Commissions Management — Product Tour

Full walkthrough

1. Incentivize is your earnings hub — Learn, Sell, Ramp = Earn More. The left menu groups three applications under it: Commissions → Sales Commissions, MDF and Rebates, all part of one unified incentive program.
2. This is the View Sales Commissions page — Incentivize → Commissions → Sales Commissions. Every commission you've earned lands here, fully calculated and displayed without any manual work on your part.
3. Columns cover Commission ID, Commission Name, Allocation Frequency, Application In Use, Type, Quarter, Total Amount, Commission Percentage and Commission Amount — everything you need to review a payout at a glance.
4. The toolbar carries Search, Filter, Saved Filters and Create View. There's no Add or Delete here — commissions are system-generated, never partner-created.
5. Search Commissions finds a specific record instantly. Saved Searches let you save a filter combination — like Quarter + Type — and reuse it every reporting period to track a specific commission category.
6. Filter opens Basic and Advance modes so you can narrow the list by any column, then save the combination for next time.
7. Two commission types appear here — Invoice and Registered Deal. Registered Deal commissions are earned when a deal registered through the Deals application is closed and approved; Invoice commissions are earned based on invoice amounts. The Admin sets the type when configuring the commission rule — you simply see which one each commission falls under.
8. Commission Percentage and Commission Amount work together to show the earning model. When the Admin configures a rule as Fixed, you receive a consistent, predefined payout per deal closure and this column shows 0%. When configured as Percentage, the commission is calculated as a proportion of the total deal value — directly linking your reward to the size of the sale.
9. Let's open a commission. Click any Commission ID or Name to see its full details — press Next and we'll open it for you.
10. This is the View a Commission page. Commission Information shows every field: Commission ID, Commission Name, Type, Partner Contact, Allocation Frequency, Application In Use, Quarter, Total Amount, Commission Percentage and Commission Amount.
11. Allocation Frequency and Quarter give you full clarity on timing. Commissions are calculated and paid on a quarterly cycle — Quarter shows the specific fiscal quarter the payout applies to, and Allocation Frequency shows how often commissions are distributed. No ambiguity about when to expect payment.
12. Application In Use shows which application — Deals or Invoices — triggered this commission. Once the Admin links a Commission Rule to deal closures or invoices, the system calculates amounts automatically from actual sales performance. When a deal closes and is approved, the commission appears here instantly — you never have to calculate, claim or request it.
13. Total Amount is calculated in the base currency and displayed in your local currency via exchange tables the Admin configures — a partner in Europe sees EUR, a partner in APAC sees their regional currency, all handled automatically with no intervention on your end.
14. Commission Amount is the field that matters most — the final, system-calculated payout for this specific deal or invoice.
15. Back on View Sales Commissions: every commission ever earned or reversed is tracked here. If a deal is reversed after payout, the system automatically triggers a clawback, adjusting the balance to protect payout integrity. Commission ID is your unique audit reference for every payout — a permanent, auditable earnings history across every quarter, type and amount. That completes the Commissions Management flow.

Questions about this tour

How are partner commissions calculated in ZINFI?

Commissions are calculated automatically from the records that already exist in the platform — either an invoice or a registered deal, depending on the entitlement. Entitlements can be a fixed amount or a percentage, and calculation runs without manual spreadsheet work.

How often are commissions paid out?

Allocation frequency is set on the entitlement, with quarterly payout cycles being a common configuration. A partner sees each statement, the deals or invoices behind it, and the amount due in the Sales Commissions application.

Does ZINFI support multi-currency commission payouts?

Yes. Commission records carry their own currency, so partners in different regions see statements in the currency they are paid in, and earnings history is preserved with clawback handling.

How long does the ZINFI Commissions Management tour take?

About 5 minutes at a normal pace — 15 guided steps through the Commissions Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Incentivize pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Commissions Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.