In this article we will go over how to figure out how much commission a sales rep has earned. Please note the commission must be assigned to the sales rep when adding them as an employee.
1 - Click on the More tab - the Reports tab - and then the Sales Report tab.
2 - Next click on the Sales Commission Report link.
3 - Next choose the Date Range for your look up.
4 - Then choose Assigned Rep is or Account Created By.
5 - Then choose the Sales Rep you want to view
6 - Then click on Generate Report tab.
7 - The report will download as a CSV file. Note you can Email the report by using the Click Here link.
8 - Once you click on the CSV file the report will open.
9 - Clients not assigned to a sales rep will fall under the No One (Default User) sales rep. Other Sales Rep names will be listed.
You have now learned how to look up the commission for a sales rep in your company.