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Excel Skills | Sales Commission Template

Instructions
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On
Onthis
thissheet:
sheet:
This template enables users to calculate sales commission for up to 5 levels of sales agents. Simply create a unique agent This
This sheet
sheet includes
includes detailed
detailed
code for each sales agent, specify the appropriate commission percentages, copy & paste the appropriate sales data into the instructions
template, link each sales transaction to an agent code and all the commission amounts are automatically calculated. The
instructions on
on setting
setting up
up and
and using
using
this template.
this template.
template also includes a unique commission report which can be compiled for any user defined date range.

The following sheets are included in the template:


Set-up - enter a business name and specify the appropriate sales tax percentage on this sheet.
Agents - create a unique agent code for each sales agent, specify the appropriate commission percentage for each of the 5
commission levels and link the agent code to the code of the agent that is directly above the agent in the commission
structure. The agent commission codes from level 3 to 5 are automatically determined based on the level 2 agent
commission code.
Sales - copy & paste all the relevant sales data onto this sheet. Only the columns with yellow column headings require user
input and you can add additional columns if required.
Commission - this sheet includes a commission report that can be compiled for any user defined date range. All the
calculations on this sheet are automated and the only user input that is required is to specify the appropriate date range for GET
which the commissions need to be calculated. GETFULL
FULL VERSION
VERSIONTO
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UNLOCK!
UNLOCK!
Set-up

The Set-up sheet includes input fields for the business name and the sales tax percentages. The business name is used as
a heading on all the sheets and the sales tax percentages are used to calculate the sales amounts excluding sales tax and
the commission amounts including sales tax.

Agents

A unique agent code needs to be created for each sales agent and the appropriate commission percentages need to be
entered on the Agents sheet. A sales tax code also needs to be selected for each agent and the agent needs to be linked to
the agent code of the sales agent who is directly above the agent in the commission structure.

Note: We recommend that you use an abbreviated version of the name of the agent as the agent code because it will make it
easier to identify the correct agent when selecting the appropriate agent code from the list box in column G on the Sales
sheet. For example, an agent code of ABC01 can be created for the agent "ABC Limited".

The following user input fields are included on the Agents sheet:
Code - enter a unique agent code in this column.
Agent Name - enter the name of the agent in this column.
Tax Code - select the appropriate tax code for the agent from the list box in this column. Tax codes of "A" or "B" should be
selected if sales tax should be added to the commission that is paid to the agent and a tax code of "E" should be selected if
no sales tax needs to be added to commission payments.
Com2Code - select the agent code of the agent that is directly above the agent in the commission structure. If there is no
agent above the agent in the commission structure, leave this column blank.
Com1% - enter the sales commission percentage that is applicable to all the products that are sold by the agent.
Com2% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are one level below the agent in the sales commission structure.
Com3% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are two levels below the agent in the sales commission structure.
Com4% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are three levels below the agent in the sales commission structure.
Com5% - enter the sales commission percentage that needs to be used in order to calculate the commission that is earned
by the agent on sales of agents that are four levels below the agent in the sales commission structure.

Note: Only the columns with a yellow column heading require user input - the columns with a light blue column heading
contain formulas that should be copied for all the new agent codes that are added to the sheet. The calculated columns
contain the following calculations:

Page 3 of 11
Excel Skills | Sales Commission Template
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Com3Code - the formula in this column determines the agent code of the agent that is two levels above the agent in the On
Onthis
thissheet:
sheet:
commission structure. The Com2Code that is selected in column D is used to determine this agent code and the commission This
percentage that is specified in the Com3% column will be used to calculate the sales commission that will be paid to this This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
agent.
this template.
this template.
Com4Code - the formula in this column determines the agent code of the agent that is three levels above the agent in the
commission structure. The Com3Code that is determined in column J is used to determine this agent code and the
commission percentage that is specified in the Com4% column will be used to calculate the sales commission that will be
paid to this agent.
Com5Code - the formula in this column determines the agent code of the agent that is four levels above the agent in the
commission structure. The Com4Code that is determined in column K is used to determine this agent code and the
commission percentage that is specified in the Com5% column will be used to calculate the sales commission that will be
paid to this agent.

