Commission Calculation & Payout Automation
A done-for-you everyday business automation built for the Revenue Operations Manager, connecting QuickBooks, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Closed-won deals sync out of Salesforce the moment they're marked won, and Make.com runs each one against the rep's commission plan, factoring in deal size, product mix, and any accelerator tiers, to calculate the exact payout owed.
The result populates a running commission ledger in Google Sheets that every rep can see in real time, removing the mystery around what they actually earned that month.
Approved totals push automatically into QuickBooks Online for payroll processing, with a Slack summary sent to each rep and their manager once numbers are finalized.
Clawbacks from cancelled deals are flagged automatically rather than discovered months later during a manual audit.
Finance teams that used to spend two full days each month reconciling commissions by hand now close the process in under an hour with far fewer disputes.
- Zapier or Make.com
- Salesforce
- Google Sheets
- QuickBooks Online
- Slack
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a revenue operations manager, who has to track every step by hand across emails, spreadsheets, and sticky notes. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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