Find guides, tutorials, and answers to get the most out of Earnest.
Getting Started with Earnest
A quick-start guide for admins, managers and reps — what to set up first, and where everything lives.
Navigating Your Dashboard
How to read your sales dashboard, track commission as it accrues, acknowledge statements, and raise a problem.
The Manager's Guide
Everything a sales manager can do in Earnest — reviewing team payouts, submitting adjustments, filing disputes for reports, and modelling team earnings.
The Earnings Planner
Model what you'll earn at any attainment level, and see what your next deal is actually worth.
Understanding Compensation Plans
How comp plans, metric types, tiers, ramp schedules, kickers and team plan mixes work together in Earnest.
Modeling & Optimizing Plans
Use the Simulator to forecast and backtest plan changes before you commit, and the Optimize tab to search for a plan that lands on your comp budget.
Scheduled Changes & History
How effective dating works in Earnest — scheduling a change forward, retracting one, and auditing what the configuration looked like on any past date.
The Payout Pipeline
Walk through the full lifecycle of a payout in Earnest — from draft generation through the publish gates to finalized statements.
Review, Approvals & Disputes
How manager-submitted adjustments get approved, why pending items expire after 14 days, and how the dispute lifecycle works.
Corrections & Clawbacks
How to fix a payout that is already published, how the corrections ledger works, and what a recoverable balance means on your statement.
Reading Your Commission Statement
A section-by-section guide to the PDF commission statement you receive when payouts are published.
Glossary
Plain-English definitions of the commission terms used across Earnest — from attainment and accelerators to supersedes and true-ups.
Settings, Notifications & Your Data
Feature toggles, email delivery, per-user notification preferences, billing limits, data export and account deletion.
Analytics & the Audit Log
Reading the analytics dashboard — cost of sales, attainment distribution and team comparisons — and using the audit log to trace who changed what.