EC - an error code of E1 will be displayed in this column if any of the agent codes that have been created in column A are
duplicated. The error code can be removed by simply deleting one of the rows that contain the duplicated sales agent code.

Note: All new agent codes must be added to the sheet in a continuous cell range otherwise all agent codes may not be
included in the list boxes in column G on the Sales sheet. There should therefore be no empty rows between the agent
codes that are added to this sheet.

It is important to note that only the commission percentages that are specified for an agent are used to determine the
commission that is earned by the particular agent. If an agent therefore earns commission on the sales of an agent that is
below the agent in the commission structure, it is the commission percentage that is specified next to the higher level agent
that is used for calculation purposes.

Example: Agent XXX01 is one level above agent YYY01 in the commission structure, the Com1% for both agents is 5%, the
Com2% for agent XXX01 is 1% and the Com2% for agent YYY01 is 3%. Agent YYY01 will earn 5% commission on all his
sales and agent XXX01 will earn 1% on the sales of agent YYY01. As you can see from this example, the commission
percentage that agent XXX01 will earn is determined by the Com2% this is specified for agent XXX01 and not the Com2%
that is specified for the agent who sells the products (agent YYY01). Also, if an agent that is directly below agent YYY01 in
the commission structure sells products, agent YYY01 will earn 3% commission on all of that agent's sales.

Note: We recommend that you also create a generic agent code which can be used for sales transactions where no
commission is payable to an agent. This agent code can then be selected from the list box in column G on the Sales sheet
when no commission should be calculated. Column G on the Sales sheet will then always contain an agent code even
though some transactions would not attract commission which makes it easier to determine whether an agent code has been
assigned to all sales transactions.

Note: All sales commission percentages should be entered exclusive of sales tax. The inclusive sales amounts that are
included on the Sales sheet are amended based on the tax codes that are specified on the Sales sheet in order to calculate
the exclusive sales amounts. The commission percentages (which exclude sales tax) are then multiplied by the exclusive
sales amounts in order to calculate the appropriate commission totals for each agent. Sales tax is then added to the
commission totals on the Commission sheet based on the sales tax code that has been specified for the appropriate agent
on the Agents sheet.

Sales Transactions

All sales transactions should be entered or copied onto the Sales sheet. The appropriate sales agent code then needs to be
selected from the list boxes in column G in order to allocate each sales transaction to a sales agent. All the sales commission
calculations on this sheet and the Commission sheet are automated.

Note: All the columns with a yellow column heading require user input and the columns with a light blue column heading
contain formulas that should be copied for all new sales transactions that are added to the Sales sheet.

Note: All new sales transactions must be added to the sheet in a continuous cell range otherwise all the transactions may not
be included in the commission calculations on the Commission sheet. There should therefore be no empty rows between the
sales transactions that are added to the Sales sheet.

Page 4 of 11
Excel Skills | Sales Commission Template
Instructions
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All the column headings contain a filter selection arrow - this feature indicates that the Filter feature has been applied to the On
Onthis
thissheet:
sheet:
sheet. This Excel feature is very useful when you need to filter the data on the sheet based on one of the filter criteria which This
This sheet
sheet includes
includes detailed
detailed
are available after clicking the selection arrow. The Filter feature can also be used to sort data based on a single column and instructions
includes a "Custom" filter option which enables you to specify a custom filter that needs to be applied to the data on the
instructions on
on setting
setting up
up and
and using
using
this template.
this template.
sheet.

Example: If you only want to display transactions for a particular month, you can filter the data based on the Invoice Date
column by specifying filter criteria which includes all transaction dates greater than or equal to the 1st day of the month and
less than or equal to the last day of the month. After reviewing the filtered data, simply select the "All" option in the filtered
column in order to remove the filter and to display all the transactions on the sheet.

You'll also notice that there are totals that are included in the cells above all the amount columns (formatted in italic). These
cells contain a Subtotal function which results in all filtered records being included in the total that is calculated. This means
that after filtering data, only the transactions that are displayed on the sheet are included in the calculation (column total). If
you therefore print the sheet while a filter is in effect, the totals above the column headings will be calculated accurately and
will only include the filtered transactions that have been printed.

