Commissions

Commissions rewards your sales team automatically — define targets and rules, and XO calculates earnings from actual sales, ready to approve and pay through payroll.

Sales targets

1. Go to XO Sales → Commissions → Targets.
2. Set targets per rep, team, product, or period.
3. Track actual vs target as sales post.

Commission rules

1. Open Commissions → Rules → New.
2. Choose the basis — % of sales, tiered rates, or per-unit.
3. Scope the rule to products, categories, or clients and to a rep/team.
4. Set thresholds (e.g. commission only above target).

Sales periods

1. Define sales periods (monthly/quarterly).
2. At period end, XO computes each rep’s commission from posted sales and the rules.
3. Review the period; approve or reject (with a note) before payout.
4. Approved commissions flow to Payroll as a pay line.

📷 Screenshot: a sales period summary with per-rep commission and approve/reject.

Best practices

• Keep rules simple and tiered so reps can self-calculate and trust the number.
• Close sales periods on a fixed cadence aligned to payroll cut-off.
• Reconcile returns/credit notes so commission isn’t paid on reversed sales.

Troubleshooting

• Commission seems high. Check whether returns/credit notes are deducted in the rule.
• Rep missing from a period. Confirm sales are attributed to the rep and the rule covers them.

Related guides

• CRM
• Payroll
• Analytics — Reports