analytics can be based on query statements. More than 50 queries are included in the system.

Dashboard

Dashboard presents data in a graphical easy-to-use way.
Graphic View Commission data can be presented as Graphs and charts organized in a single page. Dashboard can be configured to be the home page.
Dashboard Configurable Dashboards can be configured specific to roles such as sales rep or manager.
Dashboard output to Excel Dashboard data can be output to Excel for further management.
Standard Dashboards

A number of standard Dashboard widgets are included in the system.

  • Payout by Period
  • Performance by Incentive
  • Product Sales by Period
  • Top 3 products
  • Top 3 Customers
  • Quota Vs Attainment
  • Payout Summary
  • Performance by Payee
  • Performance by Region
  • Top 3 Sales rep by Incentive
Query based Analytics Dashboard can be based on query statements. More than 50 queries are included in the system.

Query

Data can be extracted using standard SQL statements
SQL SQL statements can be coded to extract any data in the system and stored online. The SQL can be used in Analytics and Report Designer.
SQL out put to Excel SQL data can be output to Excel for further management.
Integration - Sophisticated integration facility allows the direct integration of data with other data and application formats.

Feature

Description
Stand alone execution Integration to other systems is optional. System can completely execute stand alone.
Application Program Interface (API) An API architecture available for alternate ways of integrating with the appication
Integration on demand Imports can be requested directly by the administrative user.
Schedule imports/exports Imports can be scheduled to run automatically at a particular time.
Flexible integration to any table Integration can be set up to update any table and extract data from any table.
Extract from any table Data can be extracted out from any table.
Extract from Views and SQLs Data can be extracted using views and SQL queries
Integrate all master data such as Customer, Products, Payees Integration can update any master data.
Integrate transaction data Integration can update any transaction data including sales orders, invoices, payments, credit memos, bills and purchase orders.
Insert or Update of data Ability to insert new records or update old records available.
Upsert: Insert or Update, depending Ability to insert a new record but if a record already exists to update the record automatically.
Conditional Insert and Update based on master data Update records only if associated master records exist.
Convert data while integrating Convert values from external table before posting into QC or vice versa.
Log errors and review Log all integration errors and allow review.
Filter incoming records Filter and take in only specific set of records. For example: filter out shipping and taxes.
Follow security requirements Follow security requirements for login/authentication needed by external system.
ODBC integration Integrate to any ODBC compatible database using an ODBC driver, including Oracle.
MS Dynamic CRM Integrate using My Dynamic CRM.
MySQL integration Integrate using MySQL driver
MS SQL Server integration Integrate using MS SQL Server driver
Text file Integrate to text files with delimited or fixed length formats. This includes CSV format.
Flat/CSV Integrate to Flat/CSV files.
Excel Integrate to Excel files.
PDF Integrate to PDF files.
XML Integrate to XML files
MS Access Integrate to MS Access databases
Salesforce.com integration Integrate to Salesforce.com application.
Integration with Salesforce.com is very flexible. Integration can be bi-directional.
Typically Account, Opportunity data are imported from Salesforce.com to use in sales crediting. Opportunity can be imported by stages.
Complete access to all salesforce.com objects and fields including custom objects and fields is available.
Sales people can access QCommission as part of their salesforce.com access using Single Sign-on.
Sage MAS500 Integrate to Sage MAS500 application
Sage 50 Integrate to Sage 50 application
Sage Intacct Integrate to Sage Intacct application
Tally Integrate to Tally application
Intuit QuickBooks Integrated with Intuit's QuickBooks application.
Integration with QuickBooks uses Intuit supplied SDK technology.
Almost all editions of QuickBooks supported: QuickBooks Desktop Pro, Premier, Enterprise, QuickBooks Online
Multi-country QuickBooks are supported.
Typically Customer, Invoices data are imported from QuickBooks to use in sales crediting.
Flexible access to most tables of QuickBooks is supported.
Invoice stages including created, shipped and paid are processed and used in calculations.
Bills, PO, Time tracking, Paychecks and other data can be imported and used in calculations.
Job profitability related transactions can be processed and handled for commissions.
QuickBooks Online Integrated with Intuit's QuickBooks Online application.
SAP BusinessOne Integrate to SAP BusinessOne application
MS Dynamics GP Integrated with MS Dynamics Great Plains application
MS Dynamics Axapta Integrate to MS Axapta application
SugarCRM Integrated with SugarCRM application
SuiteCRM Integrated with SuiteCRM application
Oracle Fusion CRM Integrate to Oracle Fusion CRM
Peachtree Integrate to Peachtree application
Byte Integrate to Byte application
Calyx Point Integrate to Calyx Point application
Xero Integrated with Xero application.
Integration with Xero uses, Xero API technology and can connect to Private, Public & Partner applications.
Integrated with Early, Growth & Established Editions of Xero.
Xero's latest edition is supported
Typically Contacts, Items, Invoices, credit notes, paymets data are imported from Xero to use in sales crediting.
Netchex Integrated with Netchex application.
NetSuite Integrated with Netsuite application.
ConnectWise Integrated with ConnectWise application.
Custom application integration Ability to connect to any application available.
Export statements Export statements and save them as HTML, PDF, Excel, Text and raw data.
Export file for Accounts Payable Export file for Accounts Payable update.
Export file for Payroll Export file for Payroll update.
Export file for General Ledger Export file for GL update.
Export file for ADP Export file for ADP
Export file for Paychex Export file for Paychex
Export payout file for ACH Export payout file in ACH format for bank payments.
Magento Integrated with Magento application.
EFIRadius Integrated with EFIRadius application.
CCCOne Integrated with CCCOne application.
ACORD Integrated with ACORD application.
PayPal Integrated with PayPal application.
Mannatec Integrated with Mannatec application.
SharePoint Integrated with SharePoint application.
Accounting Seed Integrated with Accounting Seed application.
Mantis-BT Integrated with Mantis-BT application.
WebKPI Integrated with webKPI application.
Adjustments - Adjustments to commissions

