Excel Skills | Sales Commission Template

About this template

This template enables users to calculate sales commission for up to 5 levels of sales agents. Simply create a unique ag
specify the appropriate commission percentages, copy & paste the appropriate sales data into the template, link each
code and all the commission amounts are automatically calculated. The template also includes a unique commission re
any user defined date range.
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es agents. Simply create a unique agent code for each sales agent,
ales data into the template, link each sales transaction to an agent
lso includes a unique commission report which can be compiled for

ware solutions than regular Excel templates. Most Excel templates

eports based on limited user input. You also don't need advanced
input and include comprehensive step by step instructions.

created this sample to enable customers to view the layout and

emplate - the full version of the template can only be downloaded

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k here click here
Excel Skills | Sales Commission Template
Instructions
www.excel-skills.com

On this sheet:
This template enables users to calculate sales commission for up to 5 levels of sales agents. Simply create a unique agent This sheet includes detailed
code for each sales agent, specify the appropriate commission percentages, copy & paste the appropriate sales data into the instructions on setting up and using
template, link each sales transaction to an agent code and all the commission amounts are automatically calculated. The 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.
This is the only protected
Sales - copy & paste all the relevant sales data onto this sheet. Only the columns with yellow column headings require user sheet in the full version of
input and you can add additional columns if required. the template!
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
which the commissions need to be calculated.

Set-up

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

Note: If the sales tax percentage needs to be amended, you will have to copy all the calculated amounts in column H on the
Sales sheet and paste the appropriate cells as values before amending the sales tax percentage on the Set-up sheet. If you
don't paste all these cells as values, all the exclusive sales amounts on the Sales sheet will be calculated based on the new
sales tax percentage.

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. A tax code of "A" 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.

Page 3 of 11
Excel Skills | Sales Commission Template
Instructions
www.excel-skills.com

Note: Only the columns with a yellow column heading require user input - the columns with a light blue column heading
On this sheet:
contain formulas that should be copied for all the new agent codes that are added to the sheet. The calculated columns
This sheet includes detailed
contain the following calculations:
instructions on setting up and using
this template.
Com3Code - the formula in this column determines the agent code of the agent that is two levels above the agent in the
commission structure. The Com2Code that is selected in column D is used to determine this agent code and the commission
percentage that is specified in the Com3% column will be used to calculate the sales commission that will be paid to this
agent.
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.

Page 4 of 11
Excel Skills | Sales Commission Template
Instructions
www.excel-skills.com

Note: All new sales transactions must be added to the sheet in a continuous cell range otherwise all the transactions may not
On this sheet:
be included in the commission calculations on the Commission sheet. There should therefore be no empty rows between the
This sheet includes detailed
sales transactions that are added to the Sales sheet.
instructions on setting up and using
this template.
All the column headings contain a filter selection arrow - this feature indicates that the Filter feature has been applied to the
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
are available after clicking the selection arrow. The Filter feature can also be used to sort data based on a single column and
includes a "Custom" filter option which enables you to specify a custom filter that needs to be applied to the data on the
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" tax code is 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" 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.

Page 5 of 11
Excel Skills | Sales Commission Template
Instructions
www.excel-skills.com

Com4% - this commission percentage is looked up on the Agents sheet based on the agent code in column Q.
On this sheet:
Com4 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com4%.
This sheet includes detailed
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
instructions on setting up and using
the agent that is four levels above the agent whose code is reflected in column G.
this template.
Com5% - this commission percentage is looked up on the Agents sheet based on the agent code in column T.
Com5 Amount - this amount is calculated by multiplying the exclusive sales amount in column H by the Com5%.
Total Commission - this column displays the sum of the all the commission amount columns.
Total Com % - the total commission percentage is calculated by dividing the total commission amounts in the previous
column by the exclusive sales amounts in column H.

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
www.excel-skills.com

© Copyright
On this sheet:
This sheet includes detailed
instructions on setting up and using
This template remains the intellectual property of www.excel-skills.com and is protected by international copyright laws. Any
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

Sales Tax Percentage 14.0%

On this sheet:
Enter a business name and specify the appropriate sales tax
percentage on this sheet. The business name is used as a
heading on all the sheets and the sales tax percentage is
used to calculate the exclusive sales amounts and the
inclusive commission 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 this sheet:
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.

