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Reports & History

Salesperson Commission Report

Calculate commission earned per salesperson over a date range. Per-tenant default rate with per-employee overrides.

Salesperson Commission Report

Aggregates orders by salesperson over a date range and computes commission earned. Available at /reports/commissions (requires ShowReports permission).

Setting commission rates

Two layers — tenant default + per-employee override.

Tenant defaultcompanystores.DefaultCommissionRate. A decimal (0.05 = 5%). Applies to every salesperson who doesn’t have an override.

Per-employee overrideemployees.CommissionRate (also decimal). When set, overrides the tenant default for that employee.

(A settings UI for editing both fields is a planned follow-up. Today: configure via direct field edit.)

What the report shows

Pick a date range at the top (defaults to current month). The table shows one row per salesperson:

ColumnWhat it is
SalespersonName as recorded on orders.Salesperson. Unassigned orders aggregate as ”— unassigned —”
OrdersDistinct order count in the period
Net RevenueSum of Quantity * (UnitPrice - CashDiscount) across all line items, post-discount
RateEffective commission rate. Shows the percentage + an “Override” badge if the salesperson has a per-employee rate
CommissionNet Revenue × Rate

Bottom: grand totals for Revenue + Commission across all salespeople.

What the report does NOT include

This is v1 — flat percentage of post-discount line revenue. Not yet supported:

  • Tiered rates — “3% under $50k, 5% above”
  • Per-category overrides — “higher rate on bridal, lower on watches”
  • Gross-profit-based commission — currently uses revenue, not (revenue - cost). For shops that pay on margin, this matters; planned for v2.
  • Split commissions — multiple salespeople on one sale
  • Returns / refunds — currently counts gross sales. Returns aren’t subtracted.
  • Voided orders — excluded ✓
  • Payment-based commission — currently sale-date based. For shops that only pay commission once the invoice is fully paid, the model needs to change.

If any of these are blockers for your payroll process, flag them — most are 2–4 hour additions.

Exporting

No CSV / XLSX export yet (planned follow-up). For now, copy the table out to a spreadsheet manually or query the underlying tables directly.

See also

  • Daily Sales Summary Report — broader sales breakdown
  • Top Customers Report — by customer rather than by salesperson