Feature

Description
Payout Adjustments Can adjust the total payout amount positively or negatively
Adjustment Comments All adjustments can be created with an audit trail with comments.
Advance payments and settlements Payees can be provided advances and treated as draws. Future earnings can settle these advances.
Draw/Cap adjustments The draw or cap balance can also be adjusted.
Transaction adjustments Transactions that are used to pay commissions can have their values adjusted and used to affect commissions appropriately.
Chargebacks and clawbacks Commissions can be taken back from payees, on transactions such as credit memos, cancelled orders, returns, etc. It can be taken back in the same period or in subsequent periods.
Other Data - There are other master data, that can also be used in commission calculations.

Vendor

Vendors are firms that the company pays funds to. They may be suppliers of products or services. For insurance companies they can be Carriers; for manufacturing rep firms, they can be Manufacturers.

Vendor Vendor master records can be maintained.
Vendor on Transaction Individual Transactions can be associated with vendors so commissions can be varied.
Vendor based Crediting Transactions for a particular vendor can all be credited to a one or more reps.
Vendor based Commission Individual Transactions can be associated with vendors so commissions can be varied. For example, if company is reselling products, they may want to pay different commission rate for products from different vendors.

Group

User definable grouping of transactions. Company need to classify transactions in an unique way.

Group on Transaction Transactions can be grouped with unique values so commissions can be varied. For example, some transactions may be considered "New Business" and others "Repeat Business".
Group based Crediting Transactions for a particular group can be credited to one or more reps. For example, transactions with Group "Strategic Products" can be assigned to a Business Development Rep.
Group based Commission Transactions for a particular group can have a different commission rate than other groups.
Commission Statements - Commission statements are the special, periodic reports provided to payees indicating the commission payout and the detail that made up that commission payout.

Feature

Description
Multiple Commission Statement Formats There are many different commission statement formats available
Summary Statement Commission statement summarized by incentive
Detail Statement Commission statement providing detail for every incentive
Profitability Statement Commission statement geared around profitability
Sorted Commission Statement Commission statement sorted by various data, such as Customer or product
Pending and Due Commission Statement Commission statement show current payouts and future pending commissions.
Quota and Attainment Statement Commission statement showing quota and cumulated attainment.
Event based Commission Statement Commission statement broken up events such as invoiced, paid, etc.
Don't report certain incentives Commission statement can omit showing certain incentives.
Suppress zero value payouts if a transaction created zero payouts, that can be suppressed.
Manager Commission Statement Show statement for manager with information on subordinate payees.
Show unique comments Commission statements can show unique comments by payee.
Export to PDF Commission statements can be exported as PDF files..
Export to HTML Commission statements can be exported as HTML files. These can be linked within the firm's intranet.
Export to XLS Commission statements can be exported Excel files. They can also be exported as raw data without report formatting, etc.
Export to Other data formats Commission statements can be exported as other data formats as well..
Web based commission statements Commission statements are available through the web
Email Commission statements Commission statements can be emailed to payee and cc'ed to managers.
Commission statements through Internet Commission statements can be available through web access.
Customize commission statements Commission statements can be customized for company needs.
Create new commission statements Commission statements can be created for company needs.

