Create commission periods to group and track transactions during a specified timeframe for the compensation plan.
Create commission periods
Go to Commissions > Compensation Plans.
Find and select a compensation plan you want to add commission periods to.
Click the Commission Periods tab.
Click Add.
Complete the following fields:
Note
Commission periods cannot overlap.
Field
Description
Name
Type a unique name for the commission period.
Start Date
Select the date you want the commission period to begin.
End Date
Select the end date for the commission period.
Click Save & Exit.