Free · interactive · no email required
Commission spreadsheet migration checklist
How to migrate commissions from spreadsheets in four steps: inventory every workbook and handoff, map each column and formula to a source field or plan rule, reconcile at least one closed period against the new system, then freeze the spreadsheet and cut over at a defined period. Move the operating logic, exceptions, and audit evidence—not just the final payout column.
0 of 16 checks complete
Progress stays on this page until you leave or reset it.
Inventory the current system
Find every file and handoff that participates in the result.
Map data and formulas
Translate spreadsheet mechanics into explicit inputs and plan rules.
Design the migration test
Use historical evidence to prove that the new workflow behaves as intended.
Cut over safely
Preserve evidence and a clear boundary between old and new systems.
Test the migration with one plan
Import an existing plan and reconcile a closed period before changing the team's live process.
Start Free