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Viewing Estimated Sales Commissions

How DSRs can track earnings live and understand commission impact while selling

Anoushka Harnal avatar
Written by Anoushka Harnal
Updated over a week ago

Overview

Estimated commissions show a real time projection of commission earnings based on the gross profit of orders. They are designed to give visibility into earning impact as orders are being placed , rather than only at the end of the month. These numbers are estimates and may change as orders change.

Estimated commissions are available in two main areas of the app.

  1. For You page
    This view shows a running estimated commission total for the current month and a comparison to the previous month.

  2. Order creation and editing
    This view shows the estimated commission impact for the specific order being built or edited.

Benefits of Commission Visibility

Estimated commissions help connect daily selling activity to earnings. This creates clarity, motivation, and better decision making throughout the sales process.

Key benefits include:

  • Clear earning visibility
    Sales reps can understand how current activity contributes to commission without waiting for monthly reports.

  • Stronger motivation and focus
    Seeing commission update as orders are built encourages higher engagement and helps reinforce behaviours that drive better results.

  • Better margin awareness
    Seeing commission tied to gross profit helps highlight which orders and items support healthier margins.

  • Smarter tradeoffs
    When pricing or product decisions come up, estimated commissions provide context on the financial impact of those choices.

  • Fewer surprises at month end
    Issues like low margin orders can be identified earlier, reducing unexpected outcomes later.

How to View Estimated Commissions

Step 1: Enable Sales Rep Mode

  • Sales rep mode is controlled by the lightning bolt icon at the top of the screen. When the lightning bolt is on, internal metrics like gross profit and estimated commissions are visible

  • When the lightning bolt is off, these metrics are hidden, which is helpful during customer facing conversations.

Viewing Estimated Commissions over a Period of Time

Step 2: Navigate to the For You page

  • On the For You page, scroll down to locate the estimated commission section

    Click the icon in the top right corner to open the For You page.

  • Review the current estimate and any comparison to the prior month

Common use cases for this view include

  • Daily or weekly progress checks, helping identify where to focus next.

  • Reviewing momentum after placing multiple orders

  • Tracking changes over time to spot trends

Viewing Estimated Commissions during Order Creation

Step 3: Open an existing order or start a new order. View the estimated commissions at the bottom of the screen and watch the estimate update as gross profit changes.

Common use cases for this view include

  • Comparing different product options

  • Spotting opportunities to upsell higher margin items

  • Understanding the effect of discounts, substitutions, or price overrides

  • Adjusting quantities to balance customer value and margin

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