Page 9 of 11
Example (Pty) Ltd
Invoice Details
© www.excel-skills.com 402,385.00 359,740.88 16,628.27 5,924.96 3,195.40 1,535.65 - 27,284.28 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 3/15/2015 GP Accountants Stock Sales 11,400.00 A ALL01 10,000.00 5.0% 500.00 FLE01 2.5% 250.00 BUT01 2.0% 200.00 JON01 1.5% 150.00 - 0.0% - 1,100.00 11.0%
INV0002 3/22/2015 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 4/8/2015 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 4/17/2015 WC Financial Advisors Stock Sales 12,200.00 A CLA01 10,701.75 5.0% 535.09 JON01 3.0% 321.05 - 0.0% - - 0.0% - - 0.0% - 856.14 8.0%
INV0005 5/12/2015 XX Building Supplies Stock Sales 15,320.00 A FLE01 13,438.60 5.0% 671.93 BUT01 2.5% 335.96 JON01 2.0% 268.77 - 0.0% - - 0.0% - 1,276.67 9.5%
INV0006 5/27/2015 TRF Solutions Stock Sales 13,400.00 A JON01 11,754.39 5.0% 587.72 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 587.72 5.0%
INV0007 6/9/2015 WW Retail Stock Sales 4,500.00 A MCM01 3,947.37 5.0% 197.37 BUT01 2.5% 98.68 JON01 2.0% 78.95 - 0.0% - - 0.0% - 375.00 9.5%
INV0008 6/23/2015 DF Manufacturing OnStock
this sheet:
Sales 22,520.00 A PHI01 19,754.39 5.0% 987.72 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 987.72 5.0%
Enter or copy & paste all the relevant sales data onto this sheet and specify the
INV0009 7/18/2015 DF Manufacturing Stock Sales 32,000.00 A SMI01 28,070.18 5.0% 1,403.51 BUT01 2.5% 701.75 JON01 2.0% 561.40 - 0.0% - - 0.0% - 2,666.67 9.5%
appropriate sales agent codes in column G. Only the columns with yellow column
INV0010 7/26/2015require
headings Digicom
user input and you Stock Salesadditional columns if22,000.00
can add required. TheA STV01 19,298.25 5.0% 964.91 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 964.91 5.0%
INV0011 columns with light
8/4/2015 FSblue column
Financial headings
Services contain
Stock Sales formulas that should be copied for
23,000.00 A all ALL01 20,175.44 5.0% 1,008.77 FLE01 2.5% 504.39 BUT01 2.0% 403.51 JON01 1.5% 302.63 - 0.0% - 2,219.30 11.0%
INV0012 8/13/2015 new
PTY sales transactions
Consultants thatSales
Stock are added to the sheet. 12,000.00 A ALL01 10,526.32 5.0% 526.32 FLE01 2.5% 263.16 BUT01 2.0% 210.53 JON01 1.5% 157.89 - 0.0% - 1,157.89 11.0%
INV0013 9/9/2015 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 9/29/2015 DF Manufacturing Stock Sales 13,500.00 A PHI01 11,842.11 5.0% 592.11 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 592.11 5.0%
INV0015 10/4/2015 GP Accountants Stock Sales 3,300.00 A BUT01 2,894.74 5.0% 144.74 JON01 3.0% 86.84 - 0.0% - - 0.0% - - 0.0% - 231.58 8.0%
INV0016 10/31/2015 CC Supplies Stock Sales 23,430.00 A XXX01 20,552.63 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0%
INV0017 11/5/2015 TRF Solutions Stock Sales 15,000.00 A STV01 13,157.89 5.0% 657.89 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 657.89 5.0%
INV0018 11/30/2015 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 12/13/2015 EC Estate Agents Stock Sales 8,168.00 A MCM01 7,164.91 5.0% 358.25 BUT01 2.5% 179.12 JON01 2.0% 143.30 - 0.0% - - 0.0% - 680.67 9.5%
INV0020 12/26/2015 The Paint Shop Stock Sales 13,490.00 A ALL01 11,833.33 5.0% 591.67 FLE01 2.5% 295.83 BUT01 2.0% 236.67 JON01 1.5% 177.50 - 0.0% - 1,301.67 11.0%
INV0021 1/10/2016 PTY Consultants Stock Sales 18,000.00 A JON01 15,789.47 5.0% 789.47 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 789.47 5.0%
INV0022 1/21/2016 WW Retail Stock Sales 19,200.00 A JON01 16,842.11 5.0% 842.11 - 0.0% - - 0.0% - - 0.0% - - 0.0% - 842.11 5.0%
INV0023 2/5/2016 XY Services Stock Sales 23,430.00 A WEL01 20,552.63 5.0% 1,027.63 MCM01 2.5% 513.82 BUT01 2.0% 411.05 JON01 1.5% 308.29 - 0.0% - 2,260.79 11.0%
INV0024 2/8/2016 WC Financial Advisors Stock Sales 3,200.00 A SMI01 2,807.02 5.0% 140.35 BUT01 2.5% 70.18 JON01 2.0% 56.14 - 0.0% - - 0.0% - 266.67 9.5%
INV0025 2/14/2016 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 2/16/2016 General Customer Code Stock Sales 16,987.00 A BUT01 14,900.88 5.0% 745.04 JON01 3.0% 447.03 - 0.0% - - 0.0% - - 0.0% - 1,192.07 8.0%
INV0027 2/18/2016 WC Financial Advisors Stock Sales 1,850.00 A XXX01 1,622.81 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0% - - 0.0%
INV0028 2/21/2016 WC Financial Advisors Stock Sales 2,240.00 A MCM01 1,964.91 5.0% 98.25 BUT01 2.5% 49.12 JON01 2.0% 39.30 - 0.0% - - 0.0% - 186.67 9.5%
INV0029 2/26/2016 WC Financial Advisors Stock Sales 3,260.00 A CLA01 2,859.65 5.0% 142.98 JON01 3.0% 85.79 - 0.0% - - 0.0% - - 0.0% - 228.77 8.0%
INV0030 2/28/2016 CC Supplies Stock Sales 13,850.00 A ALL01 12,149.12 5.0% 607.46 FLE01 2.5% 303.73 BUT01 2.0% 242.98 JON01 1.5% 182.24 - 0.0% - 1,336.40 11.0%

