Commission paid in the month a payment lands. Accelerator paid once the deal's close quarter ends, then alongside future payments.
FromTo
Select a period above
Import
One click to pull everything, or upload files manually below. Safe to re-run any time.
Sync Everything
Pulls all deals from HubSpot and all invoices & payments from Xero + QuickBooks — no file uploads. Calculates automatically when it finishes.
Or import files manually
Pulls just HubSpot deals by API. Run Calculate afterwards.
HubSpot Deals — CSV fallback
Only needed if the API sync is unavailable. Commission Calculator Data report, all regions, all columns
Click to upload CSV
QuickBooks
QB United States
Inbox Booths LLC, Invoices and Received Payments
Click to upload CSV
QB Canada
Inbox Design Inc., Invoices and Received Payments
Click to upload CSV
Xero
Xero UK
Account Transactions report. Customise the layout to include the Invoice Number column.
Click to upload XLSX
Xero AUS
Account Transactions report. Customise the layout to include the Invoice Number column.
Click to upload XLSX
Calculate Commission
Run after every import. Rebuilds all attainment and commission lines from scratch.
Admin
Set exchange rates, match unlinked invoices, review data quality and payout history.
Exchange Rates
Rates are USD per 1 unit of each currency and apply from their effective date until the next one. Add a past date to fix history, today's date for the current rate, or a future date to set one going forward. Payouts convert at the rate in effect on each payment's date. USD is the base and is always 1.
Currency
Effective from
Rate · 1 unit = ? USD
Click Refresh to load
Unlinked Invoices
Paid invoices not yet attached to a HubSpot deal. Link them and the next Calculate will include them.
Click Refresh to load
Missing Booth Items
Click Load to check
Payout History
Click Load to view
Accelerators
Everything each rep closed (booth revenue) in the window, and the accelerator it earns them (booth × their quarterly tier rate). By deal close date.
FromTo
Select a period above
CAM Partnerships
Every deal each CAM earned their 25% partnership share on, by payment date. For channel sign-off and KPI recognition.