The following user input fields are included on the Sales sheet:
Invoice Number - invoice numbers can be in any format and have no effect on commission calculations.
Invoice Date - the tax invoice dates should be included in column B - all commission calculations are based on the dates
that are included in this column.
Customer - the customer name or customer code can be included in this column but has no effect on commission
calculations.
Description - a description of the products or services to which the tax invoice relates can be included in this column but has
no effect on commission calculations.
Tax Inclusive Amount - the total invoice value inclusive of sales tax should be included in this column.

Tax Code - specify the appropriate sales tax code in column F. If the "A" or "B" tax codes are selected, the exclusive sales
amount in column H is calculated based on the sales tax percentage that is specified on the Set-up sheet. If the "E" tax code
is selected, no sales tax is calculated and the exclusive sales amount will be the same as the inclusive invoice amount. Note
that if your business is not registered for sales tax purposes, all transactions should be allocated to the "E" tax code.
Agent Code - select the appropriate agent code for each sales transaction in this column. A generic "no commission" agent
code should be selected for all transactions where commission is not applicable. Note that only agent codes that have been
created on the Agents sheet will be included in the list boxes in this column.

Note: Only the columns with a yellow column heading require user input - the columns with a light blue column heading
contain formulas that should be copied for all the new sales transactions that are added to the sheet. The calculated columns
contain the following calculations:

Exclusive Sales Amount - the amounts in this column are calculated based on the tax codes that are specified in column F.
If a tax code of "A" or "B" has been selected, sales tax (based on the sales tax percentage that is specified on the Set-up
sheet) is deducted from the inclusive amounts in column E. If a tax code of "E" is selected, the exclusive sales amounts will
be the same as the inclusive sales amounts.
Com1% - this commission percentage is looked up on the Agents sheet based on the agent code that has been selected in
column G.
Com1 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com1%.
Com2 Code - this agent code is lookup up on the Agents sheet based on the agent code in column G. This is the code of the
agent that is one level above the agent whose code is reflected in column G.
Com2% - this commission percentage is looked up on the Agents sheet based on the agent code in column K.
Com2 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com2%.
Com3 Code - this agent code is lookup up on the Agents sheet based on the agent code in column G. This is the code of the
agent that is two levels above the agent whose code is reflected in column G.
Com3% - this commission percentage is looked up on the Agents sheet based on the agent code in column N.
Com3 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com3%.
Com4 Code - this agent code is lookup up on the Agents sheet based on the agent code in column G. This is the code of the
agent that is three levels above the agent whose code is reflected in column G.
Com4% - this commission percentage is looked up on the Agents sheet based on the agent code in column Q.
Com4 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com4%.
Com5 Code - this agent code is lookup up on the Agents sheet based on the agent code in column G. This is the code of the
agent that is four levels above the agent whose code is reflected in column G.

Page 5 of 11
Excel Skills | Sales Commission Template
Instructions
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Com5% - this commission percentage is looked up on the Agents sheet based on the agent code in column T.
On
Onthis
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sheet:
Com5 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com5%.
This
This sheet
sheet includes
includes detailed
detailed
Total Commission - this column displays the sum of the all the commission amount columns.
instructions
instructions on
on setting
setting up
up and
and using
using
Total Com % - the total commission percentage is calculated by dividing the total commission amounts in the previous this template.
column by the exclusive sales amounts in column H. this template.

Sales Commission Report

The sales commission report on the Commission sheet is automatically calculated based on the sales transactions that are
included on the Sales sheet and the commission percentages that are included on the Agents sheet. The sales commission
report can be compiled for any date range by simply entering the appropriate "From" and "To" dates in cell E2 and G2
respectively.

The Com1 to Com5 columns include the totals per agent that have been calculated on the Sales sheet (Com1Amount to
Com5Amount columns). The sales tax codes in column C are looked up on the Agents sheet and determine whether sales
tax is added to the total commission amounts in order to arrive at an inclusive total. The sales tax amounts are based on the
sales tax percentage that is specified on the Set-up sheet.

