Managing Commissions as an Admin in Pulse

Commission Management gives admins a full view of every rep's earnings, the ability to manage period states, handle unattributed payments, resolve disputes, and run the month-end process. It is the control centre for the commission workflow.

The five tabs in Commission Management

Overview

The Overview tab is the main workspace for managing payouts. Use the month selector to navigate between periods. For the selected month, every rep appears in a list with their revenue, GP (if in GP mode), active tier rate, commission total, and current period status.

Actions available per rep:

• Lock — available on Open periods. Freezes the period and notifies the rep that the figure is final.
• Unlock — available on Locked periods. Reverts to Open if a correction is needed before payment.
• Mark Paid — available on Locked periods. Records the external payout date and moves the period to Paid. The rep is notified by email and in-app.

Click any rep row to drill into their individual payment events for that period. From the drill-down panel, admins can also cancel an outstanding payment request directly without leaving the commission screen.

An amber warning banner appears at the top of the Overview if there are unattributed payments that have not been assigned to a rep yet. Deal with these before locking periods to ensure reps are credited for all qualifying revenue.

Disputes

The Disputes tab lists all rep disputes across the organisation. Filter by status: Open, Resolved, Dismissed, or All. Each dispute shows the rep's name, the period in question, the description they submitted, the disputed amount (if they entered one), and resolution notes.

To resolve a dispute, open it and choose Resolve or Dismiss. Add notes explaining the outcome — the rep sees these notes on their own dashboard. If an adjustment to the commission amount is genuinely needed, unlock the relevant period, correct the underlying data (payment attribution or cost data), and Pulse will recalculate on the next update.

Commission Tiers

The Tiers tab is where you define or update the tier schedule. Add rows for each revenue band with its minimum threshold, optional maximum, rate percentage, and label. Remove tiers you no longer need. Saving triggers an immediate recalculation of all open periods. A reminder banner explains the flat-rate (non-marginal) model so you can communicate it clearly to your reps.

Unattributed Payments

The Unattributed tab shows all paid payments (and outstanding standalone requests) that have no rep attributed to them. These are commission-eligible but sitting unclaimed. For each entry, select a rep from the dropdown and click Attribute. If the payment is already collected, commission is recorded immediately at that point using the original payment date — so it lands in the correct month's history. If the payment is not yet collected, commission will fire when the client pays.

Check this tab regularly, especially for payments where the client was added without going through the lead pipeline, or where an invoice was created by someone without rep attribution.

Settings

The Settings tab controls commission-wide configuration:

• Commission Basis — Revenue or Gross Profit. Switching modes recalculates all open periods immediately.
• Grace Period Days — how many days into a new month a PayFast payment can arrive and still be credited to the prior month's period (0 to 10 days).
• Auto-lock — automatically locks prior open periods when month-end runs.
• Month-End Maintenance — shows the last run timestamp and a button to run it. Running month-end locks prior open periods and seeds the current month's period rows for all reps.

GP mode and cost data

If your organisation runs GP mode, cost prices on invoice line items must be accurate. Lines with no cost price default to 100% margin, which inflates GP-based commission. When GP mode is active, Pulse shows a warning in Settings prompting a cost data review. A "Reprocess GP" action is available to backfill GP calculations on historical events if cost data was added retrospectively.