Commission statements by rep
“create a monthly commission statement for each rep: deals closed, commission rate and commission earned”
Create a monthly commission statement for each rep from Salesforce Opportunities and Salesforce Rep Commission Rates, showing deals closed, commission rate and commission earned.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
- FileSalesforce OpportunitiesCSV export · 19 rows
- FileSalesforce Rep Commission RatesCSV export · 8 rows
- StepMake owner keyStep 1
- StepMake rep keyStep 2
- JoinAdd rep commission rates19 of 19 paired
- StepSummarize monthly commissionsStep 4
- ResultMonthly Commission Statement10 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 10 rows came out, and the join paired 19 of 19 rows.
- Download Salesforce Opportunities sample (19 rows)Salesforce: Reports > Opportunities > Closed Won This Year > Export Details
- Download Salesforce Rep Commission Rates sample (8 rows)Salesforce: Reports > All Reports > Rep Commission Rates > Export Details
What you get back
The result of that run, the rows to look at first.
| Rep Name | Month | Deals closed | Closed deal amount | Commission Rate | Commission earned |
|---|---|---|---|---|---|
| Diego Mercer | 2026-09-01 | 1 | 7,200 | 0.1 | 576 |
| Ava Hart | 2026-10-01 | 2 | 20,900 | 0.1 | 1,254 |
| Ben Okafor | 2026-10-01 | 2 | 24,900 | 0.1 | 1,743 |
| Cara Nguyen | 2026-10-01 | 2 | 18,500 | 0.1 | 925 |
| Diego Mercer | 2026-10-01 | 2 | 36,900 | 0.1 | 2,952 |
| Elena Park | 2026-10-01 | 2 | 13,000 | 0.1 | 780 |
| Farah Iqbal | 2026-10-01 | 2 | 21,000 | 0.1 | 1,890 |
| Gavin Lowe | 2026-10-01 | 2 | 15,100 | 0.1 | 1,057.00 |
| Harper Quill | 2026-10-01 | 2 | 18,300 | 0.1 | 1,464 |
| Ben Okafor | 2026-11-01 | 1 | 8,800 | 0.1 | 616.00 |
How do you create a monthly commission statement for each rep?
Export your Salesforce opportunities and rep commission rates, then upload both files. Mammoth makes a rep key, adds the commission rates to each opportunity, and summarizes the monthly totals by rep. The result is a monthly commission statement with deals closed, commission rate, and commission earned.
How it works
How to use the Monthly Commission Statement workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Monthly Commission Statement: questions
Which Salesforce export should I use?
What happens if a row does not match a rep rate?
How do I change the rules?
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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