Adjustments

How commission clawbacks work in Quota Queue

A commission clawback reverses or reduces previously earned commission when a plan-defined event occurs within the configured window. The rule must identify the trigger, window, recovery method, and affected calculation evidence.

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Product location:
Dashboard → Plans → rule editor
Reviewed:
2026-08-23

Clawback rule components

  • Trigger event supported by the deal lifecycle
  • Number of days in the clawback window
  • Full or prorated recovery method
  • Previously paid or earned commission being referenced
  • Affected participant and statement period

Calculation behavior

When an eligible reversal event falls within the configured window, the canonical engine creates the applicable negative commission result. The statement evidence identifies the prior commission basis and whether the recovery is full or prorated.

Operational review

  1. 1

    Confirm the trigger

    Verify the source transaction and event match the signed plan definition.

  2. 2

    Confirm timing

    Compare the event date with the configured clawback window.

  3. 3

    Confirm prior commission

    Trace the original statement line and amount being reversed.

  4. 4

    Review the new line

    Confirm recovery method, amount, period, and participant before approval.