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
Before you begin
- An approved clawback term
- A previously credited event
- A qualifying reversal event with an authoritative date
Worked example
Reverse a canceled $25,000 deal
Illustrative Northstar Software workspace. The people and transactions are fictional; the workflow and product UI are real.
| Event | Basis | Rate | Statement effect |
|---|---|---|---|
| Original closed-won deal | $25,000 | 8% | +$2,000 |
| Qualifying cancellation | $25,000 | 8% reversal | −$2,000 |
| Net across periods | $0 retained basis | — | $0 |
Result: The later negative line references the original earning and preserves both lifecycle events.
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
Confirm the trigger
Verify the source transaction and event match the signed plan definition.
- 2
Confirm timing
Compare the event date with the configured clawback window.
- 3
Confirm prior commission
Trace the original statement line and amount being reversed.
- 4
Review the new line
Confirm recovery method, amount, period, and participant before approval.
Plan and legal review
The product executes the configured plan rule; it does not determine whether a clawback term is legally enforceable. Commission-payment laws vary by jurisdiction. Have qualified counsel review the signed plan language and recovery process before use.
This documentation explains product behavior and is not legal advice.
Product walkthrough
See the workflow in Quota Queue
These captures show the real product interface with demonstration data. Product UI shown as of August 2026.
Expected result
The negative line identifies the triggering event, original earning, applied plan term, affected period, and approval history.
Open this workflow in Quota QueueTroubleshooting
Why was a cancellation not clawed back?
Confirm that the plan contains the term, the event type and date qualify, and the original earning is available to reference.
Can an administrator simply edit the old statement?
Use the explicit reopen, dispute, or adjustment path appropriate to the lifecycle state so reviewers can see what changed and why.