Crediting rules are the first step in the commissions process. They define what commissionable events occur, when they occur, and who gets credit for those events. Crediting rules are the data collection engine that feeds data into the commissions engine to determine compensation. When you create a crediting rule, you select a triggering entity (such as Opportunity, Payment, Invoice) from all entities defined within Fullcast. The entity determines which field data is fed into the crediting engine to calculate commissions. These crediting rules define the commissionable events that trigger the compensation plans.
Criteria for commissionable events
Define the rules for when an event becomes commissionable (for example, Opportunity Stage equals Closed Won, Opportunity Type equals New Business). This allows for varied scenarios like SDRs being paid on earlier stages or payments triggering commissions.
There are three core components with crediting rules:
Commissionable events: Defines the criteria for what the commissionable event is and when it triggers a commissions calculation.
Payee data: Specifies what individuals receive credit for the commissionable event. This does not determine how much commissions they receive, only the percentage of the total commissions amount they are credited.
Payee split: Determines how the credit is distributed between multiple individuals in the same role for the same commissions event. There are only two options for the split:
Overlay: Each individual is credited 100%.
Revenue: The total credit is split between individuals (for example, 60/40 between multiple AEs).
Executing crediting rules
Once a crediting rule is defined and activated, it will execute after every data import into Fullcast, following all other processes (such as territory reruns). The rule will identify matching records, extract relevant data, identify payees, and collect quota information, storing this prepared data in dedicated tables for commission calculation. Crediting rules can also be run ad-hoc.
Transactions tab
This tab will display the collected data from the crediting engine including deal ID, status, size, extracted field values, and payee information with split details for each opportunity. This serves as a staging environment where compensation administrators can review, validate, and if necessary, modify data before locking.