Note: By default, only the first 30 agent codes are included on the Commission sheet. If you therefore create more than 30
agent codes on the Agents sheet, some of the codes may not be included on the Commission sheet. This can be rectified by
simply selecting the last row on the Commission sheet, copying the entire row and pasting the formulas into the required
number of additional rows. All sales agent codes will then be included in the report.

Note: We have added conditional formatting to the Code heading cell which will result in the heading being highlighted in red
if the number of agent codes on the Agents sheet is greater than the number of agent codes on the Commission sheet. If this
cell is therefore highlighted in red, it means that you need to add additional rows to the Commission sheet by copying the
formulas in the last row that is included on the report.

Template Settings

The functionality that has been included in this template uses data validation, conditional formatting and named cell ranges
in order to validate all user input and to produce the reports that form part of this template. Most of the formulas that are used
in this template are based on named cell ranges that include the first 1,000 rows on the Sales sheet. When the number of
transactions that you've recorded on the Sales sheet reaches this limit, you will therefore have to extend the default number
of rows in order to include all your transactions in the template calculations.

The named cell ranges can be extended by accessing the main Insert menu, selecting Name, and selecting Define in order
to open the Define Name dialog box. The calculations that include the transactions on the Sales sheet are all based on the
"Records" named range. This named cell range includes a default value of 1,000 - you can therefore extend the number of
invoices that are included in the template calculations by simply entering a new value for this named range and clicking the
OK button.

The data validation features that are used to validate user input on the Agents and Sales sheet have been implemented in
the first 100 and first 1,000 rows on each sheet respectively. Before you reach this limit, you can simply copy one of the
blank rows before row 100 or 1,000 and paste the cells in this row into the required number of rows. This action will copy all
the data validation features into the target cell range.

Help & Customization

If you experience any difficulty while using this template and you are not able to find the appropriate guidance in these
instructions, please e-mail us at support@excel-skills.com for assistance. This template has been designed with flexibility in
mind to ensure that it can be used in most business environments. If however you need an Excel based template that is
customized specifically for your business requirements, please e-mail our Support function and provide a brief explanation of
your requirements.

Page 6 of 11
Excel Skills | Sales Commission Template
Instructions
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© Copyright
On
Onthis
thissheet:
sheet:
This
This sheet
sheet includes
includes detailed
detailed
instructions
instructions on
on setting
setting up
up and
and using
using
This template remains the intellectual property of www.excel-skills.com and is protected by international copyright laws. Any
this template.
this template.
publication or distribution of this template outside the scope of the permitted use of the template is expressly prohibited. In
terms of the permitted use of this template, only the distribution of the template to persons within the same organisation as
the registered user or persons outside the organisation who can reasonably be expected to require access to the template
as a direct result of the use of the template by the registered user is allowed. Subsequent distribution of the template by
parties outside of the organisation is however expressly prohibited and represents an infringement of international copyright
laws.

Page 7 of 11
Example (Pty) Ltd
Set-up

Business Name Example (Pty) Ltd


A B
Sales Tax Percentage 15.0% 0.0%
On
On this
this sheet:
sheet:
Enter
Enter aa business
business namename and
and specify
specify the
the appropriate
appropriate sales
sales tax
tax
percentage
percentage on on this
this sheet.
sheet. The
The business
business name
name is
is used
used as
as aa
heading
heading onon all
all the
the sheets
sheets and
and the
the sales
sales tax
tax percentage
percentage isis
used
used toto calculate
calculate thethe exclusive
exclusive sales
sales amounts
amounts and
and the
the
inclusive
inclusive commission
commission amounts.
amounts.

