Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
commission reconciliation
Match the file to the confirmation moment
Commission reconciliation is matching a vendor file to won deals by CRM email and address, then paying the rate that was live at confirmation, as the sales commission structure guide sets out. Knockdesk is field sales software that reads a CSV or Excel upload and never invents a rate.
Book a Walkthrough| Example row | Math you can recompute | What happens |
|---|---|---|
| Email plus exact address | 40 + 50 = 90 | Confirms at the default threshold of 80 |
| Email plus minimum address | 40 + 25 = 65 | Goes to the review queue |
| Name in the rep column | No email match | Names are not matched. The row does not assign |
| Status is not the value you picked | Row skipped | A row is processed only when status matches |
| No vendor rate and no default | Empty | No commission row is written |
| Void of a $120 example | 120 × -1 = -120 | Writes a reversal. The original row stays |
1
Sales commission structureThe pillar this how-to sits under: the rate, the match, and the empty amount.
2
Field sales guides hubThe index this page opens from, with the calculate and chargeback how-tos beside it.
- 1Save the vendor rate and the default organization rate before the file lands. A missing rate stays empty.
- 2Upload the CSV or Excel file. Only the first sheet is processed. This is a file in, not a live sync.
- 3Map the rep column to the CRM email, exact. Names are not matched. Map status, then either the full address line or street, city, state, and ZIP.
- 4Pick the status that means a confirmed sale, select the vendor, and process against won deals.
- 5Read confirmed, review queued, unmatched, error, and duplicate. How to reconcile commissions on a rebuilt Friday column is how you invent a rate.
The columns
The file only pays what you already saved
You feel it when the vendor workbook and the desk disagree on Friday. How to reconcile commissions is not a paste into a new column. The rep column must be the CRM email. An email match adds 40. An exact address adds 50. 40 plus 50 is 90, which meets the default auto-confirm threshold of 80. 40 plus 25 is 65, which waits in review.
The email
Map Rep email to the user's CRM email, exact. A display name will not assign the row.
The address
Map the full address line, or street, city, state, and ZIP. Do not map both styles.
The threshold
It defaults to 80 and can be 0 to 100. A match below it goes to the review queue and is not confirmed.
The misses
Mistakes that miss the file
The expensive miss is rebuilding Friday in a third sheet so the dollars match by force. If no won deal qualifies, a won deal can be created only when an active closed-won outcome stage exists. If it cannot, the row errors and no commission is written. A missing rate stays empty.
| Mistake | What you think you got | What the file holds |
|---|---|---|
| Paste a new Friday column | A match | A rate nobody saved |
| Map a display name | An assigned rep | Names are not matched |
| Map full address and street through ZIP | More location | Do not map both styles |
| Skip the confirmation value | Every row pays | Only the status you pick is processed |
| Treat review as confirmed | A faster Friday | A score under 80 is not confirmed |
Doing it in Knockdesk
Upload the file. Leave a blank empty.
On Knockdesk an admin opens Reconciliation, enables CSV upload, and processes a.csv,.xls, or.xlsx file up to 10MB. There is no live sync. The sample deal, Oak Ave install at $4,200, won and pending review, is a fixture, not a customer payout. Full desk is on the pricing page. A free trial is not open.
Deal
Sample
Related
Keep going from the file
- Sales commission structure
The pillar this how-to sits under: the window the file has to hit.
- Commission tracking on the desk
The product page for the vendor file, the match, and the ledger.
- Sales commission calculator
Recompute the example dollars before you process the sheet.
- Calculate the paid amount
Worked dollars for the rate the file should hit.
- Handle the reversal
When the file says the sale should not pay, void writes a reversal.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
One Knockdesk plan: Full desk.
FAQ
Frequently asked questions
What is commission reconciliation?
Commission reconciliation is matching a vendor file to won deals by CRM email and address, then paying the rate that was live at confirmation. A missing rate stays empty.
How to reconcile commissions without inventing a dollar?
How to reconcile commissions is to upload the file, map the CRM email, pick the confirmation value, and leave a missing rate empty. Do not paste a new Friday column.
Why is 40 plus 50 equal to 90?
An email match adds 40. An exact address adds 50. 40 plus 50 is 90, which meets the default auto-confirm threshold of 80. 40 plus 25 is 65, which goes to the review queue.
What file can I upload?
A.csv,.xls, or.xlsx file up to 10MB. Only the first sheet is processed. This is a file in, not a live sync.
What if no won deal matches the row?
A won deal can be created when an active closed-won outcome stage exists. If it cannot, the row errors and no commission is written.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open. Book a walkthrough and bring the vendor sheet from this week.
The file
Bring the vendor sheet from this week.
We will map the CRM email, pick the confirmation value, and leave a missing rate empty. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough