Define tiers, rates, and rules once with the no-code plan builder.
Channel partner commissions follow tiered rules that are applied by hand today. Everstage's no-code plan builder lets Finance define the tiers, rates, and rules once so every partner's commission is calculated consistently and automatically.
You replace manual commission spreadsheets with a single published plan that Everstage applies to every deal.
Roll Everstage's data into a leadership summary of accrued, paid, cost, and activity.
See commission cost against partner-generated revenue to find the most cost-effective partners.
Track accrued against paid commission with drill-down for the finance MIS pack.
Open the Everstage plan builder and create a new commission plan.
Define the tiers and the rate for each tier.
Set the basis — for example commission on collected payment, by package.
Add rules for package changes and minimum thresholds.
Test the plan on sample deals to confirm the calculation.
Publish the plan and assign it to the relevant partners.
Suppose [Partner Name] resells your packages and you want to reward volume. 1. Open the plan builder and create a plan. 2. Define three tiers with rates for each tier. 3. Set basis to collected payment and by package. 4. Add a rule for package changes and a minimum threshold. 5. Test with sample deals to confirm the calculation matches your logic. 6. Publish the plan and assign it to [Partner Name]. Everstage now calculates every deal automatically.
In the plan builder, define the commission tiers and rates on collected payment by package, add rules for package changes and thresholds, test on sample deals, then publish and assign the plan to partners.
Manage a dispute from the partner raising it through to resolution with a full trail.
Tie each commission to collected payment so unpaid deals are handled correctly.