KnockDesk

sales commission tracking software

Pay the rate that was live.

Knockdesk is field sales software, and sales commission tracking software is how that desk pays the rate effective when the sale is confirmed. It takes the vendor rate on that confirmation moment, then the default organization rate if the vendor has none, and it leaves the amount empty when neither exists. The product never invents a rate.

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Field activity

Sample

Today · North ridge

  • 418 Oak AveMaya Chen · 2:14 PMAppointment
  • 22 Harbor RdJordan Hale · 2:41 PMNot home
  • 90 Pine CtAlicia Brooks · 3:05 PMCallback

The job

What confirmation does with the rate

Commission tracking software fails the Friday the sheet and the vendor file disagree. Door to door commission tracking in Knockdesk matches the file to a won deal, then pays the rate effective at confirmation. A commission tracking app that guesses a rate is not this one. The product never invents a rate.

Rep days

Sample

Best day Tuesday · 82 knocks

  • Mon
  • Tue
  • Wed
  • Thu
  • Fri

The file

How a vendor file becomes a commission

A commission tracking system only helps if the confirmation moment picks the rate, and a missing rate stays missing. The file does not invent the amount.

  1. 1Set a vendor rate with an amount, a currency that defaults to USD, and an effective-from time that defaults to now. A newer rate closes the previous open window for that vendor.
  2. 2Set a default organization rate the same way, with no vendor on the row. It is used only when that vendor has no rate effective at confirmation.
  3. 3Confirm a won deal. The vendor is required. Manual confirmation is immediate and scored 100. A file row is processed only when its status matches the confirmation value you enter.
  4. 4Match the row to a won deal. The rep column must be the CRM email, exact. Names are not matched. An email match adds 40 to confidence, and an exact address adds 50. If no won deal qualifies, Knockdesk can create one when an active closed-won outcome stage exists, and that row is scored 95. If it cannot, the row errors and no commission is written.
  5. 5Confidence under the auto-confirm threshold goes to the review queue and is not confirmed. The threshold defaults to 80.
  6. 6Dispute leaves the ledger as it is. Void, when a commission row exists, writes a reversal of that amount times negative one.

The product

Settings in the product

The rate is chosen at confirmation, from rows you already saved. These are the settings in the product. Knockdesk does not fill a blank.

These settings come from the product. No default dollar amount ships with them.
SettingIn the product
Vendor rateAmount with up to two decimals, currency USD when blank, and an effective-from time. Confirmation uses the row whose window contains that moment. A later rate does not rewrite it.
Default organization rateA rate with no vendor, using the same effective window. Used when the vendor on the sale has no rate at the confirmation moment.
No rateIf neither rate exists, the amount stays empty and no commission row is written. The product never invents a rate.
Auto-confirm thresholdDefault 80, and it can be set from 0 to 100. A match below it goes to the review queue and is not confirmed.
Rep matchThe rep column must be the user's CRM email, exact. Names are not matched. An email match adds 40 to confidence.
DisputeSets the deal to disputed and leaves the ledger unchanged. A voided sale cannot be disputed. Resolve it by confirming again or by voiding it.
Void and reversalA void stores a reason. When a commission row exists, it writes a reversal of that amount times negative one. A sale already voided cannot be voided again.

Two seats

What the manager pays and what the rep reads

An admin sets the rate and works the vendor file. A sales manager reads the ledger for the team they lead. A rep reads their own lines, including reversals.

  • Manager

    An admin sets vendor rates and the default organization rate, uploads the file, confirms, disputes, voids, and works the review queue. A sales manager can open the report and the export only for reps on teams they lead. They cannot set a rate or void a sale.

  • Rep

    A rep opens their own summary: net lifetime, gross commissions, reversals, this week, this month, and deals waiting in review. They do not set the rate, and an empty rate stays empty.

The sheet

Versus a spreadsheet

Commission management software in Knockdesk will not type a rate that was never saved. A spreadsheet will. The product never invents a rate. The table is an example, not a customer week.

Example only. The $120 is not a rate in the product. The 40, 50, 25, and 80 are the product rules.
ExampleNumberWhat Knockdesk does
Vendor rate at confirmation$120Example amount. Used because that rate's window contains the confirmation moment.
Email plus exact address9040 for the email plus 50 for the exact address. At or above the default threshold of 80, so the row confirms.
Email plus minimum address score6540 plus 25. Under 80, so the row goes to the review queue.
No vendor rate and no defaultEmptyThe product never invents a rate. No commission row is written.
Void of the example commission-$120A reversal of the commission amount. The ledger keeps the original row and adds this one.

Related

Related features

FAQ

Frequently asked questions

What does sales commission tracking software do in Knockdesk?

It pays the vendor rate whose window contains the confirmation moment. If that vendor has no rate then, it uses the default organization rate. If neither exists, the amount stays empty.

Does Knockdesk invent a rate?

No. The product never invents a rate. A missing vendor rate and a missing default leave the compensation amount empty, and no commission row is written.

How does a vendor file match?

The rep column must be the user's CRM email, exact. Names are not matched. An email match adds 40 to confidence. An exact address adds 50. A match under the auto-confirm threshold, which defaults to 80, goes to the review queue.

What does dispute do?

Dispute sets the deal to disputed and leaves the ledger unchanged. A voided sale cannot be disputed. Resolving a dispute either returns the deal to confirmed or voids it.

What does a void write?

A void stores a reason. When a commission row exists, Knockdesk writes a reversal of that amount times negative one. A sale that is already voided cannot be voided again.

Who can see the ledger?

An admin works rates, the file, disputes, voids, and the review queue. A sales manager can read the report for reps on teams they lead. A rep can read their own summary, including reversals.

Which plan includes commission tracking?

Full desk is the only Knockdesk plan. It is Full desk. A free trial is not open.

The confirmation

See the rate that applies the moment you confirm.

Bring one vendor file and the rate that should apply. Full desk is on the pricing page. A free trial is not open. The walkthrough confirms one row and leaves a missing rate empty.

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