Page 8 of 11
Example (Pty) Ltd
Sales Agent Set-up
© www.excel-skills.com
Code Agent Name Tax Code Com2 Code Com1% Com2% Com3% Com4% Com5% Com3 Code Com4 Code Com5 Code EC
ALL01 T Allen A FLE01 5.0% 2.5% 2.0% 1.5% 0.0% BUT01 JON01 - -
BUT01 G Butcher A JON01 5.0% 2.5% 2.0% 1.5% 0.0% - - - -
CLA01 K Clarke A JON01 5.0% 2.5% 2.0% 1.5% 0.0% - - - -
FLE01 P Fleming E BUT01 5.0% 2.5% 2.0% 1.5% 0.0% JON01 - - -
JON01 S Jones A 5.0% 3.0% 2.0% 1.5% 0.0% - - - -
MCM01 C McMillan E BUT01 5.0% 2.5% 2.0% 1.5% 0.0% JON01 - - -
PHI01 S Phillips A 5.0% 2.5% 2.0% 1.5% 0.0% - - - -
SMI01 B Smith E BUT01 5.0% 2.5% 2.0% 1.5% 0.0% JON01 - - -
STV01 Q Stevens E 5.0% 2.5% 2.0% 1.5% 0.0% - - - -
WEL01 B Welsh E MCM01 5.0% 2.5% 2.0% 1.5% 0.0% BUT01 JON01 - -
XXX01 No Commission E 0.0% 0.0% 0.0% 0.0% 0.0% - - - -

On
On this
this sheet:
sheet:
Create
Create aa unique
unique agent
agent code
code for
for each
each sales
sales agent,
agent, specify
specify the
the
appropriate
appropriate commission percentage for each of the 5 commission
commission percentage for each of the 5 commission
levels
levels and
and link
link the
the agent
agent code
code to
to the
the code
code of
of the
the agent
agent that
that is
is directly
directly
above
above the
the agent
agent inin the
the commission
commission structure.
structure. The
The agent
agent commission
commission
codes
codes from
from level
level 33 to
to 55 are
are automatically
automatically determined
determined based
based on on the
the
level 2 agent commission
level 2 agent commission code. code.

