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Excel Skills
Skills || Sales
Sales Commission
Commission Template
Template
About
About this
this template
template
This
This template
template enables
enables users
users to
to calculate
calculate sales
sales commission
commission for
for up
up to
to 55 levels
levels of
of sales
sales agents.
agents. Simply
Simply create
create aa unique
unique ag
ag
specify
the
appropriate
commission
percentages,
copy
&
paste
the
appropriate
sales
data
into
the
template,
specify the appropriate commission percentages, copy & paste the appropriate sales data into the template, link
link each
each
code
code and
and all
all the
the commission
commission amounts
amounts are
are automatically
automatically calculated.
calculated. The
The template
template also
also includes
includes aa unique
unique commission
commission re
re
any
any user
user defined
defined date
date range.
range.
About
About our
our unique
unique templates
templates
Our
Our unique,
unique, practical
practical templates
templates produce
produce results
results that
that are
are more
more comparable
comparable to
to software
software solutions
solutions than
than regular
regular Excel
Excel tem
te
only
only contain
contain limited
limited functionality
functionality but
but our
our templates
templates produce
produce complex
complex automated
automated reports
reports based
based on
on limited
limited user
user input.
input. Y
Excel
Excel skills
skills in
in order
order to
to use
use our
our templates
templates -- all
all our
our templates
templates only
only require
require basic
basic user
user input
input and
and include
include comprehensive
comprehensive ste
ste
About
this
sample
file
About this sample file
This
This Excel
Excel document
document isis only
only aa sample
sample of
of the
the sales
sales commission
commission template.
template. Weve
Weve created
created this
this sample
sample to
to enable
enable cust
cus
features
features of
of this
this template.
template. You
You will
will therefore
therefore not
not be
be able
able to
to use
use this
this version
version of
of the
the template
template -- the
the full
full version
version of
of the
the tem
tem
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enable editing & click here
es
es agents.
agents. Simply
Simply create
create aa unique
unique agent
agent code
code for
for each
each sales
sales agent,
agent,
les
data
into
the
template,
link
each
sales
transaction
ales data into the template, link each sales transaction to
to an
an agent
agent
lso includes
also
includes aa unique
unique commission
commission report
report which
which can
can be
be compiled
compiled for
for
ware
ware solutions
solutions than
than regular
regular Excel
Excel templates.
templates. Most
Most Excel
Excel templates
templates
eports
eports based
based on
on limited
limited user
user input.
input. You
You also
also don't
don't need
need advanced
advanced
input
input and
and include
include comprehensive
comprehensive step
step by
by step
step instructions.
instructions.
e created
created this
this sample
sample to
to enable
enable customers
customers to
to view
view the
the layout
layout and
and
emplate -- the
template
the full
full version
version of
of the
the template
template can
can only
only be
be downloaded
downloaded
s template
This template enables users to calculate sales commission for up to 5 levels of sales agents. Simply create a unique agent
code for each sales agent, specify the appropriate commission percentages, copy & paste the appropriate sales data into the
template, link each sales transaction to an agent code and all the commission amounts are automatically calculated. The
template also includes a unique commission report which can be compiled for any user defined date range.
On
Onthis
thissheet:
sheet:
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
this
template.
this template.
Set-up
The Set-up sheet includes input fields for the business name and the sales tax percentage. The business name is used as a
heading on all the sheets and the sales tax percentage is used to calculate the sales amounts excluding sales tax and the
commission amounts including sales tax.
Note: If the sales tax percentage needs to be amended, you will have to copy all the calculated amounts in column H on the
Sales sheet and paste the appropriate cells as values before amending the sales tax percentage on the Set-up sheet. If you
don't paste all these cells as values, all the exclusive sales amounts on the Sales sheet will be calculated based on the new
sales tax percentage.
Agents
A unique agent code needs to be created for each sales agent and the appropriate commission percentages need to be
entered on the Agents sheet. A sales tax code also needs to be selected for each agent and the agent needs to be linked to
the agent code of the sales agent who is directly above the agent in the commission structure.
Note: We recommend that you use an abbreviated version of the name of the agent as the agent code because it will make it
easier to identify the correct agent when selecting the appropriate agent code from the list box in column G on the Sales
sheet. For example, an agent code of ABC01 can be created for the agent "ABC Limited".
The following user input fields are included on the Agents sheet:
Code - enter a unique agent code in this column.
Agent Name - enter the name of the agent in this column.
