How to Create Salespath Commission Plans

Step 1: Create Categories

1. In Salespath, navigate to Settings > Commission Plans.
2. Select the Categories tab.
3. Click Add Category.
4. Give the category a name (e.g. Unlimited, Retail, or Add On).
5. Click Confirm.

Step 2: Create Commission Plans

Once you've created your categories, you can proceed with creating commission plans.

There are three types of commission plans:

• Standard commission plans - This is a standard plan where set amounts are paid each time Salespath detects certain SKUs being sold.
• Graduating: In this type of plan, salespeople get a certain commission amount based on how many they have sold within a time period. The more they sell, the more commission they can make. For example, you could setup 3 tiers: you pay a $3 commission for the first 50 memberships sold within a month; $4 for the next 50 (memberships 51-100), and then $5 for every membership sold after that (membership 101 and above). This can then reset at the end of the month. (You can also reset daily or quarterly, although monthly is the most common.) In this type of plan, CoachBot will notify the salespeople when they are close and when they change tiers. Their current tier will also be shown in their dashboard.
  • If you are using Graduating commission, you will need to create each tier the plan will contain. Assuming you have selected the Graduating type, click the “Add Tier” button, then in the “name” field add your first tier (e.g. 1-10), then add your minimum member amount for that tier. For example, for tier 1-49, the minimum member amount would be 0. For tier 50-99, the minimum would be 49. Do that for each tier you would like to create. Then follow the same process for adding items as outlined for the standard plan above.
• Rank/XP based commission plans - Sync a salesperson's commission tier to their achieved rank instead of resetting on a cadence. The more they sell, the higher they rank, the more commission they can make. This is very similar to the graduating plan but instead of resetting after a certain amount of plans have been sold, it resets once the salesperson increases in rank.

2a. Create the Commission Plan

1. Start creating your commission plan by navigating to Settings > Commission Plans, then click Create Plan.

2. Give your commission plan a Name.
3. Select the commission plan Type: Standard, Graduating, or Rank Based. *If Graduating, see Graduating Commission Plans section below.

2b. Add Commissionable Items

Once the plan is created, you need to add in the wash packages that commission will be paid out on. The items need to be listed for every single item you pay commission on and its description from your POS. When Salespath sees this description listed in the line item of a transaction, then Salespath will add it to the commission for that user. You must list each item for every location.

1. Proceeding from Step 3 above on your Commission Plan setup, you can now add commission items. To do this, you can either:
   • Click Actions > Pull from POS and then click Add next to all commissionable items (preferred), OR

   • Click Actions > Add commission items and enter details manually. 

     

     • If adding manually, after the PoS integration is complete and we are loading data, you can use the Daily Transaction Report to verify the PoS string names of commissionable items (sometimes the tenant will give you the exact PoS string name in their onboarding information/kickoff call but it’s still good to verify the information they gave you with this report).

     • For example, here the item name is "Standard $24.99", so you would enter that as the POS string when adding a commission item. 

       

2. For each commission item, fill in the relevant fields:
   • Category (these must be added before you create commission plans) - typically either Unlimited or Retail.
   • Base: Standard commission paid each time that item is sold.
   • Bonus: Any additional commission paid for that item.
   • Extra Points: The number of extra points you would like a Salesperson to earn when selling this item. This is on top of the default points earned if it is a membership sale.
   • Extra XP: The number of extra XP you would like a Salesperson to earn when selling this item. This is on top of the default XP earned if it is a membership sale.
   • Deferred Commission: The dollar amount earned once the deferral period passes, instead of at the time of sale.
   • Deferred Points: The number of points earned once the deferral period passes, instead of at the time of sale.
   • Deferred XP: The amount of XP earned once the deferral period passes, instead of at the time of sale.
   • Allow on Zero Price toggle - Turn on to allow points to be rewarded for a $0 sale.
   • UL Signup Restriction - select from Allow on all transactions, Only on new member conversions, or Only on non-conversion transactions. Note: The options in this dropdown menu are for washes that use the same SKU or package string name for both Unlimited and retail package sales. Essentially, the line item is ignored if the chosen condition is not met, which is based on the conversion field on the transaction (the green check mark in the UL signup column on the Salespath daily transaction report)
     • All Transactions - Any time this line item appears on a ticket, regardless of if it was a new signup or a member visit, the applicable salesperson will get commission credited to their account.
     • Only new member conversions - A salesperson will only get credited commission for the sale of this item if it appears as part of a new member conversion.
     • Only on non-conversion transactions - Generally used for a la carte items, the salesperson will only get commission for this item if it appears as part of a single wash retail transaction (e.g. a customer buys a Silver single wash and adds tire shine but does not buy a membership).
   • Location - Select the location you would like this commission item to apply to. (Note: You will need to add the item for every location to which it applies - you can do this by clicking Copy and changing the location selection).

Graduating Commission Plans

If you are creating a Graduating Commission Plan, you will need to add Tiers as well as a Reset Cadence. Add Tiers before you add commission items.

Tiers are defined by memberships sold. When a Salesperson has sold above a certain threshold of memberships, they will move up to the next tier and its associated commission rate.

1. Follow steps above to begin creating a new commission plan. Under Type, select Graduating.
2. In the Reset field, choose if you want the tiers to reset Daily, Biweekly, or Monthly. This determines how frequently each Salesperson will go back to the bottom tier.
3. Click Submit
4. Click Add Tier
5. Give the Tier a name (i.e. 1-50 Members, 51-100 Members)
6. Set the minimum memberships for that tier (i.e. 0, 50). The lowest tier must start at 0.
7. Click Save.
8. Repeat for each tier of memberships sold.
9. Once your tiers and Reset cadence have been added, you can add or edit your commission items. Follow the steps above to add commission items.
10. At the bottom of the commission item, select the Tier that this commission item applies to. (If using a graduating commission plan, you'll need to create multiple versions of each item for their corresponding tiers. For example, Basic Membership might earn 10 points at Tier 1, and then 20 points at Tier 2).