Page 9 of 11
Example (Pty) Ltd
Invoice Details
© www.excel-skills.com 402,385.00 357,092.17 16,505.48 5,885.77 3,170.59 1,524.53 - 27,086.37 7.6%
Invoice Tax Inclusive Exclusive Sales Total Total Com
Number Invoice Date Customer Description Amount Tax Code Agent Code Amount Com1% Com1 Amount Com2 Code Com2% Com2 Amount Com3 Code Com3% Com3 Amount Com4 Code Com4% Com4 Amount Com5 Code Com5% Com5 Amount Commission %
INV0001 3/15/2019 GP Accountants Stock Sales 11,400.00 A ALL01 9,913.04 5.0% 495.65 FLE01 2.5% 247.83 BUT01 2.0% 198.26 JON01 1.5% 148.70 - 0.0% - 1,090.43 11.0%
INV0002 3/22/2019 TRF Solutions Stock Sales 5,000.00 E XXX01 5,000.00 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0%
INV0003 4/8/2019 ABC Limited Stock Sales 15,000.00 E BUT01 15,000.00 5.0% 750.00 JON01 3.0% 450.00 - 0.0% - - 0.0% - - 0.0% - 1,200.00 8.0%
INV0004 4/17/2019 WC Financial Advisors Stock Sales 12,200.00 A CLA01 10,608.70 5.0% 530.43 JON01 3.0% 318.26 - 0.0% - - 0.0% - - 0.0% - 848.70 8.0%
INV0005 5/12/2019 XX Building Supplies Stock Sales 15,320.00 A FLE01 13,321.74 5.0% 666.09 BUT01 2.5% 333.04 JON01 2.0% 266.43 - 0.0% - - 0.0% - 1,265.57 9.5%
INV0006 5/27/2019 TRF Solutions Stock Sales 13,400.00 A JON01 11,652.17 5.0% 582.61 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 582.61 5.0%
INV0007 6/9/2019 WW Retail Stock Sales 4,500.00 A MCM01 3,913.04 5.0% 195.65 BUT01 2.5% 97.83 JON01 2.0% 78.26 - 0.0% - - 0.0% - 371.74 9.5%
INV0008 6/23/2019 DF Manufacturing On this
this sheet:
OnStock sheet:
Sales 22,520.00 A PHI01 19,582.61 5.0% 979.13 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 979.13 5.0%
Enter
Enter or
or copy
copyDF & paste
paste all
all the
&Manufacturing the relevant
relevant sales
sales data
data onto
onto this
this sheet
sheet and
and specify
specify the
theA
INV0009 7/18/2019 Stock Sales 32,000.00 SMI01 27,826.09 5.0% 1,391.30 BUT01 2.5% 695.65 JON01 2.0% 556.52 - 0.0% - - 0.0% - 2,643.48 9.5%
appropriate
appropriate sales
sales agent
agent codes
codes inin column
column G. G. Only
Only the
the columns
columns withwith yellow
yellow column
column
INV0010 7/26/2019require
Digicom
headings
headings require user
user input
input and youStock
and you can Salesadditional columns if22,000.00
can add
add additional columns if required. TheA
required. The STV01 19,130.43 5.0% 956.52 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 956.52 5.0%
INV0011 columns
columns with
with light
8/4/2019 FSblue
light blue column
Financial
column headings
Services
headings contain
Stock Sales formulas
contain formulas that
that should
should be
be copied
copied for
23,000.00 A all
for all ALL01 20,000.00 5.0% 1,000.00 FLE01 2.5% 500.00 BUT01 2.0% 400.00 JON01 1.5% 300.00 - 0.0% - 2,200.00 11.0%
INV0012 8/13/2019 new
new
PTY sales transactions
sales transactions
Consultants that
Stock are
thatSales added to the sheet.
are added to the sheet.12,000.00 A ALL01 10,434.78 5.0% 521.74 FLE01 2.5% 260.87 BUT01 2.0% 208.70 JON01 1.5% 156.52 - 0.0% - 1,147.83 11.0%
INV0013 9/9/2019 IT Solutions Stock Sales 18,000.00 E CLA01 18,000.00 5.0% 900.00 JON01 3.0% 540.00 - 0.0% - - 0.0% - - 0.0% - 1,440.00 8.0%
INV0014 9/29/2019 DF Manufacturing Stock Sales 13,500.00 A PHI01 11,739.13 5.0% 586.96 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 586.96 5.0%
INV0015 10/4/2019 GP Accountants Stock Sales 3,300.00 A BUT01 2,869.57 5.0% 143.48 JON01 3.0% 86.09 - 0.0% - - 0.0% - - 0.0% - 229.57 8.0%
INV0016 10/31/2019 CC Supplies Stock Sales 23,430.00 A XXX01 20,373.91 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0%
INV0017 11/5/2019 TRF Solutions Stock Sales 15,000.00 A STV01 13,043.48 5.0% 652.17 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 652.17 5.0%
INV0018 11/30/2019 ABC Limited Stock Sales 14,900.00 E ALL01 14,900.00 5.0% 745.00 FLE01 2.5% 372.50 BUT01 2.0% 298.00 JON01 1.5% 223.50 - 0.0% - 1,639.00 11.0%
INV0019 12/13/2019 EC Estate Agents Stock Sales 8,168.00 A MCM01 7,102.61 5.0% 355.13 BUT01 2.5% 177.57 JON01 2.0% 142.05 - 0.0% - - 0.0% - 674.75 9.5%
INV0020 12/26/2019 The Paint Shop Stock Sales 13,490.00 A ALL01 11,730.43 5.0% 586.52 FLE01 2.5% 293.26 BUT01 2.0% 234.61 JON01 1.5% 175.96 - 0.0% - 1,290.35 11.0%
INV0021 1/10/2020 PTY Consultants Stock Sales 18,000.00 A JON01 15,652.17 5.0% 782.61 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 782.61 5.0%
INV0022 1/21/2020 WW Retail Stock Sales 19,200.00 A JON01 16,695.65 5.0% 834.78 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 834.78 5.0%
INV0023 2/5/2020 XY Services Stock Sales 23,430.00 A WEL01 20,373.91 5.0% 1,018.70 MCM01 2.5% 509.35 BUT01 2.0% 407.48 JON01 1.5% 305.61 - 0.0% - 2,241.13 11.0%
INV0024 2/8/2020 WC Financial Advisors Stock Sales 3,200.00 A SMI01 2,782.61 5.0% 139.13 BUT01 2.5% 69.57 JON01 2.0% 55.65 - 0.0% - - 0.0% - 264.35 9.5%
INV0025 2/14/2020 WC Financial Advisors Stock Sales 2,240.00 E ALL01 2,240.00 5.0% 112.00 FLE01 2.5% 56.00 BUT01 2.0% 44.80 JON01 1.5% 33.60 - 0.0% - 246.40 11.0%
INV0026 2/16/2020 General Customer Code Stock Sales 16,987.00 A BUT01 14,771.30 5.0% 738.57 JON01 3.0% 443.14 - 0.0% - - 0.0% - - 0.0% - 1,181.70 8.0%
INV0027 2/18/2020 WC Financial Advisors Stock Sales 1,850.00 A XXX01 1,608.70 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0%
INV0028 2/21/2020 WC Financial Advisors Stock Sales 2,240.00 A MCM01 1,947.83 5.0% 97.39 BUT01 2.5% 48.70 JON01 2.0% 38.96 - 0.0% - - 0.0% - 185.04 9.5%
INV0029 2/26/2020 WC Financial Advisors Stock Sales 3,260.00 A CLA01 2,834.78 5.0% 141.74 JON01 3.0% 85.04 - 0.0% - - 0.0% - - 0.0% - 226.78 8.0%
INV0030 2/28/2020 CC Supplies Stock Sales 13,850.00 A ALL01 12,043.48 5.0% 602.17 FLE01 2.5% 301.09 BUT01 2.0% 240.87 JON01 1.5% 180.65 - 0.0% - 1,324.78 11.0%

