Charlotte Business Professionals

Commission Tracking Software by Suzanne Phillips 4 Years ago Our company (25 employees) is looking for a way to better track commissions. Has anyone used a commission tracking software that they really liked? The administrator has disabled public write access. | Report to moderator   Logged   Re:Commission Tracking Software by David M. Knoble 4 Years ago What type of product / service? How is commission calculated and paid? (% sales price, all at once, partial payments?) To find a good system, we need to understand how it works 'by hand'. David M. Knoble, CPA http://www.knoblecpa.com The administrator has disabled public write access. | Report to moderator   Logged   Re:Commission Tracking Software by Suzanne Phillips 4 Years ago We want to track insurance policy commissions so there is no "standard". Each policy will have a different commission schedule and renewal date. The administrator has disabled public write access. | Report to moderator   Logged   Re:Commission Tracking Software by David M. Knoble 4 Years ago To keep your business information system the most efficient, take a look at the system you use to manage the renewal process with your customer. If you can add a sales rep to that record, and maybe a commission amount ($ or %), then you might be able to produce a custom report that gives you what you want. At the very least, you could come up with who gets commissions and when. If you use Act!, you could track customers, information about policies and there is an add-on called abacus that allows fields to calculate from other fields (http://www.actpresentation.com/abacus.shtml). It runs about $65. You could then make a custom report. Doing a quick search on the internet I found some pay programs, but they were mostly $400 and up. Otherwise, the shareware and freebies were in excel. David M. Knoble, CPA http://www.knoblecpa.com The administrator has disabled public write access. | Report to moderator   Logged