Payment Processing

Commission payouts have to be transmitted to Payees. Various mechanisms can be used.
Export file for Accounts Payable Accounts Payable is used to make payouts to third parties. Export file for Accounts Payable update can be created or directly updated in accounting systems.
Export file for Payroll Accounts Payable is used to make payouts to employees. Export file for Payroll update can be created or directly updated in accounting systems.
Export file for ADP Automated Data Processing ( ADP) is the largest payroll processor in the USA. Export file for ADP can be created in their require format.
Export file for Paychex PayChex is a key payroll processor in the USA. Export file for PayChex can be created in their required format.
Export payout file for ACH Automatied Clearing House ( ACH) is a USA banking standard to transmit funds electronically to banks. Payout can be output in this specific format which is forwarded to banks.
Check Processing Payouts can be loaded into a payment processing system and checks generated on customer's behalf. Paid check numbers can be updated back into the system.
1099 Processing 1099 Forms are USA government requirement for third party payments. 1099 forms can be printed on customer's behalf or electronically filed.
Security and Auditing - This Software allows companies to introduce an automated process for defining and paying compensation that provides full auditing to meet US federal regulations.

Security

Security controls the proper user access to the system functions.
Security is Configurable Security is configurable at all levels
Functional security Set security for functions available in the system. E.g. administrators are allowed to execute commission plans.
View/Update security Set security to distinguish between view and update access.
Role based security Create a role that combines the various functions that the role should have access to.
User based security Associate user to a role. Ensure access to system via user id and password.
Maximum sequential attempts at password Can set the number of allowed sequential attempts.
Password expiration period Password expiration days can be set to force reset of password
Minimum length of password Can restrict the minimum length of the password
Maximum length of password Can set the maximum length of the password
Minimum activation period The period within which a password has to be activated.
List of restricted passwords Restricted list of passwords can be created in the software. These can be dynamic values such as user first name, last name, email id, month, etc
Password reuse limit The number of passwords that cannot be reused can be specified.
Type of password Can set the required password character combination. The password character combination are Alpha, Numeric, Alphanumeric, Alphanumeric and Special Characters. Default is set to "Alphanumeric".
Sarbanes-Oxley compliant Application is compliant with Sarbanes-Oxley rules.
Single Sign ON Single Sign On is conffigurable to any system in addition to supporting certain systems as standard.
Active Directory Sign-on Application can be autthenticated and signed-on via MS Active Directory.
SalesForce Sign-on Application can be autthenticated and signed-on via Salesforce.com
Google Sign-on Application can be autthenticated and signed-on via Google

SSO

Single Sign-On 
SAML Support

Security Assertion Markup Language (SAML) is a standard for logging users into applications based on their sessions in another context. This single sign-on (SSO) login standard has significant advantages over logging in using a username/password.

QCommission SSO AD integration enables your organization to integrate QCommission with a corporate Intranet or website. Once set up, your Users can sign in to your corporate intranet or website, and then access QCommission without the need to sign in a second time using their QCommission login credentials.

QCommission SSO also works with PingFederate for user authentication. Once the users are authenticated by PingFederate they will not be authenticated again by QCommission.

2FA

Two Factor Authentication

Two Factor Authentication (2FA) 

Extra layer of security. 
Protects your account by making it more difficult for an attacker to access.
This 2FA requires two pieces of evidence to confirm your identity.
Protection against phishing, social engineering and password brute-force attacks and secures your data from attackers.

