Partner Commissions
Discrepancy Handling and Clawbacks
Transactions can change even after commissions have been generated. Without a mechanism to account for these changes, partner commissions may no longer reflect the final transaction outcome. A customer may purchase additional products, request ...
Reviewing and Approving Commissions
Commission approvals ensure that calculated commissions are validated before payout. This step helps maintain accuracy, enforce internal controls, and prevent incorrect or premature payouts. Once commissions are generated, they must go through an ...
Commission Triggers and Record Selection
Commission triggers and record selection define when commissions are calculated and which records are eligible. They work together to ensure that commissions are calculated at the right time and only for relevant transactions. Commission triggers ...
Quota-Based Commissions
Quota-based commissions reward partners based on their progress toward a predefined target, or quota, within a specified period. Unlike transaction-based commissions, which reward individual transactions, quota-based commissions evaluate a partner's ...
Line Item vs Total Amount
Partner Commissions supports two calculation methods for determining commissionable value: Line item Total amount The calculation method determines whether commissions are calculated using individual products and services within a transaction or the ...
Structures in Partner Commissions
Commission structures define how partner earnings are calculated in a commission plan. They determine the rate, method, and logic used to compute commissions based on transactions or quota attainment. Choosing the right structure helps align partner ...
Configure Partner Commissions
Partner Commissions are configured through commission plans. A commission plan defines the rules that determine when partners become eligible for commissions, how earnings are calculated, who can receive payouts, and how commission approvals are ...
Understanding Partner Commissions
Partner Programs form the backbone of how organizations work with their partners in Zoho PRM. They define the rules of engagement between your business and its partners, setting clear expectations on what partners need to do and what they receive in ...