Commissions

Commissions in APEX are earned on deals: when a deal reaches CLOSED WON, the deal’s commission rule turns its value into ledger entries — one per rep in the split — and posts the matching accounting accrual. The Commissions tab is where finance watches earnings, forecasts the open pipeline, and marks entries paid.

Roles: the Commissions tab and every commission action are for owners and admins only. A member who opens the tab sees an access notice — “Commission tracking is limited to owners and admins. Ask one to grant you access.” — with the Sales tabs still in place, not an error screen. On a deal, the Commission cell itself is visible to everyone, but its rule, rate, and split are shown to owners and admins only — a member sees it as “No commission configured” and any attempt to save a rule is refused.

Configuring a deal’s commission

The rule lives on the deal — open it from the pipeline board and find the Commission cell. Until a rule is set, it reads: “No commission configured. Set a rule + split before closing the deal.”

On the deal, click Configure (or Edit to change an existing rule).
In the drawer, set the Commission rate (%) — a percentage of the deal’s value.
Build the Rep split: one row per rep with a name and a Split %. Add rows with + Add rep; the indicator must reach exactly 100% / 100% before saving.
Click Save commission.

The cell then shows the RULE (FLAT — or TIERED for rate schedules set up by your administrator), the RATE, and the SPLIT (“A. Diaz 60% · S. Perez 40%”).

A deal with no rule of its own falls back to the assigned rep’s default commission plan (100% to that rep) for both the forecast and the Closed-Won accrual. Default plans have no screen in the console yet — they are set up by your administrator. If neither exists, closing the deal won accrues nothing.

What happens on Closed-Won

Moving the deal to CLOSED WON writes, in one transaction:

One commission ledger entry per rep: deal value × rate × the rep’s split, stamped with the month it was earned. Entries start PENDING.
The accounting accrual — a journal entry recognizing the commission expense and liability. If the workspace’s account mappings are missing, the close fails as a whole (the same discipline as shipping a work order — see Work Orders).

Reopening a won deal (moving it out of CLOSED WON) reverses the accrual and clears the pending entries so the ledger nets to zero. If any entry was already PAID, the move is refused.

The Commissions tab

Screen: The Commissions tab. A KPI strip: PENDING COMMISSION, PAID COMMISSION, PIPELINE FORECAST, and REPS WITH EARNINGS. Then four sections top to bottom: Per-rep earnings (rep · earned · pending · paid · entries), Pipeline commission forecast (rep · open deals · open value · forecast commission), Monthly summary with an Export CSV button (month · earned · pending · paid · entries), and the Commission ledger with its own Export CSV (deal · rep · deal value · rate · split · earned · a PENDING/PAID status pill · and a Mark paid button on pending rows).

Per-rep earnings and the Monthly summary always total the full ledger, so the numbers stay honest no matter how many ledger rows are on screen.
The forecast projects commissions over still-open deals that have a rule (their own, or the rep’s default plan) — what the team stands to earn if the open board closes won.
Both Export CSV buttons build the file instantly in the browser — the monthly summary for the payroll cycle, the ledger for the detail behind it.

Marking a commission paid

Find the entry in the Commission ledger (it shows a PENDING pill).
Click Mark paid. The toast confirms and the pill flips to PAID with the settlement date stamped.

Mark paid records the settlement status — it does not move cash. Record the actual payout through your payroll or accounting process; the accrual posted at Closed-Won stands until it is settled there. Paid entries also lock the deal’s won status: reopening the deal is refused while paid entries exist.