Set up commissions and billing
What does this do for me?
Commission rules calculate earnings from attributed sales. The Billing page manages your subscription plan.Commission rules
Select Commissions in the sidebar.Create a commission rule
Under Create rule:- Enter a Name for the rule.
- Choose a Type:
- Fixed percent — Commission as basis points (500 basis points = 5%).
- Fixed amount — Commission as a whole cent amount.
- Goal bonus — A bonus paid once when attributed sales during the rule’s active dates meet a weekly sales goal.
- For Goal bonus rules, enter the Weekly sales goal (cents). The bonus is added once when attributed sales during the rule’s active dates meet this goal.
- Select Create rule.
View weekly summary
The Weekly summary table lists each team member’s attributed sales and calculated commission for the current 7-day window.Billing and plans
Select Billing in the sidebar.Available plans
- TeamCopilot Standard — $10/month, up to 10 active team members, 14-day free trial.
- TeamCopilot Growth — $50/month, up to 50 active team members, 14-day free trial.