B2B Sales Pipeline and Commission Tracker

Commission disputes usually come from a spreadsheet only one person understands. This workbook keeps the pipeline, the bookings and the commission maths in one file, and gives every rep a statement that shows exactly how their pay was worked out.

Enter deals (up to 1,500) with owner, optional split partner and split %, deal type, amount, stage and dates. Open deals are weighted by stage probability and flagged when they pass their close date or age past 120 days. Won deals credit bookings to the quarter they closed, adjusted by a credit factor per deal type (for example renewals at 50%). For each of up to 20 reps and each quarter, the Commission sheet works out bookings, quota, attainment and commission under a four-tier marginal plan you set on Settings (floors as % of quota, a rate per tier), then compares commission earned with payouts recorded and shows the balance. Won deals cancelled inside your clawback window drop out of bookings automatically; later cancellations keep their commission. Pick a rep on the Statement sheet to print their quarterly figures and every credited deal. Pipeline Summary shows totals by stage and each rep's coverage of the quota still to close this quarter. The Dashboard has 16 headline numbers, a leaderboard and two charts.

Included: worked-example and blank workbooks (9 sheets, 21,127 formulas; the example is a fictional fleet-software team with 6 reps and 490 deals), plus a 5-page PDF guide in US Letter and A4 with a quick start, the commission maths step by step, a worked example, clawbacks and a monthly commission run checklist. Google Sheets copy: pending.

General information, not legal, tax, payroll or HR advice.