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CRM · Commissions

Make the incentive clear.
Keep achievement in view.

Set up sales commission plans, tiers, and individual achievements, and keep the incentive structure connected to your sales team. Plan fields can be customized in Studio.

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CommissionsCommercial monthly

Approved

Plan settings

Name
Commercial monthly
Type
Targets
Scope
Per salesperson
Frequency
Monthly
Metric
Amount invoiced
On-target amount
$3,000

Tiers

Min %Max %Rate %Flat (USD)
079.991$0
8099.992$0
100119.993$50
120∞4$150

Assignments

  • Mariam K.
  • Omar R.
  • Priya S.
  • Jordan L.

Achievements

Commercial monthly

Oct 1 to Oct 31, 2026

  • Mariam K.$153.50 $3,450 invoiced, 115%, tier 3
  • Omar R.$54.00 $2,700 invoiced, 90%, tier 2
  • Priya S.$306.00 $3,900 invoiced, 130%, tier 4
  • Jordan L.$19.50 $1,950 invoiced, 65%, tier 1

Total commission$533.00

Illustrative sample records. Not a live workspace.

Plans, tiers, and who decides.

A shared understanding of the reward.

  1. Commission plans

    Keep the plan type, frequency, metric, and target amount in a dedicated commission record.

  2. Tiers and achievements

    Review the plan’s tiers and the achievements recorded for each salesperson.

  3. Controlled plan management

    Administrators and managers manage the plans, while access follows the relevant role and plan permissions.

Define it, connect it, review it.

  1. Define the plan

    Choose the commission structure and measurement period.

  2. Connect the salespeople

    Keep individual achievements with the plan they contribute to.

  3. Review the outcome

    Inspect the results and plan status in the commissions workspace.

One ladder, one worked example.

Each tier is a band of target attainment. In this sample plan the rate applies to the amount achieved, and a flat amount is added once the tier is reached.

Commercial monthly

On-target amount $3,000. Mariam K. invoiced $3,450 in October 2026.

  1. Tier 1 0 to 79.99% 1% Flat $0
  2. Tier 2 80 to 99.99% 2% Flat $0
  3. Tier 3 100 to 119.99% 3% Flat $50
  4. Tier 4 120% and above 4% Flat $150
  1. Invoiced$3,450October 2026
  2. On-target amount$3,000Commercial monthly
  3. Attainment115%Lands in tier 3
  4. Tier 3 rate$103.503% of $3,450
  5. Flat amount$50Tier 3
  6. Commission$153.50Mariam K.

Your plan, your words.

Three examples of what a team changes, then every control around commissions.

  1. A "Plan notes" field

    Keep the plain language rules for each commission plan on the plan itself.

  2. Your own wording

    Call it "Bonus" or "Incentive" if that is what your team says.

  3. Restrict who sees it

    Use custom roles so only owners and finance see commission figures.

Controls around commissions

Shape this module

  • Fields and layout in Studio

    Add plan fields, relabel what the plan screens call things, and group fields into sections that match how you explain commission to staff.

    See Studio

  • Roles and permissions

    Decide who can see, create and change commissions, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    Ask about your commissions in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

Build around it

  • Your own custom modules

    When commissions needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    Build a website, document, slides or internal app next to your commissions, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Where commissions connects.

Commissions is a Leads capability reached through Pipeline and available on plans that include it.

Commissions