Tax Code - select the appropriate tax code for the agent from the list box in this column. A tax code of "A" should be selected
if sales tax should be added to the commission that is paid to the agent and a tax code of "E" should be selected if no sales
tax needs to be added to commission payments.
Com2Code - select the agent code of the agent that is directly above the agent in the commission structure. If there is no
agent above the agent in the commission structure, leave this column blank.
Com1% - enter the sales commission percentage that is applicable to all the products that are sold by the agent.
Com2% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are one level below the agent in the sales commission structure.
Com3% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are two levels below the agent in the sales commission structure.
Com4% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are three levels below the agent in the sales commission structure.
Com5% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are four levels below the agent in the sales commission structure.
Page 3 of 11
Example: Agent XXX01 is one level above agent YYY01 in the commission structure, the Com1% for both agents is 5%, the
Com2% for agent XXX01 is 1% and the Com2% for agent YYY01 is 3%. Agent YYY01 will earn 5% commission on all his
sales and agent XXX01 will earn 1% on the sales of agent YYY01. As you can see from this example, the commission
percentage that agent XXX01 will earn is determined by the Com2% this is specified for agent XXX01 and not the Com2%
that is specified for the agent who sells the products (agent YYY01). Also, if an agent that is directly below agent YYY01 in
the commission structure sells products, agent YYY01 will earn 3% commission on all of that agent's sales.
Note: We recommend that you also create a generic agent code which can be used for sales transactions where no
commission is payable to an agent. This agent code can then be selected from the list box in column G on the Sales sheet
when no commission should be calculated. Column G on the Sales sheet will then always contain an agent code even
though some transactions would not attract commission which makes it easier to determine whether an agent code has been
assigned to all sales transactions.
Note: All sales commission percentages should be entered exclusive of sales tax. The inclusive sales amounts that are
included on the Sales sheet are amended based on the tax codes that are specified on the Sales sheet in order to calculate
the exclusive sales amounts. The commission percentages (which exclude sales tax) are then multiplied by the exclusive
sales amounts in order to calculate the appropriate commission totals for each agent. Sales tax is then added to the
commission totals on the Commission sheet based on the sales tax code that has been specified for the appropriate agent
on the Agents sheet.
Sales Transactions
All sales transactions should be entered or copied onto the Sales sheet. The appropriate sales agent code then needs to be
selected from the list boxes in column G in order to allocate each sales transaction to a sales agent. All the sales commission
calculations on this sheet and the Commission sheet are automated.
Note: All the columns with a yellow column heading require user input and the columns with a light blue column heading
contain formulas that should be copied for all new sales transactions that are added to the Sales sheet.
Page 4 of 11
On
Onthis
thissheet:
sheet:
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
this
template.
this template.
Page 5 of 11
On
Onthis
thissheet:
sheet:
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
this
template.
this template.
Template Settings
The functionality that has been included in this template uses data validation, conditional formatting and named cell ranges
in order to validate all user input and to produce the reports that form part of this template. Most of the formulas that are
used in this template are based on named cell ranges that include the first 1,000 rows on the Sales sheet. When the number
of transactions that you've recorded on the Sales sheet reaches this limit, you will therefore have to extend the default
number of rows in order to include all your transactions in the template calculations.
The named cell ranges can be extended by accessing the main Insert menu, selecting Name, and selecting Define in order
to open the Define Name dialog box. The calculations that include the transactions on the Sales sheet are all based on the
"Records" named range. This named cell range includes a default value of 1,000 - you can therefore extend the number of
invoices that are included in the template calculations by simply entering a new value for this named range and clicking the
OK button.
The data validation features that are used to validate user input on the Agents and Sales sheet have been implemented in
the first 100 and first 1,000 rows on each sheet respectively. Before you reach this limit, you can simply copy one of the
blank rows before row 100 or 1,000 and paste the cells in this row into the required number of rows. This action will copy all
the data validation features into the target cell range.
Page 6 of 11
On
Onthis
thissheet:
sheet:
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
this
template.
this template.
On
Onthis
thissheet:
sheet:
This template remains the intellectual property of www.excel-skills.com and is protected by international copyright laws. Any
publication or distribution of this template outside the scope of the permitted use of the template is expressly prohibited. In
terms of the permitted use of this template, only the distribution of the template to persons within the same organisation as
the registered user or persons outside the organisation who can reasonably be expected to require access to the template as
a direct result of the use of the template by the registered user is allowed. Subsequent distribution of the template by parties
outside of the organisation is however expressly prohibited and represents an infringement of international copyright laws.
