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Case study · Built on a real job

Commission paid every Monday, no double payments

Commission calculated automatically, paid every Monday, with double payments blocked and every rep able to see their own results.

Client: Field sales team
Every Monday
Payouts finalised
Blocked
Double payments
The problem

What was going wrong

Working out commission took hours every week. Mistakes caused arguments, and managers couldn't easily see who was actually performing.

The fix

What we built

  • Appointments linked to the rep who booked them
  • Commission created automatically when an appointment is sat or sold
  • Protection against paying twice
  • Weekly payout totals, finalised every Monday
  • A page for each rep with their own results
  • A manager view of payouts owed, sat vs sold and top performers

The background

Every week someone sat with a spreadsheet working out who was owed what. Appointments had to be matched to the rep who booked them, then checked against what was sat and what was sold. It took hours, mistakes caused arguments, and the occasional double payment slipped through.

How it works day to day

Every appointment is now linked to the rep who booked it. When it’s sat or sold, the commission is worked out on the spot. Payouts are totalled every week and finalised on Monday, with double payments blocked before they happen.

Each rep has a simple page showing their own results and earnings. Managers see payouts owed, sat versus sold and top performers on one screen.

The result

No more Monday spreadsheet. No more arguments about who’s owed what. And managers can see who’s performing without waiting for a report.

Systems connected

Working with what they already had

  • Their booking systemEvery appointment linked to the rep who booked it
  • Phone diallerCall outcomes added to the reports (with the Call Tracker)
  • Rep portalEach rep sees their own results and earnings
  • Manager viewPayouts owed, sat vs sold and top performers on one screen
The difference

Before and after

Before
After
Hours in a spreadsheet every week
Worked out automatically
Arguments about who's owed what
Every rep sees their own numbers
Double payments slipping through
Blocked

Every call. Every quote. Every pound.

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