Reading Your Commission Statement
When your admin publishes a payout you receive a PDF Commission Statement — attached to an email, and downloadable any time from your dashboard. It is a complete breakdown of how your commission was calculated, from raw volume to final payout.
Every number on it is derived. There are no manual overrides to the math; the sections below show each step so you can verify it yourself.
Layout
- Header
- Executive Summary
- Revenue / Volume
- Commission Calculation
- Manual Adjustments (if applicable)
- Guaranteed Draw (if applicable)
- QTD True-Up (if applicable)
- Final Payout
- Plan Details & Quota Derivation
- Per-Plan Breakdown (multi-plan reps only)
1. Header
Document title, your organization name, your name and email, the period covered, and your team.
2. Executive Summary
| Field | What it shows |
|---|---|
| Final Payout | The total you are receiving — commission plus any fixed bonuses. |
| Total Volume | Your credited activity total for the period. |
| Attainment | Quota achievement as a percentage. |
| Period Quota | The quota you were measured against, after proration and ramp. |
A conversion note appears if your payout or quota currency differs from your organization's base currency. Badges below the box flag a ramp month or a prorated period with your active days.
3. Revenue / Volume
| Line | Meaning |
|---|---|
| Actual revenue / volume | The sum of your credited activities, before adjustments. |
| Adjustments | Revenue or unit adjustments applied by your admin, shown as ±. |
| Total revenue / volume | Actual + adjustments. This drives attainment. |
| Activity count | How many individual activities were included. |
| Attainment | Total Volume ÷ Period Quota × 100, with the formula shown inline. |
If there were no adjustments, only the total is shown.
4. Commission Calculation
| Line | Meaning |
|---|---|
| Base revenue (up to quota) | The portion of your volume at or below quota. |
| × Rate | Your effective rate — a percentage on Revenue plans, a per-unit amount on Unit plans. |
| Base commission | Base revenue × rate. |
If you exceeded quota:
| Line | Meaning |
|---|---|
| Accelerator revenue | The portion above quota. |
| × Rate × tier | The accelerated multiplier from your tier schedule. |
| Accelerator commission | Commission on the overage at the higher rate. |
| Tier applied | The tier band used, e.g. "100–120% tier (1.5×)". |
Any kicker bonuses appear next — flat amounts earned for crossing an attainment threshold, cumulative if you crossed several. The section ends with a subtotal.
If a cap or floor changed your total, it is stated explicitly rather than silently applied.
5. Manual Adjustments (if applicable)
| Type | Meaning |
|---|---|
| Revenue Adjustment | Added to your total revenue before commission is calculated — it moves attainment and can cross a tier boundary. |
| Fixed Bonus | Added flat to your payout, outside the commission formula. |
Each shows its amount and the reason your admin gave. An entry that corrects an earlier published period is labelled with the period it corrects.
6. Guaranteed Draw (if applicable)
| Line | Meaning |
|---|---|
| Draw (prorated) | Your guaranteed minimum for the period, scaled if you did not work all of it. |
| Draw top-up | The amount added to bring you up to the guarantee. |
If you earned more than the guarantee, a note confirms no top-up was needed.
7. QTD True-Up (if applicable)
Only for monthly-payout plans that evaluate attainment quarterly.
| Line | Meaning |
|---|---|
| QTD gross commission | Total earned for the quarter so far, against cumulative quarterly quota and revenue. |
| Prior payouts deducted | Commission already paid in earlier months of the quarter. |
| Net commission this period | QTD gross − prior payouts — your incremental true-up. |
| Quarterly quota | The quarter's total quota, including any ramp adjustments. |
8. Final Payout
| Line | Meaning |
|---|---|
| Commission earned | Total commission after any QTD true-up. |
| Fixed bonus | Fixed bonuses from the adjustments section. |
| Total payout | Commission + fixed bonuses. |
| Converted to [currency] | If your quota and payout currencies differ, the converted amount and the rate used. |
9. Plan Details & Quota Derivation
A reference table showing exactly how your quota was built:
| Field | What it shows |
|---|---|
| Plan | Your comp plan's name. |
| Rate | Your effective commission rate. |
| OTE / Base Salary | Your targets, prorated where applicable. |
| Annual Quota | Your full annual target. |
| Seasonality weight | The weight for this quarter, if your team uses seasonality. |
| Period Quota | Annual ÷ period count, with seasonality applied. |
| Ramp step | The ramp month and its quota reduction, if applicable. |
| Proration | Active days versus total days, and the resulting factor. |
| Effective Quota | The final quota you were measured against. Matches Period Quota in the summary. |
Ratio plans
If you are on a ratio plan, this section also shows the Ratio Goal (e.g. "$60,000 / FTE") and the resolved denominator used for the period, marked (override) if an admin set it manually.
That bridge matters: your Period Quota is goal × denominator, so a plan that reads "$60,000 per
FTE" produces a $300,000 quota at 5 FTE. Both halves are shown so the two reconcile.
10. Per-Plan Breakdown (multi-plan reps only)
If your team's variable comp is split across several plans, this section breaks the period down per plan — each plan's weight, quota, attainment and commission — so you can see which part of your business drove which part of your pay.
How the numbers derive
- Annual Quota ÷ period count → × seasonality → × ramp → × proration = Effective Quota
- Effective Rate = (OTE − Base Salary) ÷ Annual Quota
- Attainment = Total Volume ÷ Effective Quota × 100
- Base Commission = min(Total Volume, Effective Quota) × Effective Rate
- Accelerator Commission = max(0, Total Volume − Effective Quota) × Effective Rate × Tier Multiplier
- Kicker Bonuses = Σ (Bonus% × Variable Comp) for each threshold reached
- Commission Earned = Base + Accelerator + Kickers, then clamped by cap and floor
- Final Payout = Commission Earned + Fixed Bonuses
- Payout Currency Amount = Final Payout × Exchange Rate, if currencies differ
Footer
Your organization name, the document type, the period, and the generation date — plus a note to contact your manager or finance team with questions.
Frequently asked questions
Q: My statement differs from my dashboard. The dashboard is live; the statement is frozen at generation. If activities changed after the payout was created the two will differ. Corrections are posted forward into a later period rather than rewriting the statement.
Q: Where is my recoverable balance? It's on my dashboard but not the PDF. Recoverable balances are shown in the app on your payout detail page, not on the PDF. See Corrections & Clawbacks for how they work.
Q: What does "prorated" mean? You did not work the full period — you started, ended, or changed position inside it. Your quota, OTE and base salary are reduced proportionally so attainment stays a fair comparison.
Q: "Tier applied: 100–120% tier (1.5×)" — what is that? Your attainment landed in the 100–120% band, so revenue above quota paid at 1.5× your base rate. Only the revenue past the boundary accelerates.
Q: Can I get my statement re-issued? Yes. Your admin can download any published payout's PDF at any time. It is regenerated from the frozen data, so it always matches the original.
Q: The conversion rate looks wrong against today's rates. Rates are locked when the payout is generated, so your payout cannot drift after publication. A rate from a month ago will not match today's.
Q: What is the difference between a Revenue Adjustment and a Fixed Bonus? A Revenue Adjustment joins your volume and flows through the whole commission calculation — it can change your attainment and your tier. A Fixed Bonus is added to the total at the end and affects neither.