The commission tracker, ready to fill in
Commission turns up weeks after the deal, as one number on a pay slip. This tracker is the rep's own list behind that number, so you can both see where it came from.
Download it for Excel or Word, or copy it. It's free, with no sign-up. The Excel file works out each deal's commission and every total.
Commission tracker: [rep's name]
Month: ______ Plan: [where the commission plan is written down]
This month
- Commission goal: ______
- Your usual rate (%): __
- Earned so far: ______
- Paid so far: ______
- Still owed to you: ______
- Still to go to the goal: ______
- Deals still needed at your average: __
Status: pick one per deal
- Owed. The deal counts, and the commission isn't paid yet.
- Paid. The commission is in your pay.
- Clawed back. The customer cancelled or didn't pay, so it came off.
Deals
Leave Rate blank to use your usual rate.
| Date closed | Customer | Deal value | Rate (%) | Commission | Status | Paid on |
|---|---|---|---|---|---|---|
| __ | __ | __ | __ | __ | __ | __ |
| __ | __ | __ | __ | __ | __ | __ |
| __ | __ | __ | __ | __ | __ | __ |
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| __ | __ | __ | __ | __ | __ | __ |
Download for Excel Download for Word
How to use it
- Put the goal and the usual rate at the top at the start of the month.
- Add a row when a deal closes, with the value the plan pays on.
- Leave Rate blank unless this deal pays a different rate.
- When the payout lands, mark each deal Paid and write the date.
- If a customer cancels inside the clawback period, mark it Clawed back.
How to check a payout against it
- Compare Paid so far with the commission on the pay slip.
- A deal still marked Owed after its pay date is the one to raise.
- Check the value the plan pays on: the contract, the invoice or what the customer has paid.
- Raise it in writing, with the deal and the date, inside the plan's deadline.
Those rules come from the written plan. If yours isn't written down, start with the commission plan template.
A filled-in month
Nurul Aziz is a rep with a goal of S$3,000 in commission for October and a usual rate of 10%. She, her customers and all the numbers are made up. They aren't a typical rate or typical pay.
| Date closed | Customer | Deal value (S$) | Rate (%) | Commission (S$) | Status | Paid on |
|---|---|---|---|---|---|---|
| 3 Oct | Brightline Dental | 8,000 | 10 | 800 | Paid | 31 Oct |
| 9 Oct | Oakridge Gym | 5,500 | 10 | 550 | Paid | 31 Oct |
| 15 Oct | Parkside Cafe | 4,000 | 8 | 320 | Owed | |
| 22 Oct | Harbour Logistics | 6,000 | 10 | 600 | Owed |
- Earned so far: S$800 + S$550 + S$320 + S$600 = S$2,270.
- Paid so far: S$800 + S$550 = S$1,350.
- Still owed: S$2,270 - S$1,350 = S$920.
- Still to go: S$3,000 - S$2,270 = S$730.
- Deals still needed: S$2,270 / 4 deals is an average of S$567.50, and S$730 / S$567.50 is 1.3, so 2 deals.
Parkside Cafe pays 8% because it was discounted. That's the row a rep would forget, and the one a payout check catches.
When a spreadsheet stops being enough
One sheet per rep works for a small team on one plan. Tiers, splits and several plans at once make it harder, because a formula that breaks in one copy won't tell anyone, and a few payouts can go out wrong before someone spots it.
That's the point to look at dedicated commission software. Palby Sales Tracker isn't that: it doesn't work out commission for a general sales team.
What Palby Sales Tracker counts
Palby Sales Tracker doesn't work out commission, and it doesn't hold pay or deal values. Keep those on this sheet.
It counts what reps do. Reps log a call, a meeting or a close with a tap on their phone, and the board shows each rep's counts. You can rename the nine starting tiles to your team's words and change their points. See how activity tracking works.
30 minutes. You choose the day and the time.
Book a walkthroughKeep reading
- Commission calculator
- Activity tracking
Common questions
A list of the deals a rep has closed, what each one pays and whether it's been paid. It lets you both check a payout and see how far the rep is from the goal.
For a small team on one plan, one sheet per rep, with a row added when each deal closes. Compare it with the pay slip each month. If you run tiers, splits or several plans, use dedicated commission software.
It depends on your plan's rules, so test any app against last month's payout before you switch. Palby Sales Tracker won't do this job: it counts calls and meetings, and doesn't work out commission for a general team.
Multiply the deal value by the rate: S$6,000 at 10% is S$600. For tiers or an accelerator, use the [commission calculator](/sales-tracker/free-tools/commission-calculator).
It depends on your margin and the base salary beside it. On a S$10,000 deal, 20% is S$2,000, so check the deal's margin can carry that before you compare it with anyone else's rate.
Put that deal's rate in its Rate column. Leave the column blank on the rest, and they use the usual rate.
The customer cancelled or didn't pay within the period the plan sets, so the commission came back off. Mark the deal Clawed back and it drops out of what's earned. The [commission plan template](/sales-tracker/templates/sales-commission-plan) has the clawback line and Singapore's Ministry of Manpower pages on deductions.
Yes, with one copy per rep, or one tab per rep in Excel. Each tab keeps its own goal and usual rate.
Yes. Upload the Excel file to Google Drive and open it there. The commission column and the totals work the same.
Yes. Copy it, print it or download it. There's no sign-up and no form to fill in.