Reports & Exports
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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
Info: Scheduled/automated exports are on our roadmap. For now, exports are manual.
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
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