Audit Setup

Software provides the ability to set different levels of auditing. Object level auditing also can be set. The logging happens based on the level that is defined for each object.
Log created/modified date and time Log created date/time and modified date/time on all records.
Log created/modified by user Log created by user and modified by user on all records.
No Logging Software does not log any information related to changes. Certain tables don’t have to be logged since they don’t impact the commissions.
Basic Logging Software logs information when any data is being added to the specified table.
Advanced Logging Software logs information when any data is added or edited in the specified table.
Full Logging Software logs information when any data is added or deleted or edited in the specified table. This logging is at a field level.
Audit Log Report Audit log reports can be generated based on the logging data They can be selectively executed for a user, a table or a date range.
Preserve source records used in calculations All source transactions used in commission calculations are retained.
Preserve all intermediate calculations All intermediate records created in commission calculations are retained..
Preserve source records used in calculations All source transactions used in commission calculations are retained.
Close prior period processed transactions Prior period transactions are closed for avoiding duplicated and for retention.
Log plan changes Provide a changes to all plan components
Provide audit trail for commission results Provide all source and intermediate result records for a commission calculation.
Track Adjustments Track all adjustments individually with mandatory comments. .
Modeling and Forecasting - This Software helps companies estimate future impact of changes and predictions.

Feature

Description
Future transaction modeling System allows the entry of future performance estimates and the potential sales commissions and payouts.This can be done for a single period or multiple periods through the end of the year.
Commission modeling with past year data System allows the ability to model commissions using data from the past year.
Commission modeling with current year data System allows the ability to model commissions using current year data dna forecast for the rest of the year.
Future commission plan change modeling System allows the ability to change commission rates and other plan components and estimate the potential sales commissions and payouts.
Future payee changes System allows the ability to change payees, new hires, terminations and roles and model future payments.
Future organization changes. System allows the ability to change reporting relationships, restructures and org structures and estimate the potential sales commissions and payouts.
Future plan changes System allows the ability to change plans, quotas, credit rules and payment rates to determine future commission expectations.
Internationalization - This Software handles multiple currency calculation for payout. The software utilizes currency rate tables for conversion which can be updated on-demand.

Feature

Description
Currency Exchange Currency exchange table for all currencies with effective dating is supported.
Currency on the transaction The transaction (invoice/order) holds fields for currency code and currency rate. Thru the use of these fields we are able to convert all transaction amounts into the relevant currency.
Base Currency The software has the ability to process based on a Company base currency. This allows for reporting and accumulation of amounts under a single currency.
Payee Currency Every payee can have their own currency for the calculation of their payout.
Multi-Currency Statements We provide a standard statement which shows the base currency, the currency that the transaction amount is in and the Payee's currency.

Localization

Description
Language Application supports English language only
Currency formats Local currency formats are supported in the web client.
Date formats Local date formats are supported in the web client.
Issue/Case Management - Workflow allows this system to track changes in the system and submit them for approval to specific roles and payees.

Feature

Description
Issue submission/Incident Management Allow payees to submit issues/cases for resolution inside the system.Typically issues with sales credits or calculations. Assign case numbers.
Case logging Assign case numbers. Log the case. Inform comp administrator about case.
Case conversation Allow continuing conversation related to case. Log the conversation. Notify both parties.
Case Resolution Close cases. Provide reports on open cases.
Support Desk Allows to submit tickets on open issues and manage them at one single place for efficient tracking until resolution.
Support Chat Payees and compensation Administrators can engage in a conversation using this feature to communicate feedback and conclude cases quickly.
Workflow - Workflow allows this system to track changes in the system and submit them for approval to specific roles and payees.

Feature

Description
Workflow Objects Workflow Designer allows the specification of workflow for any business object in the system. It can be applied against objects such as Plans, Commission Statements and Adjustments.
Workflow Triggers Set up work flow processes for approval when records change or are created.Validation can be set on specific records in objects when certain criteria are met. E.g: If adjustment is more than $1000, send for approval.
Workflow approval levels Workflow can be passed through unlimited number of approvals. Workflow approval levels are based on roles..
Plan Approval Execute plan after approval by the authorized user. Each plan can be completely unique by Payee. Plan documentation unique to each can be generated. Existing physical documents can be scanned and stored.
eSignatures Approvals can be a simple button click. They can also accept eSignatures in the form of text being entered by the user.
Commission Statement pre-Approval Present commission statements only after approval is completed by administrators and/or managers.
Commission Statement review Allow payees to review and approve their commission statements, before payment can be processed.
Alerts and Notifications - System can generate alerts and notifications for specific configurable conditions.

