How Can I Track Commissions With Profit Tracker?

Learn how to use the Commissions feature in the JobNimbus Profit Tracker.

On This Page

• Setting Default Commissions
• Using Commissions

Within the JobNimbus Profit Tracker, you can track commissions for your sales reps using the Commissions feature. 

Setting Default Commissions

To set default Commissions, click on your profile picture or initials in the top right corner. 

Then, select the Financials tab, and select the Commissions option.

If you have not yet set up a default Commission, you will see this screen. Click on the Build Your Commission Structure button.

Here, you can:

1. Assign the Commission to the Job or Contact Salesperson or leave it unassigned.
2. Add a Description to clarify the role of the person you want to assign the Commission.
3. Select a Commission Type. You can choose between Planned Revenue, Planned Profit, or Flat Fee.
4. Enter a Commission Rate.
5. Remove a Default Commission.
6. Add an additional Commission.
7. Save your Default Commission settings.

Using Commissions 

Within the Profit Tracker, click on the Commissions button on the top of the page.

Here, your Default Commission settings will auto-populate with the assigned Sales Rep or as Unassigned (depending on what you chose in the Default Commissions section). You can also add an additional Commission by clicking the Add Commission button.

When adding a commission, you can add the user you want to pay the commission to, their role, the type of commission you want to pay them, as well as the percentage rate and dollar amount total.

To add a payout, select the down arrow to the right of the desired commission. Then, select Add Payout.

In the resulting dropdown, you can update the payout status, enter the payout date and description, and add the payout amount.

Once you have added the payout for the salesperson, you can click the blue View More button  at the top of the page to see the calculated totals with your commissions included.

When adding payouts, amounts that have not yet been paid will affect the Planned Cost and Planned Profit metrics in your Metrics sidebar. Payouts that have been marked as paid will affect the Actual Cost and Actual Profit metrics.