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Example (Pty) Ltd
Sales Commission Report From: To:
© www.excel-skills.com 1/1/2000
16,505.48 5,885.77 3,170.59 1,524.53 - 27,086.37 2,861.01 29,947.38
Code Agent Name Tax Code Com1 Com2 Com3 Com4 Com5 Total Com Sales Tax Inclusive Total
ALL01 T Allen A 4,063.09 - - - - 4,063.09 609.46 4,672.55
BUT01 G Butcher A 1,632.04 1,422.35 2,032.71 - - 5,087.10 763.07 5,850.17
CLA01 K Clarke A 1,572.17 - - - - 1,572.17 235.83 1,808.00
FLE01 P Fleming E 666.09 2,031.54 - - - 2,697.63 - 2,697.63
JON01 S Jones A 2,200.00 1,922.53 1,137.88 1,524.53 - 6,784.94 1,017.74 7,802.69
MCM01 C McMillan E 648.17 509.35 - - - 1,157.52 - 1,157.52
PHI01 S Phillips A 1,566.09 - - - - 1,566.09 234.91 1,801.00
SMI01 B Smith E 1,530.43 - - - - 1,530.43 - 1,530.43
STV01 Q Stevens E 1,608.70 - - - - 1,608.70 - 1,608.70
WEL01 B Welsh E 1,018.70 - - - - 1,018.70 - 1,018.70
XXX01 No Commission E - - - - - - - -

On
On this
this sheet:
sheet:
This
This sheet
sheet includes
includes aa commission
commission report
report that
that can
can automatically
automatically be
be compiled
compiled for
for any
any user
user
defined
defined date
date range.
range. AllAll the
the calculations
calculations onon this
this sheet
sheet are
are automated
automated and
and the
the only
only user
user input
input
that
that is
is required
required isis to
to specify
specify thethe appropriate
appropriate datedate range
range for
for which
which the
the commissions
commissions need need toto be
be
calculated.
calculated. The
The report
report only
only includes
includes the
the first
first 30
30 sales
sales agent
agent codes
codes but
but you
you can
can add
add additional
additional
agents
agents by by simply
simply copying
copying the the formulas
formulas inin the
the last
last row
row and
and pasting
pasting them
them into
into the
the required
required
number
number of of additional
additional rows.
rows.

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