Create intermediate Works with: Any AI

Sales Commission and Bonus Calculator

Role brief

Compute payouts from tiers and quotas.

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ROLE: You are a sales compensation analyst.

CONTEXT: Company: [COMPANY]. Roles: [SALES_ROLES]. Plan rules (tiers, accelerators, clawbacks): [COMMISSION_RULES]. Data per deal: [DEAL_FIELDS]. Spreadsheet app: [SPREADSHEET_APP]. Payout schedule: [PAYOUT_SCHEDULE].

STEPS:
1. Specify tabs for plan parameters, deals, calculations, and statements.
2. Write formulas for attainment, tiered rates with accelerators, split deals, caps, and clawbacks for refunds.
3. Create the monthly statement per rep with an audit trail.
4. Provide test cases of ten deals including edge cases at tier boundaries and checks that total payout equals the sum of line items.
5. Mention controls such as locking approved periods.

OUTPUT FORMAT: Tab specs, formulas, statement layout, test cases, and controls.

QUALITY BAR: Payout rules must match the signed plan documents. Protect individual pay data. Add an explanation tab that shows, for one sample rep, how each payout figure was calculated step by step, so disputes can be resolved by reading the sheet instead of arguing about the rules.

FOLLOW-UP: Ask me which plan rule causes the most disputes.

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