CRM
Sales commission
Pay salespeople a share of the deals they win: set commission plans, count each month's commission from won deals, send it for approval, then send approved amounts to payroll.
Who can use it
- Salespeople see their own commission.
- Sales managers see everyone's, manage plans, count commission and send it for approval.
- Payroll staff (or whoever you allow) send approved commission to payroll.
Where: CRM → Sales commission.
Plans
Open the Plans tab and click Add plan.
| Field | Meaning |
|---|---|
| Plan name | For example "Field sales 2026" |
| Priority | When several plans fit a person, the lowest number wins |
| Rate | Flat percent of the month's won value, or Tiers |
| How tiers apply | Each band at its own rate (like tax bands) or Reached band on the whole amount |
| From / Rate (%) rows | The tiers; the first always starts from 0 |
| Applies to | Everyone, Some teams or Some people |
| From / Until | The months the plan is valid |
| Active | Turn a plan off without deleting it |
Amounts are in your workspace currency. Deals in another currency are converted at the exchange rate on record; a deal whose currency has no rate is skipped and the count tells you so.
Tier example
Tiers 0 at 2% and 100,000 at 5%, a salesperson won 150,000 in October:
- Each band at its own rate: 100,000 × 2% + 50,000 × 5% = 4,500
- Reached band on the whole amount: 150,000 × 5% = 7,500
Statements
Each salesperson gets one statement per month: the plan used, the number of won deals, the won value and the commission. Use the arrows to move between months. Click a row to see the deals counted.
| Button | What it does |
|---|---|
| Count commission | Counts the month's won deals (by the date each deal was won). A statement not yet sent for approval is recounted; one waiting for approval, approved or sent to payroll is left alone. 9bx also counts last month automatically on the 1st. |
| Send for approval | Sends the ticked statements (or all drafts) to the approval inbox. If no approval flow is set up for sales commission, they are approved straight away. |
| Send to payroll | Approved statements become a commission earning in that month's payroll. Each statement is sent only once. |
| Export CSV | Employee code, name, deals, won value, commission and status for the month, for payroll outside 9bx. |
Statuses: Draft, Waiting for approval, Approved, Rejected (with the approver's note; fix and count again, then resend), Sent to payroll.
Approval
Set up a flow for Sales commission in the approval flows screen (conditions can use the commission amount, the won value or the number of deals). Approvers decide in the approval inbox like any other request.
Troubleshooting
- "This person has no employee record" when sending to payroll: payroll pays employees only. Add the salesperson as an employee, then send again.
- Nobody appears after counting: check that a plan is active for that month and applies to the people who won deals.
- "Payroll is not part of this workspace": use Export CSV instead.