How do I assign commission to a sales agent or partner?
How commission tracking works in V1: record who sourced the deal and the agreed percentage, and report on it.
Purpose
Explains how to credit a sales agent or referral partner for a won owner, and what Rentivue does — and does not — automate for commissions today.
Answer
In the current version, commission is TRACKED, not automatically paid out. You record who sourced a deal and the agreed rate, and use reports to calculate what is owed. There is no automated commission payout run yet — be aware of that when setting expectations with agents.
Steps
- 1On each owner lead, record the source and the responsible sales agent so every won deal is attributable.
- 2For referral partners (for example agencies or vendors who send you owners), create the partner in the Marketplace (/marketplace) and set their commission percentage on the partner record.
- 3Note the agreed commission terms on the lead or partner record so the paper trail is complete.
- 4When the lead is signed and converted, the attribution (agent, campaign, partner) stays linked to the owner.
- 5Use Marketing and sales reports to list won deals per agent or partner for the period, and calculate commission from the recorded percentages.
- 6Pay the commission through your normal payroll or accounts-payable process, and record it as an expense if you want it reflected in company financials.
Important notes
- Honest limitation: V1 does not generate commission invoices or payouts automatically. Tracking is via lead attribution, marketplace partner records (commission percent), and reports.
- Keep the commission percentage on the marketplace partner record up to date — reports read from it.
- Campaign attribution shows which marketing spend produced which owners, which is often the fairest basis for splits.
FAQ
- Can an agent see their own commission report?
- Give the agent access to the relevant reports; per-agent self-serve commission statements are not a built-in feature yet.