While HubSpot's commission tracking feature offers flexibility, user-friendliness, and seamless integration with other systems, implementing and maintaining an effective commission management process within HubSpot can be challenging in practice. Fortunately, there are workarounds that sales leaders can use to track and manage commissions. This blog covers two methods: Google Sheets + Superjoin and dedicated commission management software.

Commission tracking is a critical aspect of sales management, ensuring that your sales team is motivated and rewarded for their efforts. However, manual tracking can be error-prone and time-consuming. Automating this process within HubSpot can help your organization save time, reduce errors, and improve transparency. This guide will explore two primary methods to automate commission tracking in HubSpot: using Google Sheets with Superjoin and employing dedicated commission management software.

Benefits of Automating HubSpot Commission Tracking

• Accuracy and Reduced Errors: Manual commission tracking is prone to human errors. Automation ensures that calculations are accurate and consistent, minimizing discrepancies and disputes.
  
  

• Time Efficiency: Automating commission tracking saves valuable time for your finance and sales teams, allowing them to focus on more strategic tasks.
  
  

• Transparency: Automated systems provide clear and transparent records of commission calculations, which can be easily audited and reviewed.
  
  

• Motivation: Timely and accurate commission payments keep your sales team motivated, leading to better performance and higher revenue.

Method 1: Google Sheets + Superjoin

A. Installing Superjoin

1. Go to your Google Sheets account and access the Extensions menu.
   
   

2. Select "Add-ons" > “Get add-ons” to open the Google Workspace Marketplace.
   
   

3. Search for "Superjoin" and install the app.
   
   

Connect Superjoin to HubSpot:

Launch Superjoin from the Extensions > Add-ons option>Launch Superjoin.

Choose HubSpot from the list of available Connections.

Click on Connect: Click on Connect and follow the on-screen instructions to connect your HubSpot account to Google Sheets seamlessly.

Choose Data Objects: Select the specific data objects you wish to import from HubSpot, such as Deals data.

Customize Field Selection: Customize your data import by choosing which fields to include and preview your data visually before importing.

Initiate Import: Click on Import, and watch as your HubSpot data populates your Google spreadsheet instantly.

Set up a Schedule: Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule.

The data will be seamlessly imported into your Google Sheet.

B. Creating Reports and Dashboards

After importing the HubSpot commission data, we can proceed to optimize it to create a Google Sheets sales forecast template.

Assume the imported data from HubSpot is in columns A, B, C, and D:

• Column A: Amount

• Column B: Deal Owner First Name

• Column C: Deal Owner Last Name

• Column D: Close Date
  
  

Step 1: Create New Columns for Full Name and Quarter-Year

1. Create two new columns:
   
   

• Insert new columns E and F.

• Label column E as "Full Name" and column F as "Quarter-Year".
  
  

2. Combine First Name and Last Name:
   
   

• Click into the empty cell beneath "Full Name" (E3).

• Enter the formula: =B3 & " " & C3
  
  

• Press Enter and drag the fill handle (a small plus at the bottom-right corner of the cell) down to apply the formula to all rows in the column.
  
  

3. Create Quarter-Year:
   
   

• Click into the empty cell beneath "Quarter-Year" (F3).

• Enter the formula: =IF(AND(B3="",C3=""),,"Q" & INT((MONTH(D3)+2)/3) & "-" & YEAR(D3))
  
  

• Press Enter and drag the fill handle (a small plus at the bottom-right corner of the cell) down to apply the formula to all rows in the column.
  
  

Step 2: Create Quarterly Sales Commission Rates Table

Navigate to the worksheet:

Create a new sheet for your Quarterly Sales Commission Rates table by using the plus symbol at the left corner of the window.

Here is a table similar to the one you described:

Step 3: Set up the Quarterly Sales Commission Table:

1. Below the tiers table, create another table for the sales reps' commissions per quarter.
   
   

Step 4: Calculate Commissions Using Tiers

1. Formula for Commission Calculation:
   
   

• Click into the empty cell next to your first rep (e.g., B8 for John Smith under Q1 2023).
  
