Reports & Exports

Available Reports

Navigate to Reports to access the following:

Commission Summary

A period-by-period breakdown of commissions by rep, team, or plan. Includes:

• Total commissions earned
• Quota attainment percentages
• Accelerator tier breakdowns
• SPIFF earnings (listed separately)

Deal Report

A detailed list of all deals with:

• Deal name, amount, type, and close date
• Assigned rep and plan
• Commission calculation details
• Current status

Payout Report

Designed for payroll processing:

• Grouped by rep
• Total commissions due for the selected period
• Broken down by base commission, accelerators, and SPIFFs
• Export-ready for your payroll system

Team Performance

Aggregated metrics across your sales team:

• Average quota attainment
• Top performers
• Revenue by deal type
• Trends over time

Exporting Data

All reports can be exported:

• Navigate to the report you want
• Apply any filters (date range, team, rep, plan)
• Click "Export CSV" or "Export Excel"
• The file downloads immediately

Scheduled Exports

Tips for Finance Teams

• Run the Payout Report at the end of each period for payroll
• Use the Commission Summary for budget forecasting
• Cross-reference with the Audit Log for any adjustments made during the period
• Export deal-level data for revenue recognition and ASC 606 compliance