Track accrued against paid commission with drill-down for the finance MIS pack.
Finance reports commission paid versus accrued each month. Everstage tracks accrued and paid commission so this reconciliation is available directly rather than rebuilt in Excel, with drill-down to the partner and deal.
This guide shows you how to open the accrual-versus-paid view, drill down by partner to explain variances, identify outstanding accruals, and export the reconciliation for finance reporting.
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.
Recalculate commission automatically when a deal is refunded or cancelled.
Open the commission accrual-vs-paid view for the period.
Review total accrued against total paid.
Drill down by partner to explain the difference.
Identify accruals awaiting payment or collection.
Export the reconciliation for the finance MIS pack.
Period: [month] Total accrued: $[value] Total paid: $[value] Variance: $[value] Drill-down by partner: [Partner A] Accrued: $[value] Paid: $[value] Variance: $[value] [Partner B] Accrued: $[value] Paid: $[value] Variance: $[value] (Deal #[id] awaiting customer payment) [Partner C] Accrued: $[value] Paid: $[value] Variance: $[value] (Deal #[id] payout scheduled for next period) Outstanding accruals: - Deal #[id]: $[value] accrued, payment pending collection - Deal #[id]: $[value] accrued, payout scheduled next cycle Export reconciliation report → attach to MIS pack.
For the period, show total commission accrued versus paid, broken down by partner, and identify accruals still awaiting collection or payment, for the finance reconciliation.
Tie each commission to collected payment so unpaid deals are handled correctly.
Define tiers, rates, and rules once with the no-code plan builder.