Statements
What is a sales commission statement?
A sales commission statement is the period record that connects a participant’s commission total to credited transactions, applied plan rules, adjustments, disputes, approval status, and payout status.
- Product location:
- Dashboard → Statements
- Reviewed:
- 2026-08-23
Before you begin
- A calculated pay period
- At least one participant statement
Worked example
Ava Chen's August statement
Illustrative Northstar Software workspace. The people and transactions are fictional; the workflow and product UI are real.
| Deal | Credited amount | Applied rule | Commission |
|---|---|---|---|
| Acme expansion | $70,000 | 8% base | $5,600 |
| Beacon new logo | $30,000 | 8% base | $2,400 |
| Cedar renewal | $20,000 | 12% accelerator | $2,400 |
| Total | $120,000 | 120% attainment | $10,400 |
Result: The statement total can be reproduced from its visible transaction and rule evidence.
Statement anatomy
- Participant, plan, and measurement period
- Credited source transaction
- Credited value and ownership or split evidence
- Applied rule and calculation basis
- Commission amount per line
- Adjustments and dispute history
- Statement total and lifecycle status
Why line-item evidence matters
A period total cannot explain whether a missing payment came from source data, deal ownership, an eligibility condition, a quota threshold, or a later adjustment. Quota Queue retains the deal × rule calculation lines so a representative or reviewer can trace the amount without reconstructing a spreadsheet.
Statement lifecycle
Draft statements can recalculate while their period is open. Locking creates the review snapshot. A locked statement can be released into its configured approval workflow, disputed or approved, and later marked paid as the period advances.
- Draft and recalculating
- Locked for review
- Released to approval
- Rep-approved or disputed where applicable
- Approved
- Paid
Representative and administrator views
Representatives can review their own released statement evidence and raise a dispute on a specific line. Administrators and authorized reviewers manage the period, approval, resolution, and export workflow without exposing workspace-wide controls to representatives.
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
A reviewer can move from the period total to the contributing deals, rules, adjustments, disputes, and approval state.
Open this workflow in Quota QueueTroubleshooting
Why does the statement total not match the CRM report?
Compare the report's dates, stages, ownership, currency, and eligibility scope with the credited deals shown on the statement.
Why is a statement unavailable to the representative?
Confirm that the period was locked and explicitly released into the configured workflow.