Page 7 of 11
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
this
template.
this template.
Enter
Enter aa business
business name
name and
and specify
specify the
the appropriate
appropriate sales
sales tax
tax
percentage
percentage on
on this
this sheet.
sheet. The
The business
business name
name is
is used
used as
as aa
heading
heading on
on all
all the
the sheets
sheets and
and the
the sales
sales tax
tax percentage
percentage is
is
used
used to
to calculate
calculate the
the exclusive
exclusive sales
sales amounts
amounts and
and the
the
inclusive
inclusive commission
commission amounts.
amounts.
Page 8 of 11
Agent Name
Tax Code
Com2 Code
Com1%
ALL01
T Allen
FLE01
5.0%
2.5%
2.0%
1.5%
BUT01
G Butcher
JON01
5.0%
2.5%
2.0%
1.5%
CLA01
K Clarke
JON01
5.0%
2.5%
2.0%
FLE01
P Fleming
BUT01
5.0%
2.5%
JON01
S Jones
5.0%
3.0%
MCM01
C McMillan
5.0%
PHI01
S Phillips
SMI01
B Smith
STV01
Q Stevens
WEL01
B Welsh
XXX01
No Commission
BUT01
BUT01
MCM01
Com2%
Com3%
Com3 Code
Com4 Code
Com5 Code
EC
0.0%
BUT01
JON01
0.0%
1.5%
0.0%
2.0%
1.5%
0.0%
JON01
2.0%
1.5%
0.0%
2.5%
2.0%
1.5%
0.0%
JON01
5.0%
2.5%
2.0%
1.5%
0.0%
5.0%
2.5%
2.0%
1.5%
0.0%
JON01
5.0%
2.5%
2.0%
1.5%
0.0%
5.0%
2.5%
2.0%
1.5%
0.0%
BUT01
JON01
0.0%
0.0%
0.0%
0.0%
0.0%
On
On this
this sheet:
sheet:
Create
Create aa unique
unique agent
agent code
code for
for each
each sales
sales agent,
agent, specify
specify the
the
appropriate
commission
percentage
for
each
of
the
5
appropriate commission percentage for each of the 5 commission
commission
levels
levels and
and link
link the
the agent
agent code
code to
to the
the code
code of
of the
the agent
agent that
that is
is directly
directly
above
above the
the agent
agent in
in the
the commission
commission structure.
structure. The
The agent
agent commission
commission
codes
codes from
from level
level 33 to
to 55 are
are automatically
automatically determined
determined based
based on
on the
the
level
2
agent
commission
code.
level 2 agent commission code.
Page 9 of 11
Com4%
Com5%
402,385.00
Description
Tax Inclusive
Amount
359,740.88
Tax Code
Agent Code
ALL01
Exclusive Sales
Amount
16,628.27
Com1%
Com1 Amount
5,924.96
Com2 Code
500.00 FLE01
Com2%
3,195.40
Com3 Code
1,535.65
Com4 Code
Com4 Amount
Com5 Code
Com5%
Com5 Amount
27,284.28
Total
Commission
GP Accountants
Stock Sales
11,400.00
10,000.00
5.0%
1.5%
150.00 -
0.0%
3/22/2016
TRF Solutions
Stock Sales
5,000.00
XXX01
5,000.00
0.0%
0.0%
0.0%
0.0%
0.0%
4/8/2016
ABC Limited
Stock Sales
15,000.00
BUT01
15,000.00
5.0%
750.00 JON01
3.0%
450.00 -
0.0%
0.0%
0.0%
1,200.00
8.0%
INV0004
4/17/2016
WC Financial Advisors
Stock Sales
12,200.00
CLA01
10,701.75
5.0%
535.09 JON01
3.0%
321.05 -
0.0%
0.0%
0.0%
856.14
8.0%
INV0005
5/12/2016
XX Building Supplies
Stock Sales
15,320.00
FLE01
13,438.60
5.0%
671.93 BUT01
2.5%
335.96 JON01
2.0%
268.77 -
0.0%
0.0%
1,276.67
9.5%
INV0006
5/27/2016
TRF Solutions
Stock Sales
13,400.00
JON01
11,754.39
5.0%
587.72 -
0.0%
0.0%
0.0%
0.0%
587.72
5.0%
INV0007
6/9/2016
WW Retail
Stock Sales
4,500.00
MCM01
3,947.37
5.0%
197.37 BUT01
2.5%
2.0%
78.95 -
0.0%
0.0%
375.00
9.5%
INV0008
6/23/2016
DF Manufacturing
On
this
OnStock
this sheet:
sheet:
Sales
22,520.00
PHI01
19,754.39
5.0%
987.72 -
0.0%
0.0%
0.0%
0.0%
987.72
5.0%
2.0%
561.40 -
0.0%
0.0%
2,666.67
0.0%
0.0%
0.0%
964.91
5.0%
98.68 JON01
-
1,100.00
7.6%
Total Com
%
3/15/2016
200.00 JON01
Com4%
INV0003
2.0%
Com3 Amount
INV0002
250.00 BUT01
Com3%
INV0001
2.5%
Com2 Amount
11.0%
0.0%
Enter
or
&
paste
sales
data
specify
Enter
or copy
copyDF
&Manufacturing
paste all
all the
the relevant
relevant
sales
data onto
onto this
this sheet
sheet and
and
specify the
theA
7/18/2016
Stock
Sales
32,000.00
appropriate
appropriate sales
sales agent
agent codes
codes in
in column
column G.