Page 10 of 11
Example (Pty) Ltd
Sales Commission Report From: To:
© www.excel-skills.com 1/1/2000
16,628.27 5,924.96 3,195.40 1,535.65 - 27,284.28 2,688.67 29,972.94
Code Agent Name Tax Code Com1 Com2 Com3 Com4 Com5 Total Com Sales Tax Inclusive Total
ALL01 T Allen A 4,091.21 - - - - 4,091.21 572.77 4,663.98
BUT01 G Butcher A 1,639.78 1,434.82 2,047.54 - - 5,122.14 717.10 5,839.24
CLA01 K Clarke A 1,578.07 - - - - 1,578.07 220.93 1,799.00
FLE01 P Fleming E 671.93 2,045.61 - - - 2,717.54 - 2,717.54
JON01 S Jones A 2,219.30 1,930.71 1,147.86 1,535.65 - 6,833.52 956.69 7,790.21
MCM01 C McMillan E 653.86 513.82 - - - 1,167.68 - 1,167.68
PHI01 S Phillips A 1,579.82 - - - - 1,579.82 221.18 1,801.00
SMI01 B Smith E 1,543.86 - - - - 1,543.86 - 1,543.86
STV01 Q Stevens E 1,622.81 - - - - 1,622.81 - 1,622.81
WEL01 B Welsh E 1,027.63 - - - - 1,027.63 - 1,027.63
XXX01 No Commission E - - - - - - - -

On this sheet:
This sheet includes a commission report that can automatically 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 which the commissions need to be
calculated. The report only includes the first 30 sales agent codes but you can add additional
agents by simply copying the formulas in the last row and pasting them into the required
number of additional rows.

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