Sales KPIs and bonuses
Bonuses from invoices and payments under one scheme, with thresholds, a cap, deductions and a journal entry
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
- 01
End of the month: managers' bonuses are calculated in a spreadsheet again, followed by arguments about who sold how much.
- 02
The module takes actuals straight from invoices and payments, and splits a shared deal between managers by the sales team percentages.
- 03
In the incentive scheme each metric has a weight and its own rule: revenue follows a scale, payments have a threshold, each new customer earns a fixed amount. And on top there is a bonus limit per person.
- 04
You fill in the monthly plan from the scheme in one click: lines for each manager and metric. The amounts in the lines can be adjusted by hand, and then you approve the plan.
- 05
You open the "Plan fulfilment by manager" report on any day and see straight away who is falling behind.
- 06
At the end of the month you create a bonus calculation, choose the scheme and click "Calculate". For each manager: fulfilment, the amount and what it is made up of.
- 07
Maria exceeded her plan: above the cap the bonus does not grow, and the system applied the per-person limit itself, as an adjustment.
- 08
Oksana did not meet her plan: the revenue bonus is zero, payments are below the threshold, and a deduction applies for customers' overdue debts.
- 09
You submit the calculation. If bonuses for this month have already been posted, the system will not let you accrue them twice.
- 10
First you open the previous calculation and cancel it, and its journal entry is cancelled with it. You go back to the new one, submit it again, and now everything goes through without errors.
- 11
After submission a journal entry to selling expenses is created, and you print the bonus accrual sheet with signatures.
- 12
The rules are the same for everyone, and each manager sees what their bonus is made up of.
Sales KPIs and bonuses
Sales plans per manager, metrics from invoices, payments and deliveries, incentive schemes (percentage, scale, threshold, cap, deduction), bonus calculation for a period, a plan fulfilment report, a payout sheet and a journal entry or an accrual in payroll.
Area: Sales and shipping. The module is switched on and off for each company separately, with no per-seat licences.
More modules on video
2:17Rozetka and Prom: orders go into the books automatically
2:21Payment by link
2:16Production planningThe same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.