Getting started
Set up a commission workflow in Quota Queue
A reliable commission setup starts with source data and approved plan terms, then connects representatives, periods, statement review, and payout handoff in that order.
- Product location:
- Dashboard → onboarding checklist
- Reviewed:
- 2026-08-23
Before you begin
Collect the signed compensation plan, the participant roster, effective dates, quotas, and a representative CRM export. Decide which source fields establish close date, credited value, owner, stage, and any product or transaction conditions used by the plan.
Use a closed historical period for the first reconciliation. It gives you a known result to compare before the workflow reaches payroll.
Recommended setup order
- 1
Connect or import deal data
Connect Salesforce, HubSpot, Pipedrive, or Attio, or begin with a CSV import. Confirm field mapping and the synchronization window.
- 2
Create or import the plan
Import a PDF, DOCX, XLSX, CSV, Markdown, text, or HTML plan, or author the rules directly. Review every extracted term before creating the draft.
- 3
Assign people, dates, and quotas
Match the plan to the correct representatives and effective period. Confirm quota distribution and any assignment-level overrides.
- 4
Reconcile calculations
Open representative statements and compare deal-by-rule line items with the known historical result. Resolve source-data and plan-term differences separately.
- 5
Run the lifecycle
Lock the period, release statements into the configured approval workflow, resolve disputes, approve the period, and export reviewed results.
What to verify before going live
- Every active representative has the intended plan assignment.
- Close dates land in the expected pay periods.
- Deal ownership and split credit match the CRM source.
- The hardest tiers, accelerators, bonuses, caps, draws, or clawbacks reconcile.
- Statement totals equal the approved payout source.
- Outbound email remains paused until queued messages and invitations have been reviewed.