  

• Enter the following formula, which takes into account the tiers and calculates the commission accordingly:
  
  

=IFERROR(

    IF(

        OR($A8="", B$7=""),

        "",

        LET(

            sales_amount, SUMIFS('Hubspot Import'!$A$3:$A$7, 'Hubspot Import'!$E$3:$E$7, $A8, 'Hubspot Import'!$F$3:$F$7, B$7),

            tier_rate, IF(

                AND(sales_amount > $B$2, sales_amount <= $C$2), $D$2,

                IF(

                    AND(sales_amount > $B$3, sales_amount <= $C$3), $D$3,

                    IF(AND(sales_amount > $B$4, sales_amount <= $C$4), $D$4, 0)

                )

            ),

            sales_amount * tier_rate

        )

    )

)

• Press Enter and drag the fill handle (a small plus at the bottom-right corner of the cell) down to apply the formula to all rows in the column.
  
  

By following these steps, you have successfully created a commission tracking system in Google Sheets that includes tiered commission rates, automates calculations, and updates data daily from HubSpot. This setup will help you manage your sales commissions efficiently and accurately throughout the fiscal year.

Download Your Free Commission Tracking Template Here

Method 2: Dedicated Commission Management Software

Choosing the Right Software

When it comes to automating HubSpot commission tracking, dedicated commission management software can significantly streamline the process. These tools are designed to handle the complexities of commission calculations, tracking, and reporting, providing a seamless solution for sales teams. Here are some top options:

1. Commissionly

Commissionly is a sales commission management software designed to streamline the process of calculating and managing commissions for sales teams. 

Features:

• Customizable Commission Plans: Allows creation of complex commission structures tailored to specific business needs.
  
  

• Real-Time Tracking: Provides real-time updates and insights into sales performance and commission earnings.
  
  

• Integration Capabilities: Integrates with various CRM and ERP systems, including HubSpot.
  
  

• Automated Calculations: Automates commission calculations based on predefined rules and criteria.
  
  

• Reporting and Analytics: Generates detailed reports and analytics to monitor commission performance and trends.
  
  

Benefits:

• Accuracy: Reduces errors in commission calculations, ensuring accurate payouts.
  
  

• Efficiency: Saves time by automating manual processes and calculations.
  
  

• Transparency: Enhances transparency with real-time tracking and clear reporting.
  
  

• Scalability: Adapts to growing business needs with customizable commission plans.
  
  

Usage:

Commissionly is ideal for businesses looking to automate and streamline their commission-tracking processes. By integrating with HubSpot, it can automatically pull in sales data and apply commission rules, providing accurate and timely commission payouts.

2. ElevateHQ

ElevateHQ is a sales commission software designed to automate the calculation and management of sales commissions.

Features:

• Flexible Commission Structures: Supports various commission models, including tiered, flat, and split commissions.
  
  

• Real-Time Dashboards: Offers real-time dashboards for sales reps and managers to track performance and earnings.
  
  

• Goal Setting: Allows setting and tracking of sales targets and goals.
  
  

• Integrations: Seamlessly integrates with popular CRM systems like HubSpot.
  
  

• Automated Payouts: Automates commission payouts based on predefined criteria and rules.
  
  

Benefits:

• Motivation: Keeps sales teams motivated with clear visibility of targets and earnings.
  
  

• Customization: Offers flexibility to create and adjust commission plans as needed.
  
  

• Data-Driven Decisions: Provides actionable insights through detailed analytics and reports.
  
  

• Time Savings: Reduces administrative burden with automated calculations and payouts.
  
  

Usage:

ElevateHQ is perfect for companies aiming to enhance their HubSpot commission tracking and management. Its integration with HubSpot ensures that sales data flows seamlessly into the system, enabling accurate and efficient commission management.

3. Everstage

Everstage is a sales commission management software designed to streamline the process of calculating and managing commissions for sales teams.

