Note: This extension is supported only for the Deals module of Zoho CRM.

Installing the extension

1. Navigate to Setup > Marketplace > All.
   
2. Under All Extensions, browse for and click Commission Management.
   Details about the extension will be displayed.
3. Click Install.
   
4. Agree to the Terms of Service and click Install.
   
5. On the following page, agree to the Terms of Service and click Continue to Install.
   
6. Under Choose Users/ Profiles, choose one of the following installation options:
   
1. Install for admin only: The extension will only be installed for users with the Administrator profile.
   
2. Install for all users: The extension will be installed for all users.
   
3. Choose profiles: The extension will only be installed in CRM for users with the selected profiles. If this option is selected, click Continue, then select the required profiles.
   
7. Click Confirm.
   
   The extension will be installed automatically for the specified users.

Setting up commission plans

Plan types

1. On the Commission Management - Settings page, click the New Commission button.
   The Commission Plan Settings page will open.
   
2. Enter a Plan Name.
   
3. Select a Plan Type (see table above).
   
4. The Commission Frequency is set to Monthly by default.
   This value cannot be altered.
5. Enter the value for the selected plan type (for example, a number of units for Product Units, a deal count threshold for Deal Count, or an age threshold for Deal Age), along with its corresponding commission percentage (%).
   
6. Under User Info, assign the plan to the relevant salesperson.
   
7. Click Save as Draft (to finish later) or Confirm (to save the plan as-is).
   

Managing plan status

1. Draft – The plan is saved but not yet used for commission calculation.
   
2. Active – The plan is live and used to calculate commission.
   
3. Archived - The plan is no longer used for commission calculation, but remains stored for reference.
   

Saving a plan as a draft

1. Commission values are under review
   
2. User assignments aren't finalized yet
   
3. You want to verify the plan before it goes live
   

Activating a plan

1. Go to the Drafts category.
   
2. Open the plan you want to activate.
   
3. Review and, if needed, edit the plan details.
   
4. Click Activate.
   

Archiving a plan

1. Go to the Active Plans category.
   
2. Click the Actions menu (⋮) next to the plan you want to change.
   
3. Choose one of the following:
   
1. Edit Plan – Update the plan's details while it stays Active.
   
2. Archive Plan – Stop using the plan for commission calculation. The plan moves to Archived and is no longer applied to deals, but its records remain available for reference.
   
3. Delete Plan – Permanently remove the plan.
   

      

Viewing and tracking plans

1. My Plans – Shows consolidated commission plan data across admin users, rather than data specific to the individually logged-in user.
   
2. Active Plans – Shows plans that are currently live and used for commission calculation.
   
3. Drafts – Shows plans that are saved but not yet activated, so administrators can continue editing, review pending plans, or prepare plans in advance.
   
4. Archived – Shows plans that were previously active but have since been archived.
   

      

Retrieving commission information

1. Open the relevant deal in the Deals module.
   
2. Confirm the deal owner is correctly mapped to the intended salesperson.
   
3. Confirm the deal stage has changed to Closed Won.
   
4. Under Deal Information, check that the commission fields have been populated:
   
1. For Deal Age plans, the commission amount updates automatically once the deal closes.
   
2. For Product Units and Deal Count plans, the commission amount updates automatically once the conditions in the Plan Types table are met.
   

1. Total commission earned
   
2. Total number of deals closed
   
3. Monthly commission breakdown
   
4. Salesperson details
   

Note: If a deal is deleted, its commission amount and deal count remain in the Commission Info module as they were; deleting a deal does not remove or update its historical commission record. Commission figures are recalculated only when a deal is edited or when a new deal is created.

Reports and dashboards

Standard reports

1. Commission earned by each salesperson
   
2. Commission details by deal
   
3. Monthly commission totals
   
4. Active commission plans
   
5. Draft commission plans
   
6. User-specific plan assignments
   

Creating a custom report

1. Go to the Reports module.
   
2. Click Create Report.
   
3. Select the module to report on: Commission Info, Commission Settings, or Deals.
   
4. Select the report type.
   
5. Add the columns you need.
   
6. Add filters, if required.
   
7. Save the report.
   

Creating a custom dashboard

1. Go to the Analytics tab.
   
2. Click Create Dashboard.
   
3. Enter a dashboard name and, optionally, a description.
   
4. Choose a sharing option.
   
5. Add dashboard components based on your commission reports.
   
6. Save the dashboard.
   

1. Total commission earned this month
   
2. Commission by salesperson
   
3. Commission by plan type
   
4. Active plans by user
   
5. Draft plans pending review
   
6. Top commission earners
   
7. Users without active plans
   

Note: Dashboard data respects each user's module permissions, field permissions, and record access. This means two users may see different data on the same dashboard.

Uninstalling the extension

1. Navigate to  > Marketplace > All.
   All the installed extensions are listed under All Extensions.
2. Browse for "Commission Management", and click Uninstall.
   
3. Click OK to confirm and uninstall the extension.