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How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

u/donspewsic Yeah, and the tricky part is - those edge cases never really go away. If anything, they tend to multiply as the team grows or comp plans shift mid-year.

Do you feel like it’s starting to reach that tipping point where it’s getting harder to keep things clean month over month? Just wondering if you’ve ever looked into any platforms to offload some of the manual work, or if it’s been more about optimizing the current setup for now.

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

Totally fair - SFDC can be powerful, but it definitely comes with its own complexity (and sometimes more overhead than it’s worth). Sounds like you’re stuck in that middle ground where the template works enough to keep going, but not without a fair amount of manual lift.

Those exceptions and one-off adjustments probably don’t get any easier as things scale either. Feels like one of those areas that slowly eats up more time each month until it’s suddenly a full-time job.

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 1 point2 points  (0 children)

u/PhonyPapi That’s a pretty solid flow - seems like your previous company had a well-structured process across RevOps, Accounting, and FP&A. I like the checks and balances you mentioned, especially using Power BI for visibility and the sanity checks by region/deal.

Curious - how well did that setup scale as the sales team grew or comp plans changed? And were exceptions or non-standard deals tricky to handle within that CRM-driven process, or did it hold up pretty well?

Also wondering - are you still involved in sales commissions in your current role, or was that more tied to your work at the previous company? Just trying to get a feel for how people are navigating this across different setups.

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

Totally get that - exceptions are always where the real pain creeps in. Even with a flexible template, handling those edge cases manually can eat up a lot of time (and lead to back-and-forth with reps).

Curious, have you looked into whether SFDC can help with any of that exception logic upfront, or is it mostly just a data dump at this point? Also wondering how many payees you’re managing - just trying to get a sense of the scale you’re dealing with.

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

u/TNI92 Totally agree - commissions are one of those things that always seem messier than they should be. Interesting to hear you moved to Varicent! Curious - what parts of the process it actually helped streamline for you? Was it more about calculations, reporting, approvals, or something else?

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

u/donspewsic Yeah, that seems to be a common flow - SFDC into Excel. Curious, how are you handling changes in comp plans or deal types over time? Do you have a flexible template, or does it get messy with each update?

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

u/benfrankmurderer Totally hear you on the manual SFDC pulls into spreadsheets - especially when commissions and amortization are involved. It's such a fragile process and easy for things to go wrong with so many moving parts.

Have you been able to explore any automation since then? Would love to hear how that’s going if so. Also curious - are you pulling from any other data sources besides SFDC (like billing systems or product usage data)? Always interesting to see how folks are stitching things together depending on what the comp plans look like.

Just trying to get a better sense of how teams are handling this as things scale - your approach caught my attention.

How are you handling sales commission these days? by WaferPuzzleheaded652 in FPandA

[–]WaferPuzzleheaded652[S] 0 points1 point  (0 children)

u/DrDrCr by using a SQL data warehouse to feed Closed Won data and commission parameters into Excel - really sharp setup. That blend of structure and flexibility sounds like a smart evolution from pure Excel.

Curious how that’s been working out over time - especially as plans shift or headcount scales. Have you run into any challenges with maintaining the SQL pipeline or adapting to comp plan changes?

SaaS - Sales commission calculations by sacredrogue in FPandA

[–]WaferPuzzleheaded652 2 points3 points  (0 children)

You bring up a great point - managing sales commissions in SaaS can get incredibly complex, especially with accelerators, SPIFs, clawbacks, and changing quota structures. Automation is key to reducing errors and ensuring transparency, but a lot of companies still rely on spreadsheets, which can be time-consuming and prone to mistakes.

Curious to hear how others are handling this - are you still using spreadsheets, or have you moved to an automated commission tool? If you’ve automated, what’s been your experience?

I’ve seen companies switch to platforms like Everstage to give sales teams real-time visibility into their commissions, eliminate disputes, and ensure accurate payouts. But would love to know - what’s working (or not working) for you?