The Calculate Manager Commissions screen handles the unique requirements of manager-level compensation. Managers are typically compensated based on their team’s aggregate performance rather than individual deals. This screen provides the tools to calculate, review, and finalize manager commissions with full transparency.
Getting There
Navigate to Operations → Sales → Calculate Manager Commissions in the left sidebar.
Key Features
Aggregated Performance View
See how each manager’s team is performing against aggregated quotas. The view rolls up individual rep performance into team-level metrics, giving managers and finance a clear picture of team attainment.
Manager Commission Wizard
A guided workflow specifically designed for manager commission calculations. It handles the complexity of team-based attribution, override commissions, and management bonuses that don’t apply to individual contributors.
Override Tracking
Track management overrides — the additional commission managers earn on their team’s deals. These are calculated based on the manager’s plan configuration and the team’s closed business.
Team Breakdown
See the breakdown of which team members contributed to the manager’s commission. This transparency helps justify the numbers and supports conversations between managers and finance.
Step-by-Step: Calculating Manager Commissions
- Select the period — Choose the commission period you want to calculate.
- Review team performance — Check the aggregated performance view for each manager.
- Run the wizard — Launch the manager commission wizard to process calculations.
- Review results — Verify the calculated amounts against expected ranges.
- Apply any adjustments — Make corrections if needed, with documented reasons.
- Finalize — Complete the calculation and include it in the period’s commission report.
💡 Tips & Best Practices
- Calculate after individual commissions — Manager commissions depend on team data, so always process individual rep commissions first.
- Review aggregated quotas annually — Make sure the aggregated quota setup in Commission Plans accurately reflects the manager’s current team.
- Keep it transparent — Share the team breakdown with managers so they understand how their compensation was calculated.
Frequently Asked Questions
How do aggregated quotas work?
Aggregated quotas roll up from the individual quotas of team members assigned to the manager. When you add or remove team members from the aggregation in Commission Plans, the manager’s target adjusts accordingly.
Can a manager also earn individual commissions?
Yes — if a manager has their own deals, they can be on both an individual plan and a manager plan. The two are calculated independently.
What if team composition changes mid-period?
The system uses effective dates on assignments. If a rep moves teams mid-period, their contribution is prorated based on the dates.
Related Articles
- Commissions — Individual commission calculations
- Commission Plans — Plan and assignment configuration
- Quotas — Quota tracking