The Commissions report shows each salesperson's attributed revenue by revenue type, the commission earned on it, and their progress toward goal for the selected period — including a company-wide total tracked against your company goal.
Where to Find It
Reports → Financial Reports → Commissions
Commission settings live under Reports → Report Settings → Commissions, or via the Commission Settings link on the report page. The report and its settings are controlled by separate permissions, so you decide who can view results and who can change rates and goals. Only users granted the Commissions permission see the report at all — what each of them sees inside it is then governed by the Own Only setting described in Who Sees What below.
Setting It Up
Before running the report for the first time, configure three things in Commission Settings under Settings -> Reports -> Commissions section:
Salespeople — toggle on each user who earns commission. Only active users appear in the list. Flagged salespeople show up in the report; if you later unflag someone, their rows are hidden from the report, including past periods. Each row also carries an Own Only toggle that controls how much of the report that person can see — see Who Sees What below.
Commission Structure — choose how revenue is attributed and how commission is calculated:
Attribute Commissions By — credit each transaction to its Sales Person or to its Managed By user, whichever matches how your team works.
Commission Basis — Booked revenue applies rates to transaction totals. Collected payments applies rates to the payments actually received during the date range you run, and switches the whole report to payment dates: the Date Range For options (Creation, Start, Event Date) no longer apply and are not shown. Each payment counts toward the transaction it was applied to in proportion to the invoice it paid, so a half-paid invoice contributes half of that transaction's revenue, a payment received outside your date range doesn't count at all, and quotes, unpaid transactions and transactions without an invoice contribute nothing.
Deduct Discounts — off by default. When on, transaction and coupon discounts are subtracted from attributed revenue before commission rates are applied, so commission is paid on what the customer was actually charged. The discount is spread across the revenue types in proportion to their share of the transaction, which means the revenue types still add up to the transaction total less the discount.
Rates — set a default percentage per revenue type: Rental Subtotal, Sale Subtotal, Service Subtotal, Delivery Fee, and Fee Amount. Set a type to 0 to exclude it. You can also override any rate per salesperson — blank cells inherit the company default.
Goals — pick a goal period (Monthly, Quarterly, or Yearly), set a Company Goal, and optionally an individual goal per salesperson. Goals scale automatically to the date range you run: a $40,000 monthly goal over a two-month range becomes an $80,000 target.
Different Goal Per Period — for seasonal businesses, where the same figure every month or quarter doesn't reflect how the year actually runs. Switch it on (it appears for Monthly and Quarterly goal periods; Yearly has no seasonal form) and enter a value for each month, Jan through Dec, or each quarter, Q1 through Q4. The company gets its own set, and each salesperson gets theirs via the Periods button in the By Period column of the Salespeople table.
The values repeat every year, so you set them once — "March" means March of whichever year you're reporting on. The report adds up the periods your date range covers and pro-rates partial ones: a January–March range sums the January, February and March values, while April 1–15 counts half of April's. Leave a period blank to treat it as no goal for that period; leave every period blank for a salesperson and they fall back to the single goal above.
What This Report Shows
One row per salesperson with revenue by type (Rental, Sale, and Service Subtotals, Delivery Fee, Fee Amount), total Attributed Revenue, and the Commission earned per your rates
Goal and Progress — a progress bar with a pace marker showing where each salesperson should be by today if revenue accrued evenly across the period
Status — Exceeded (at or above 100% of goal), On track (at or ahead of pace), Behind (under pace), At risk (well under pace), or No goal
Company Total — a bottom row summing all salespeople, tracked against your company goal
The legend above the table shows the measurement date and how much of the period has elapsed — that percentage is exactly where the dark pace marker sits on every progress bar.
Who Sees What
Each salesperson has an Own Only toggle in the Salespeople table of Commission Settings, and it is on by default.
Own Only on — that person's Commissions report shows only their own numbers: no other salespeople, no Company Total, no company goal, no salesperson filter, and they can open only their own individual report.
Own Only off — that person sees the full company view: every flagged salesperson, the Company Total and the company goal. Untick it for a sales manager or team lead who needs to review the whole team.
Own Only affects the Commissions report only. It does not change which transactions someone can see or work on elsewhere in Rentopian, so your salespeople can still cover for each other on orders while their commission numbers stay private.
Two things worth knowing:
Because Own Only defaults to on, salespeople who previously saw the whole team's results are limited to their own after this update. Untick the toggle for anyone who should keep the company-wide view.
Users with the Restrict on Managed By permission are limited to their own numbers either way — that permission restricts the report regardless of the Own Only toggle, and it also limits the transactions they can see across Rentopian.
Individual Salesperson Report
Click the eye icon on any row to open that salesperson's individual report: attributed revenue, commission earned, goal attainment, pace (ahead or behind and by how much), a commission breakdown by revenue type, and the full list of contributing transactions with links to each one. Each salesperson's report reflects their own rates and goal, including any overrides. On the Collected payments basis the transaction list also shows a Collected On date — the latest payment counted for that transaction inside your date range.
Filters You Can Apply
Date range — the period you want to review. On the Booked revenue basis this matches transactions; on the Collected payments basis it matches payment dates.
Date Range For — match transactions by their Creation Date, Start Date, or Event Date. This appears on the Booked revenue basis only; on Collected payments the report always runs by payment date and the option is hidden.
Transaction Type — Quotes, Orders, or both
Transaction Status — Created, Rented Out, Returned, Cancelled, or Delinquent
Sales Person / Managed By — limit the report to specific salespeople. Hidden for anyone restricted to their own numbers.
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note how this report behaves:
Deleted transactions and templates are always excluded.
Only flagged salespeople appear. If no one is flagged yet, the report shows a notice pointing you to Commission Settings.
With the Collected payments basis, only payments received inside your date range count. Quotes, unpaid transactions and transactions without an invoice contribute $0, partially paid invoices count proportionally, and refunds are not deducted.
Salespeople with Own Only, and users with the "Restrict on Managed By" permission, see only their own results — the salesperson filter, Company Total row, and company goal are hidden from them, and they cannot open another salesperson's individual report.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Commissions report, contact us at [email protected].