Tiered and cascading plans
One plan's output feeds the next. Commission ladders, accelerators and conditional multipliers.
Activity shown in the product preview: Workflow triggered, Task complete, 12 reactions, Credits redeemed.
Plans and calculations
Sales commission software from plan design to every calculation
Automate commission and incentive calculations from raw CRM, ERP and HRMS data. Build any plan in a no-code builder, calculate it the same way every cycle, and trace every result back to the data and rules behind it.
Trusted by leading brands
How commission calculation works
From raw sales data to calculated payout
Three stages in one incentive compensation management pipeline, with no spreadsheets in between. Approvals and payouts are covered on the payouts and disbursal page.
Stage 1Data
Sales data integration, validated at the source
Sales data lives in your CRM, ERP and HRMS. Xoxoday brings it into one pipeline and turns each connection into the metrics your incentive plans run on, so the numbers are right before any calculation starts.
CRM, ERP and HRMS connections
Link your source systems and data lakes, or upload files. One connection can feed any plan, table or metric.
Data validation
Inputs are checked and standardized on the way in, so errors are caught at the source and not after payout.
Metrics for any KPI
Revenue, disbursement percentage, product mix or any custom KPI, as a sum, count, percentage, minimum, maximum, average or distinct count.
Transaction date mapping
Choose the date field that decides which plan period each deal falls into.
Stage 2Plans
No-code incentive plan builder
Build commission and incentive plans without spreadsheets or code. Sales operations teams configure, copy and change plans in one rule builder.
Commission, target and milestone plans
Commission plans link achievement to quota with multipliers and bonuses, target plans let each participant pick a goal, and milestone plans reward progress.
Formula and rule builder
Combine fields, functions and metrics with AND, OR, IF, THEN and ELSE, and functions such as MAX, FLOOR, ROUND and GROUP BY.
Slabs, tiers and lookups
Map tier levels, regions or performance bands with a lookup, and pay a fixed amount or a formula, such as 10% of achievement.
Plans by role, region or department
One plan can serve several groups, each with its own payout rules.
Recurring plan cycles
Run a plan weekly, monthly or on a custom cycle, and the next one creates itself.
Plan simulation
An estimator and simulation show payout impact before a plan goes live.
Stage 3Calculation
Automated commission calculation at enterprise scale
Multi-tier, multi-rule incentive logic runs at scale. When data or rules change, run the calculation again on demand and the change flows through every plan that depends on it.
Cascading plans
The output of one plan feeds another, so store, volume and effectiveness plans can roll up into one final incentive. Recalculating the top plan reprocesses the whole chain.
On-demand recalculation
Change data or a rule and run it again. Re-processing can also run at fixed intervals.
Threshold buffers
Add a percentage buffer so a result just short of a milestone still qualifies.
Payout windows
Earnings build while the plan runs, and payouts are released after a buffer you set, so late data can land first.
Clawbacks
Link a completed plan to a new one and Xoxoday calculates the clawback from the incentives already paid. Admins approve or deny it.
Fixed and formula-based payouts
Pay a flat amount and a formula-based amount on the same milestone, with different rules for each group.
Complex commission plans
Commission structures that break spreadsheets, handled by configuration
Splits, roll-ups, overrides, draws and clawbacks, configured in the same engine as every other plan.
Commission structures
Flat, tiered, milestone-based or product-mix weighted, on revenue or any other KPI.
Split credits
Share deal credit across sales professionals, territories and overlay teams, by percentage or by primary and secondary rules.
Roll-ups
Team attainment rolls up the management hierarchy, so managers earn on team results without manual consolidation.
Override commissions
Managers and overlay roles earn a separate layer on top of the direct earner, by role, product or territory.
Quota relief
Adjust targets mid-cycle for leave, transfers or ramp without breaking the plan.
Draws and recoveries
Pay advances against future earnings and reconcile them each cycle.
Exception handling
Route exceptions to the right owner and track them to resolution, not lost in email.
Multi-currency
Calculate incentives in local currency and pay out in any of 50+ supported currencies.
FAQ
Commission calculation FAQs
It reads sales data from your CRM, ERP and HRMS, applies the rules of each commission or incentive plan, and produces a payout for every sales professional. Payouts then pass through approvals before they are sent to payroll. Xoxoday runs this as one pipeline, with no spreadsheets in between.
Yes. Admins edit plans in the builder, and clone a metric when a rule needs to change. Metrics already used in a live plan are protected from edits, so past results stay consistent.
Run the calculation again. For cascaded plans, recalculating the top plan reprocesses every plan beneath it, and re-processing can run at fixed intervals if our team sets it up.
The output of one plan becomes the input to another, so several plans can roll up into one final incentive. Lower layers run first, then higher ones. Our team switches cascading on for your account on request.
Link the completed plan to a new one. Xoxoday calculates the clawback from the incentives already paid, and your admins approve or deny it.
Yes. Every calculation run, plan change and approval is logged, so any payout can be traced to the data and rules behind it.
Yes. Xoxoday runs incentives for large field sales teams across many plans and countries. For example, Mahindra Finance runs incentives for 20,000+ sales professionals.