G. Only
Only the
the columns
columns with
with yellow
yellow column
column
INV0010
7/26/2016require
Digicom
Salesadditional columns if22,000.00
headings
user
can
headings
require
user input
input and
and you
youStock
can add
add
additional columns if required.
required. The
TheA
INV0011 columns
8/4/2016
FSblue
Financial
Services
Stock
Sales formulas
23,000.00
A all
with
column
headings
contain
be
columns
with light
light
blue
column
headings
contain
formulas that
that should
should
be copied
copied for
for
all
new
sales
transactions
that
are
added
to
the
sheet.
INV0012
8/13/2016
PTY
new
Consultants
sales transactions
Stock
thatSales
are added to the sheet.12,000.00
A
SMI01
28,070.18
5.0%
STV01
19,298.25
5.0%
ALL01
20,175.44
5.0%
1,008.77 FLE01
2.5%
504.39 BUT01
2.0%
403.51 JON01
1.5%
302.63 -
0.0%
2,219.30
11.0%
ALL01
10,526.32
5.0%
526.32 FLE01
2.5%
263.16 BUT01
2.0%
210.53 JON01
1.5%
157.89 -
0.0%
1,157.89
11.0%
INV0013
9/9/2016
IT Solutions
Stock Sales
18,000.00
CLA01
18,000.00
5.0%
900.00 JON01
3.0%
540.00 -
0.0%
0.0%
0.0%
1,440.00
8.0%
INV0014
9/29/2016
DF Manufacturing
Stock Sales
13,500.00
PHI01
11,842.11
5.0%
592.11 -
0.0%
0.0%
0.0%
0.0%
592.11
5.0%
INV0015
10/4/2016
GP Accountants
Stock Sales
3,300.00
BUT01
2,894.74
5.0%
144.74 JON01
3.0%
86.84 -
0.0%
0.0%
0.0%
231.58
8.0%
INV0016
10/31/2016
CC Supplies
Stock Sales
23,430.00
XXX01
20,552.63
0.0%
0.0%
0.0%
0.0%
0.0%
INV0017
11/5/2016
TRF Solutions
Stock Sales
15,000.00
STV01
13,157.89
5.0%
657.89 -
0.0%
0.0%
0.0%
0.0%
657.89
5.0%
INV0018
11/30/2016
ABC Limited
Stock Sales
14,900.00
ALL01
14,900.00
5.0%
745.00 FLE01
2.5%
372.50 BUT01
2.0%
298.00 JON01
1.5%
223.50 -
0.0%
1,639.00
11.0%
INV0019
12/13/2016
EC Estate Agents
Stock Sales
8,168.00
MCM01
7,164.91
5.0%
358.25 BUT01
2.5%
179.12 JON01
2.0%
143.30 -
0.0%
0.0%
680.67
9.5%
INV0020
12/26/2016
Stock Sales
13,490.00
ALL01
11,833.33
5.0%
591.67 FLE01
2.5%
295.83 BUT01
2.0%
236.67 JON01
11.0%
INV0021
1/10/2017
PTY Consultants
Stock Sales
18,000.00
JON01
15,789.47
5.0%
789.47 -
0.0%
INV0022
1/21/2017
WW Retail
Stock Sales
19,200.00
JON01
16,842.11
5.0%
842.11 -
0.0%
INV0023
2/5/2017
XY Services
Stock Sales
23,430.00
WEL01
20,552.63
5.0%
1,027.63 MCM01
2.5%
513.82 BUT01
2.0%
INV0024
2/8/2017
WC Financial Advisors
Stock Sales
3,200.00
SMI01
2,807.02
5.0%
140.35 BUT01
2.5%
70.18 JON01
2.0%
INV0025
2/14/2017
WC Financial Advisors
Stock Sales
2,240.00
ALL01
2,240.00
5.0%
112.00 FLE01
2.5%
56.00 BUT01
2.0%
INV0026
2/16/2017
Stock Sales
16,987.00
BUT01
14,900.88
5.0%
745.04 JON01
3.0%
INV0027
2/18/2017
WC Financial Advisors