Features:

• Real-Time Commission Insights: Provides real-time visibility into commission earnings and performance metrics.
  
  

• Configurable Commission Plans: Allows for the creation of customized commission structures to suit various business needs.
  
  

• Automated Workflows: Automates the entire commission process from calculation to payout.
  
  

• Comprehensive Reporting: Offers robust reporting tools to track and analyze commission data.
  
  

• Integrations: Integrates with CRM systems like HubSpot to streamline data flow.
  
  

Benefits:

• Increased Productivity: Automates commission processes, freeing up time for sales and finance teams.
  
  

• Enhanced Visibility: Gives sales reps and managers clear insights into commission earnings and targets.
  
  

• Accurate Calculations: Ensures precise commission calculations based on real-time data.
  
  

• Improved Compliance: Maintains compliance with commission policies and regulations through automated tracking and reporting.
  
  

Usage:

Everstage is suitable for businesses looking to improve the accuracy and efficiency of their commission management. Its integration with HubSpot ensures that sales data is automatically updated, making HubSpot commission tracking seamless and reliable.

Setting Up and Configuring the Software

Integrate with HubSpot:

• Follow the specific instructions for your chosen software to integrate it with HubSpot.
  
  

• Ensure that your HubSpot data, such as deals and contact information, is accurately synced with the commission software.

Define Commission Rules:

• Set up your commission rules within the software.
  
  

• This may include defining different commission rates for various sales roles, tiers based on sales performance, and other criteria.

Automate Calculations:

• Use the software’s automation features to calculate commissions based on your defined rules.
  
  

• Ensure that commissions are calculated accurately for every closed deal.

Generating Reports and Insights

Custom Reports:

• Use the software’s reporting features to generate detailed commission reports.
  
  

• Customize reports to include metrics such as total commissions by rep, payout history, and performance against targets.

Dashboard Integration:

• Many commission management tools offer dashboards for real-time tracking.
  
  

• Customize these dashboards or create your own dashboard to meet your organization’s needs and share them with relevant stakeholders.

Common Challenges and Solutions

Data Accuracy

Challenge: Ensuring data accuracy in automated commission calculations.

Solution: Regularly audit and validate data inputs and calculations. Use test scenarios to verify workflow logic.

Integration Issues

Challenge: Integrating HubSpot with third-party HubSpot commission tracking tools.

Solution: Work with integration specialists or use middleware solutions like Superjoin to bridge gaps.

User Adoption

Challenge: Getting your sales and finance teams to adopt the new automated system.

Solution: Provide comprehensive training and documentation. Highlight the benefits of the automated system.

Best Practices for Automated Hubspot Commission Tracking

• Keep It Simple: Start with simple automation rules and gradually introduce complexity as needed. This helps in easier management and troubleshooting.
  
  

• Regular Audits: Conduct regular audits of your Hubspot commission tracking system to ensure accuracy and address any discrepancies promptly.
  
  

• Clear Communication: Maintain clear communication with your sales team regarding how commissions are calculated and tracked. Provide access to transparent reports.
  
  

• Continuous Improvement: Regularly review and update your commission plans and automation workflows to adapt to changing business needs and ensure optimal performance.

Conclusion

Automating commission tracking in HubSpot can revolutionize your sales operations, enhancing accuracy, efficiency, and transparency. By leveraging tools like Google Sheets with Superjoin or dedicated commission management software, you can set up a robust system that ensures timely and accurate commission payments, keeping your sales team motivated and focused on driving revenue. Embrace the power of automation and take your commission tracking to the next level.

Say Goodbye to Tedious Data Exports! 🚀

Are you tired of the hassle of manually moving data from various tools into Google Sheets? Superjoin has a solution for you.

Superjoin is a Google Sheets add-on that automatically connects your favorite SaaS tools to your spreadsheets. It pulls data directly into Google Sheets, allowing you to create reports that update themselves without any manual work on your part.