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How to Create Commission Hierarchies Using Advanced Rules

This article outlines how to create a commission hierarchy using the advanced rules feature.

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

šŸŸ¢ Step-by-Step Instructions

Step 1: Navigate to Advanced Rules

  1. Click the Data tab from the top navigation bar.

  2. Select the Tag Rules button.

  3. From the dropdown, click Advanced Rules.

  4. Click the navy Create Rule button in the upper right.

Step 2: Define Rule Properties

  • Name: Enter the name of the Sales Manager at the top of the hierarchy (e.g., John Smith).

  • Description: Provide a clear summary of the ruleā€™s purpose.

    Example: ā€œPay Sales Manager John Smith 30% of commissions generated by a group of 10 advisors under him.ā€

Step 3: Set Rule Criteria

  1. Scroll to the Criteria section.

  2. Under the Field dropdown, select Writing Agent Name.

  3. In the next dropdown, select Includes.

  4. In the final field, select the names of the 10 agents under John Smith from the dropdown list.

This defines the group of advisors whose activity will trigger the payout to the Sales Manager.

Step 4: Apply the Tag

  1. Scroll to the Tag section.

  2. In the Tag Name dropdown, select Sales Manager.

  3. In the Value field, enter the Sales Managerā€™s name (John Smith).

This step links the rule to the Sales Managerā€™s identity and ensures they are tagged appropriately in downstream reports.

Step 5: Configure the Commission Formula

  1. Scroll to the Formula section.

  2. Click the Show Fields button.

  3. Select Commission from the available field list.

  4. In the formula bar, enter the percentage to be paid to the Sales Manager (e.g., 30% or 0.30 * Commission depending on your system's syntax).

Step 6: Save the Rule

  • Click the navy Save Rule button in the lower-right corner.

Once saved, the rule is automatically applied to all matching transactions in the system.

Step 7: Confirm Results in the Data Tab

  1. Navigate back to the Data tab.

  2. Review a few recent transactions that should be impacted by this rule.

  3. Scroll to the far right of the data table to view the Sales Manager tag and confirm the 30% commission payout has been calculated correctly.

šŸ”µ Best Practices

  • Clearly name each rule to reflect its function for easier auditing.

  • Avoid overlapping agent names in multiple hierarchy rules to prevent duplication.

  • Regularly review rules as team structures change to ensure ongoing accuracy.

šŸ”µ Purpose in the Workflow

Creating hierarchies via advanced rules:

  • Automates multi-level commission calculations

  • Improves accuracy in revenue attribution across sales teams

  • Reduces manual tracking and spreadsheet dependency

  • Supports scalable compensation models for agencies of all sizes

šŸ”“ Troubleshooting

If your rule isnā€™t calculating correctly or the tag isnā€™t visible, click theā“ Help icon in the bottom-right corner to contact the support team or access the Rule Troubleshooting Guide.

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