Tracking commissions

Tracking commissions is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Maintain transparent commission calculations tied to finalized financial events.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/employees/dashboard.tsx
• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Verify commission rules for role/service type.
2. Tie commission trigger to valid milestone (signed, paid, completed).
3. Review exception cases (refunds, change orders).
4. Lock payout values after approval.

Common failure points

• Calculating commissions on pre-finalized totals.

Handoff and follow-through

• Finance exports approved commission records for payroll.