How To Customize Commission Splits on Opportunities
In many sales teams, closing a deal isn’t a one-person job. A sales rep might bring in the lead, but a solutions expert, account manager, or senior executive might help seal the deal. So, how do you fairly distribute commissions when multiple people contribute?
With BIGContacts' Commission Splits feature, you can automate commission tracking, ensuring that everyone involved gets the right share—without messy spreadsheets or manual calculations.
Why Use Commission Splits?
- Shared Sales Responsibilities – If multiple team members contribute to a deal, commission splits ensure fair compensation.
- Accurate Compensation Tracking – Eliminates errors in commission calculations, reducing disputes and manual tracking.
- Flexibility in Assigning Opportunities – Opportunities don’t have to be restricted to a single owner; they can reflect real-world collaboration.
How to Create a Commission Split
Step 1: Access the Sales Pipeline
- Click Pipeline in the left sidebar.
- Select Customize Pipeline under Manage Modules.
Step 2: Enable Commission Splits
- Navigate to the Commission Splits tab.
- Click Add New Split.
Step 3: Define Commission Splits
- Assign Team Members – Select the users who should receive a portion of the commission.
- Set Split Percentages – Allocate a percentage of the total commission for each team member.
- Click Save to apply the changes.
Step 4: Apply a Commission Split to an Opportunity
- Open an Opportunity in the Pipeline.
- Scroll to the Commission Splits section.
- Select the appropriate commission split template or manually enter percentages.
- Save the opportunity to finalize the split.
Best Practices for Managing Commission Splits
- Define clear commission structures – Establish rules for splitting commissions based on roles and contributions.
- Use standard split templates – Predefine common commission structures to increase opportunity creation.
- Regularly review commission allocations – Ensure fairness and alignment with team contributions.
With BIGContacts' automated commission tracking, sales teams can focus on closing deals instead of manually managing commissions.