Feature

Description
Configurable alert Specific conditions in the database can be checked and alerts can be created. Alert can be directed to specific users.
Notification icon and counter Alerts are monitored and highlited in a notification icon in the common area of the application. A count of alerts is also shown.
Extendability - The application can be extended to solve unique customer needs.

Feature

Description
Replace Logo Replace primary logo present on pages and reports with customer-specific logo.
Rename field captions Field captions on forms and reports can be renamed for specific purposes.
User definable fields Tables come embedded with a minimum of 5 user definable fields called Flexi fields to allow re-use for user specific purposes.
Add additional fields to table Allow ability to add additional fields to existing tables.
Queries Add user defined SQL queries and schedule it along side other processes.
Extend calculations Commission calculations can be extended using VBScript.
Sandbox Environments - Configuring the rules in the solution, verifying and implementing in production

Feature

Description
Development Sandbox environment Environment to allow modifications to data integrations, commission plans, payees, sales organization, quotas and draw rules. Modifications can be be made to all Calculation processes can be executed. Modifications can be updated to other sandboxes or to production.
Quality Verification Sandbox environment Environment to allow modifications to data integrations, commission plans, payees, sales organization, quotas and draw rules. Modifications can be be made to all Calculation processes can be executed. Modifications can be updated to other sandboxes or to production.
Technology and Architecture - The software is built on Microsoft technology for easy fit with most organization's technology stack.

Feature

Description
Hosted Application available as a hosted solution. Multiple configurations available such as shared server, separate server, and even the ability to select their own hosting provider. This is useful for companies in some countries who need the data within their borders. ( e.g.Canada).
On-premises For companies with unique needs such as higher level of security: we offer on-premises installation.
Single User Install Application can be installed and used as a single user system.
Multi-user install Application can be installed and used as a multi-user system.
Operating Systems Compatibility Software runs on Windows operating systems including Windows 2000, Windows Vista, Windows XP, Windows Server 2003, Windows 7, Windows Server 2008 and Windows Server 2008 R2
Database compatibility Software uses MS SQL Server database. It supports all the latest versions of the MS SQL Server database. It also supports MS Access database. .
Environment Installed and runnable from Server and Client desktops. Can be installed as a single user system or a multi-user system
Internet Server Software uses Microsoft IIS internet server.
Internet Browser Compatibility Internet Explorer 7.0 or later
Language Software uses the following programming languages. Microsoft VB, Microsoft Dot Net 2.0, C Sharp, HTML and ASP.
Data Integration Software uses the associated QXchange ETL tool for data integration
Server Hardware Standard hardware running windows server operating systems. This matters only when on-premises is considered. Based on software edition, number of plans, transaction volumes and data retention, specific configuration will be determined.
Single Sign On Application integrates with Active Directory and allows single sign on to the application without having to re-logon.
Port Uses the default port for web access. Customer can configure Ports for their individual situation.
URL URL can be configured for web access to the application.
General - Other features

Feature

Description
Plan document Store plan documents in the system for review later.
Backup/Restore Database can be backed up as frequently as necessary and restored on demand.
Purge Prior years data can be purged as part of the year end process. The amount of data to be retained in the system can be specified.
Scheduled Batch Processing for imports Processes such as imports and exports can be scheduled and executed in batch.
Scheduled Batch Processing for calculations Processes such as plan calculations can be scheduled and executed in batch.
Scheduled Batch Processing for reports Processes such as reports can be scheduled and executed in batch.
Compliance - A strong corporate reputation

Feature

 Description
ASC 606

ASC 606 is the new revenue recognition standard that affects all businesses that enter into contracts with customers to transfer goods or services – public, private and non- profit entities.
GDPR QCommission is fully GDPR Compliant and it is also made sure that the compliance controls and extended all the way to the hosting provider services. GDPR compliance is required for, 
1.Customers having sales reps in European Region
2.Businesses in European region.
HIPAA Security Rule CellarStone engages with hosting services that has HIPAA compliance controls in place so that we can deliver services matching the compliance expectations of customers.
SOC

QCommission is SOC 2 Type II and SOC 1 Type II Compliant. The Trust Service Criteria (TSCs) Included are,
1. Security
2. Confidentiality
3. Processing Integrity.
CellarStone also engages with hosting services that has SOC compliances controls(To cover "Availability TSC") in place so that we can deliver services matching the compliance expectations of customers. GDPR Compliance Report covers the "Privacy" TSC.
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