Stock Sales
1,850.00
XXX01
1,622.81
0.0%
INV0028
2/21/2017
WC Financial Advisors
Stock Sales
2,240.00
MCM01
1,964.91
5.0%
98.25 BUT01
2.5%
49.12 JON01
INV0029
2/26/2017
WC Financial Advisors
Stock Sales
3,260.00
CLA01
2,859.65
5.0%
142.98 JON01
3.0%
85.79 -
INV0030
2/28/2017
CC Supplies
Stock Sales
13,850.00
ALL01
12,149.12
5.0%
607.46 FLE01
2.5%
INV0009
1,403.51 BUT01
964.91 -
2.5%
0.0%
0.0%
Page 10 of 11
701.75 JON01
-
0.0%
0.0%
0.0%
1.5%
177.50 -
0.0%
1,301.67
0.0%
0.0%
789.47
0.0%
0.0%
842.11
5.0%
1.5%
308.29 -
0.0%
2,260.79
11.0%
56.14 -
0.0%
0.0%
266.67
9.5%
44.80 JON01
411.05 JON01
5.0%
1.5%
33.60 -
0.0%
246.40
11.0%
0.0%
0.0%
1,192.07
8.0%
0.0%
0.0%
0.0%
2.0%
39.30 -
0.0%
0.0%
186.67
0.0%
0.0%
0.0%
228.77
8.0%
1.5%
182.24 -
0.0%
1,336.40
11.0%
0.0%
303.73 BUT01
9.5%
447.03 -
2.0%
242.98 JON01
0.0%
9.5%
From:
www.excel-skills.com
To:
1/1/2000
16,628.27
Tax Code
Com1
5,924.96
Code
Agent Name
ALL01
T Allen
4,091.21
Com2
BUT01
G Butcher
1,639.78
CLA01
K Clarke
1,578.07
FLE01
P Fleming
671.93
2,045.61
JON01
S Jones
2,219.30
1,930.71
MCM01
C McMillan
653.86
513.82
PHI01
S Phillips
1,579.82
SMI01
B Smith
1,543.86
STV01
Q Stevens
WEL01
B Welsh
XXX01
No Commission
3,195.40
Com3
1,434.82
Com4
-
2,047.54
1,535.65
Com5
27,284.28
Total Com
2,688.67
Sales Tax
29,972.94
Inclusive Total
4,091.21
572.77
4,663.98
5,122.14
717.10
5,839.24
1,578.07
220.93
1,799.00
2,717.54
6,833.52
1,167.68
1,579.82
1,543.86
1,543.86
1,622.81
1,622.81
1,622.81
1,027.63
1,027.63
1,027.63
On
On this
this sheet:
sheet:
1,535.65
This
This sheet
sheet includes
includes aa commission
commission report
report that
that can
can automatically
automatically be
be compiled
compiled for
for any
any user
user
defined
defined date
date range.
range. All
All the
the calculations
calculations on
on this
this sheet
sheet are
are automated
automated and
and the
the only
only user
user input
input
that
that is
is required
required is
is to
to specify
specify the
the appropriate
appropriate date
date range
range for
for which
which the
the commissions
commissions need
need to
to be
be
calculated.
calculated. The
The report
report only
only includes
includes the
the first
first 30
30 sales
sales agent
agent codes
codes but
but you
you can
can add
add additional
additional
agents
agents by
by simply
simply copying
copying the
the formulas
formulas in
in the
the last
last row
row and
and pasting
pasting them
them into
into the
the required
required
number
number of
of additional
additional rows.
rows.
Page 11 of 11
956.69
2,717.54
1,147.86
221.18
7,790.21
1,167.68
1,801.00