Hi Julia!
We are still using Excel to calculate commissions. The Finance team reviews them for accuracy and then we send each commission report to the individual and all reports to the CEO. The gross profit reports are sent to the individuals, CEO, and each person's manager.
Although a commission portal would probably be valuable for scalability and time saved, I do appreciate the flexibility of Excel.
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Andrea Brekus CSP CPP
Finance Manager
ROLINC STAFFING, LLC
Englewood CO
(303) 781-0055
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Original Message:
Sent: 02-01-2023 23:46
From: Kevin Nguyen
Subject: Commission Portal vs Excel
Hello Julian, we work with a company that helps us with commission allocation/calculation.
Let me know if you want to be connected to them, they might be able to help you out.
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Kevin Nguyen
Program Manager
Amtec Inc.
Original Message:
Sent: 02-01-2023 12:02
From: Julia San Martin
Subject: Commission Portal vs Excel
Hello all,
I am curious how do you deal with commissions in your company.
I am interested if you are using excel to calculate & present commissions or do you use a commission portal?
If commission portal is used, which portal do you use and what is your feedback? What were the main reasons that made you switch to a commission portal?
If you are using excel, do you send commission amounts to approve to each individual consultant or just top managers in a summary format?
Thank you, your input is much appreciated.
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Julia San Martin
Finance Manager
LHI Group
FL
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