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Close a commission period with confidence: clear blockers, reconcile totals, and export a final view for payroll/finance.

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When to use this

  • You’re closing a month/quarter and need a repeatable checklist.
  • You need to confirm the system is “ready” before you export results.
  • You’re responding to questions like “are we done?” or “why did this change?”

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Preconditions

  • You have commission manage access.
  • Integrations are connected and recent syncs are healthy (or you’ve decided to close on a snapshot).
  • Plans and assignments for the period are correct (and any planned changes are approved).

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Close checklist (Sales Ops admin)

  • Pick a specific period and keep it consistent across all checks.
  • Run a final sync (if required by your process), then confirm completion in Settings → Integrations → Logs and Notifications.
  • Open Commission Status and clear exceptions:
    • Waiting (missing gate evidence / missing required inputs)
    • Failed (data/logic issues that prevent calculation)
    • Frozen (state/permissions preventing edits)
  • Spot-check a small set of known records:
    • 3–5 deals across your most common plans (use Deal Calculation Transparency)
    • 2–3 reps with high volume or atypical payouts
  • Reconcile manager reports:
    • Report by Sales Rep for rep-level totals
    • Report by Currency if you operate in multiple currencies
  • Export your close outputs and capture the evidence you’ll need for follow-ups (exports + a short notes trail).

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How to verify you’re ready to close

  • Commission Status shows no unexpected Waiting/Failed blockers for the period.
  • Spot-check deals match the contract/CRM context (plan selection, anchor date, gates, effective inputs).
  • Report totals reconcile to what you expect for the close window (and don’t change unexpectedly after the final recalculation).

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What to capture (so follow-ups are fast)

  • The period you closed and the export timestamp.
  • Links (or IDs) for a few representative deals you spot-checked.
  • Any known exceptions and the decision (and why) in the deal discussion thread.

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Common issues

  • Totals keep moving: a sync/recalc is still running, or a plan/assignment was updated after your export. Check Notifications and Integrations → Logs, then re-run reconciliation.
  • Many deals are Waiting: pick the most common missing field/gate first, fix upstream mapping once, then re-run recalculation to validate the fix.
  • Currency/report mismatches: confirm FX availability and which currency the report is using (org currency vs native currency).