The commission system your team can operate itself.
Build plans, handle exceptions, sync deals, explain payouts, and close the period in one legible workspace. Replace spreadsheet handoffs with one connected workflow, without a formula-field maze or specialist administrator.
Explore the workflow in depth
Sales commission software
Evaluate the complete plan-to-payout category and operating cycle.
Commission plan software
Import, model, version, publish, assign, and audit compensation plans.
Commission tracking software
Trace source deals through calculations, statements, approvals, and payout handoff.
Commission accounting software
Carry approved commission evidence through deferred costs, journals, reconciliation, and close.
CRM and commission integrations
Connect source data and export reviewed commission results.
Quota attainment calculator
Model attainment and export a repeatable calculation without creating an account.
Commission spreadsheet template
Start with structured CRM, calculation, and summary sheets for multiple reps and deals.
Free commission tools
Use practical calculators, checklists, and templates before moving the workflow into Quota Queue.
Product knowledge base
Follow the documented setup, calculation, credit, statement, quota, adjustment, and approval workflows.
Design
Build the plan in compensation language
Define tiers, accelerators, SPIFs, clawbacks, overlays, and rep-specific exceptions as explicit rules your team can read and change.
- Drag-and-drop plan components
- Tiered rates with unlimited tiers
- Reviewable exceptions for unique payout terms
- Duplicate and version plans across quarters
Import
Turn the document into a reviewable draft
Upload a PDF, Word, Excel, or CSV plan, or paste the text directly. Quota Queue extracts each tier, rate, accelerator, and clawback for you to verify before anything is published.
- PDF, DOCX, XLS, XLSX, CSV, Markdown, text, and HTML supported
- Extracts multiple plans from a single document
- Proposed rep assignments, quotas, and per-rep overrides stay reviewable
- Review and edit everything before publishing as drafts
Calculate
See the calculation while you still have time to fix it
When CRM data syncs, affected open periods enter a deduplicated recalculation queue. Admins can inspect the latest completed results and catch mapping or plan issues before period close.
- Queued, deduplicated recalculation for affected open periods
- Deal-level commission breakdowns
- Multi-rule evaluation across tiers and bonuses
- Automatic quota attainment tracking
Connect
Sync directly from your CRM
Connect supported CRM, accounting, and commerce sources and import revenue events on your configured sync schedule. Review source status, credited revenue, and ownership in one workflow.
- CRM plus Pipedream-managed QuickBooks, Xero, Zoho Books, FreshBooks, Stripe revenue, Shopify, and Recharge connections
- Automatic deal sync on your configured schedule
- Field mapping for custom CRM configurations
- Sync history and audit logging
Track
Statements reps actually understand
Every rep gets a clear view of their earnings by period. Statements show every deal, every tier, every dollar.
- Monthly, quarterly, and annual statement views
- Deal-level breakdowns with tier attribution
- Statement approval workflow with locking
- Full payout history across all periods
Manage
Administer the team from one place
Invite reps, assign plans, track performance, and manage approvals in one place. Managers can preview exactly what each rep sees.
- Role-based access (Admin, Manager, Rep)
- Auto-assign plans by role or team
- Manager view with team-wide analytics
- Masquerade mode to preview the rep experience
Ask
Ask a question without building a report
Ask questions about your team's performance, plan structures, or commission totals in plain English. Get answers based on the workspace data available to the assistant.
- Natural language queries across all your data
- Top performer analysis and team breakdowns
- Plan structure explanations on demand
- Commission data Q&A across all your plans and reps
Model
Test a plan before reps sign it
Test new plan structures against historical data with Monte Carlo forecasting. See the range of outcomes before rolling out changes to your team.
- Monte Carlo simulations with 10,000+ scenarios
- P10 / P50 / P90 outcome distributions
- Adversarial stress testing for edge cases
- Compare plan versions side by side
Account
Move approved commissions into a controlled subledger
Pro ASC 606 commission accounting connects frozen statement evidence to explicit ASC 340-40 policy decisions, deferred assets, amortization, journals, reconciliation, close, forecasts, and accounting export files.
- Versioned policy and decision evidence
- Exact schedules, impairments, and balanced journal batches
- Close blockers for unresolved review or reconciliation differences
- Generic, QuickBooks, NetSuite, Sage Intacct, Xero, and audit-package files
| Period | Deferred | Expense | State |
|---|---|---|---|
| 2026-08 | $86,400 | $7,200 | Prepared |
| 2026-09 | $79,200 | $7,200 | Open |
Pay
Payroll-ready exports
Lock a pay period, approve commissions, and download a CSV that works with any payroll system. Direct payroll integrations coming soon.
- CSV download compatible with any payroll provider
- Period locking to prevent retroactive changes
- Approval workflow before payout
- Direct payroll integrations coming soon
Run your first plan without an implementation project.
Start building plans for free. No credit card required.