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How to track Revenue and Commission
How to track Revenue and Commission

In this article, we’ll be reviewing the Lead, Payment, and Partner fields and how they are related.

Updated over a week ago

Lead

Leads have quite a bit of data on them, as you'd expect. Some are derived from your CRM (if applicable) and some are automatically calculated.

  • Close Value

    • This value is editable until you connect your Lead to a CRM. From that point forward, the Close Value will be synced back from the CRM and be on the Lead entirely for reference.

  1. This value is not used for any calculations - i.e. commissions are never paid out based on Close Value.

  • Total Revenue

    • This value is a sum of all the Payments' Revenue values in the Lead's Transaction Log. Those Payments are either manually entered or our Payment Scheduler is used to queue them up, with our Accounting integration.

  • Total Commission

    • This value is a sum of all the Payments' Amounts in the Lead's Transaction Log. It basically is a grand total of the total amount paid out to your Partner for submitting this lead.

Payment

As Leads generate revenue, Partners receive commissions for all the revenue generated by those Leads. Payments are individual entries in the Lead's Transaction Log.

  • Total Revenue

    • This is the total revenue that was used as the basis for this payment.

    • This can either be manually entered or will be calculated from the Accounting integration within Payment's Start Date and End Date.

  • Commission Percent

    • The percentage (from 0-100) of the Total Revenue that was or will be paid out via the Amount property.

  • Amount

    • This is the amount of money that was ultimately paid out to the Partner.

    • This is a calculated value from the Total Revenue and the Commission Percentage.

Partner

  • Total Revenue

    • This is a grand total of the Total Revenue for all Leads submitted by this partner for all time.

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