How do I create a steps commission plan?

Creating a Sales Goals commission plan

The Sales Goals method allows you to set sales goals for your staff members and incentivize them for reaching higher goals.

For example, you can set a 2% commission for sales up to $1000, then 3% on sales above that.
The sales goals commission, also called a "tiered" plan, gives your staff members the most incentive to increase sales and reach higher goals 📊

➡️ Go to the Sales and Commissions page.

➡️ Click on the Commission Plans button.



➡️ Сlick on the Create Plan button and choose Sales Goals Commission from the plan type selector.



➡️ In the commission configuration screen, choose a Name for your commission plan.

➡️ Configure the Sales goals

Configure ranges of total sales, where the commission percentage changes when the staff member reaches higher amounts of sales.

In the screenshot, the plan is configured to start applying commissions after $1,000 are reached in total sales with a 2% commission.
Then, when reaching $2,000 in total sales, a 3% commission will apply. After $3,000 in total sales, apply a 4% commission.



All sales goals in this plan are personal. Meaning a staff member needs to personally be attributed to sales in these amounts to be eligible for a commission. Also, commissions are calculated separately for each staff member.

➡️ Select which products will be eligible for this commission plan by marking the checkboxes next to the products.

Your products’ categories appear on the left side. When you select a category, click the checkbox on the top of the table to add the entire product line to the commission plan.



In some cases, the commissions screen shows USD '$' near the commission selector, however the commission will always be calculated in your store's default currency.

➡️ Choose the staff members that are eligible for this commission plan on the right side. Learn about assigning commission plans to staff.



Staff members can have multiple commission plans applied to them, so feel free to mix and match.

➡️ Choose more configuration options for the commission plan:



Calculation method:
Choose how commissions are calculated across different sales tiers. For example, with tiers set as:

- $1,000-$2,000: 2% commission
- $2,000-$3,000: 3% commission

You can select between two calculation methods:
Choose Multiple Rates to calculate each tier separately. Example: For $2,500 in sales, the staff member would earn 2% on the first $1,000-$2,000 which amounts to $20, and 3% on the remaining $500 which amounts to $15. The total commission in this case is $35

Choose Uniform Rates to apply the highest achieved tier's rate to all qualifying sales. In the example above, Example: For $2,500 in sales, calculate 3% of the entire $2,500 because it reached the second tier. The total commissions in this case is $75.

Discounts: When checked, calculate the eligible commission after deducting any applied discounts.

Choose your preferred time frame: Calculate the commission plan for flexible periods like weekly, bi-weekly or monthly time periods. Or, choose "Daily" to reset the commission targets every day.



Calculate commission value after applying discounts: When selected, commission percentages will be based on the product price after discounts.

Include POS Custom Orders with the following commission: Select a default percentage commission to apply when creating Custom Orders in Shopify POS. This is relevant when creating orders for items that are not part of your standard inventory and do not appear in the product picker above.

Automatically add new products to this commission plan with the following commission: When selected, new products added to Shopify will get this commission percentage. Otherwise, you'll have to manually configure a commission rate in this window for every new product.

Limit commission to time frame: Schedule this commission plan to start and stop on specific dates. Relevant for time-limited incentives, special holiday commission plans and more!

➡️ Click Save and you're ready to go.

Make sure all your staff members are assigned a commission plan for accurate compensation. If you're unsure how to do this, refer to our article: "How do I assign commission plans to staff members?"


If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Updated on: 25/11/2024