How to set up Commission Rates and Track them for your Users

Entering a Commission Rate for a User

Set Up Commissions by Physician and User

Pull the Commission Report

Entering a Commission Rate for a User

1. Click on the user you’d like to enter a commission for (must be a sales user).

2. Enter the commission rate for that user. 

3. Click Save. 

The commissions will then be able to be pulled using the sales reports. The commission will be run off of the sales recorded on the sales order for an event. 

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You can also set up Commissions for each user depending on which Physician they have assigned to them.

1. Navigate to a User’s detail screen in the console.

2. Assign a Physician at the bottom of the screen

3. Click “Edit”

4. Enter the commission rate for that User/Physician

5. Click “Save”

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Then, Pull your Sales Report

1. Navigate to the Console → Reports section as an Admin user

2. Under custom reports select your report criteria.

   1. Enter the start and end dates of the period you want to pull data for

   2. Select certain users, or make no selection if you’d like to pull data for all users

3. If you wish, select an Event status

4. Click Run and when the button turns purple, download the report

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