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A payout is one person’s commission for one payout period of one plan. It adds up every compensation on that plan, plus any extra items, minus anything excluded. While a payout is Draft, it is recalculated from current CRM data and the current published compensations. Once you approve it, the numbers are locked.

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Statuses

On the payouts page, managers see four tabs, each with a count: To review (drafts), To pay (approved), Paid and Cancelled. To review shows two summary cards, Amount to review and Payouts to review, then a table titled Payouts to review. Export CSV, Select date range and Search person or plan sit above the table. The other tabs use the same layout. Their tables are titled Payouts to pay, Past payments and Canceled payouts.
Payouts to review table with summary cards, Export CSV and Review actions
The Paid tab cards are Amount paid and Payouts paid. The table is Past payments. Open a row with View.
Paid tab titled Past payments, with Amount paid and Payouts paid
The Cancelled tab cards are Amount cancelled and Payouts cancelled. The table is Canceled payouts. With nothing cancelled, the table says No payouts found.
Cancelled tab in its empty state, with the message No payouts found
A warning icon appears on a payout that is still not paid or cancelled more than three days after its period ended. Open a draft with Review. Open anything else with View.

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What the person sees

A sales rep does not see the manager tabs. Their summary is Payouts in review, Approved payouts and Payouts received. They see their own payouts only. The table has one Status column and View. On the detail page a sales rep can Comment. They do not see Approve & lock commission, Mark as paid or Add Item.

Approval flow

Approve, mark as paid, and send back to draft.

Locking

What freezes when you approve.

Adjustments

Change a deal, exclude one, or add an extra item.

Export

Download payouts as CSV.

Approve payouts

Approve a draft to lock it, mark it paid once the money has moved, or send an approved payout back to draft.

Locking

Approving a payout freezes the deals, formulas, KPI, quotas and variables it was calculated with. Later changes do not alter it.

Adjustments

On a draft payout you can change a deal's commission, exclude a deal, or add an extra item. The payout total cannot go below zero.

Export payouts

Download the payouts you are looking at as a CSV, for the payout itself or split by month, quarter or year.
Last modified on October 27, 2026