Sales Commission Calculator

Commission disputes start when the rule lives in a spreadsheet nobody dares to touch: tiers, quotas, split deals, a cancelled deal three months later. This calculator keeps the rules on one sheet and shows each rep exactly how the payment was built, and lets you test a plan design before rolling it out.

What is inside

• Plan: period dates, up to three plans with five tiers, rates, a minimum attainment gate, an optional cap and the choice of marginal or retroactive, credit percentages by deal category (for example renewals at 40%) and the clawback schedule by days since the deal.
• Team and Deals: up to 30 reps with plan and quota, and up to 1,500 deals. Mark a team deal as split and list each rep's share (up to 200 split rows).
• Adjustments and Clawbacks: bonuses and corrections (up to 60) and cancelled deals with the commission already paid (up to 100).
• Calc: attainment, tier reached, bands, commission by method, gate, cap, accelerator, net commission, balance due and any carry-forward, for every rep.
• Statements: pick a rep and print the calculation, deals, adjustments, clawbacks and balance due on one page.
• Plan payout curve: how each plan pays from 0% to 200% attainment, plus a Dashboard (three native charts) and Checks for split totals, unknown reps and tier order.

How it is deeper than the cheaper Salon Spa Commission Tracker and the Real Estate Agent Commission tracker: those apply one flat rate per person. This one handles tiered plans, accelerators, caps, team splits and clawbacks over the lifetime of a deal.

Facts and settings: commission is not a payroll calculation and has no end-of-service or WPS logic. Have your plan reviewed by HR or legal: employment law and contract terms govern what you may claw back.

What it is NOT: it is a calculation tool, not accounting, tax or legal advice. It is not connected to your bank or accounting system, it is not an FTA-approved system and it is not an e-invoicing tool (e-invoicing is on the Zeyto roadmap only). Where a rule matters it is a setting you enter, with a note to confirm it with the FTA, your accountant or your auditor.

Two workbooks: an EXAMPLE copy filled with invented data so you can see every sheet working, and a BLANK copy with the same formulas ready for your own data. Formulas only: no macros, no volatile functions, no add-ins. Input cells are coloured, formula sheets are protected without a password, and a Checks sheet turns green only when every list ties out.

How it was checked: recalculated with an independent Python formula engine and 341 outputs (credited bookings, attainment, bands, both methods, gates, caps, clawbacks by age, balances, the payout curve, one statement and the top-12 chart data for 12 invented reps) were compared with a separate Python model, with no difference. There is no Excel or LibreOffice on the build machine, so it was not opened in them and the charts and print layout were not viewed on screen.

Limits: one quota per rep per period with no proration for part periods or leave, no multi-period accelerators or draws recovered over time, no currency conversion, and a statement prints one rep at a time showing the first 15 full-credit deals.