Commission Tracker Template

Sales Commission Tracker Template for Sales Teams

The Sales Commission Tracker Template is a centralized, visual workspace built in Miro that helps sales teams and finance departments track deals, calculate commissions automatically, and monitor payment statuses in real-time. Designed for Sales Managers, Sales Team Leads, Sales Reps, and Finance teams in small to medium-sized businesses, this template replaces messy spreadsheets with an organized board featuring automatic commission calculations, clear status workflows, and complete transparency from deal close to payout. Built using Miro's frames, tables with formulas, and text boxes, it includes a tracking table, a payment status Kanban board, a summary dashboard, and detailed instructions. Perfect for SMBs with 5-50 sales reps looking to eliminate calculation errors, reduce payment delays, and give their team real-time visibility into earnings. A complete video guide walks you through setup and best practices.

Category Tags

• Sales & Revenue Operations

• Finance & Accounting

• Project Management

• Team Collaboration

• Dashboard & Reporting

Use Cases

• Commission Tracking

• Sales Management

• Payment Processing

• Revenue Operations

• Team Performance

• Financial Reporting

Industries

• SaaS & Technology

• B2B Sales

• Professional Services

• Small Business

• Startups

• Financial Services

Key Features (Bullet Points)

• Automatic commission calculation using Miro formulas

• Real-time payment status tracking with visual indicators

• Centralized table for all deal and commission data

• Kanban board for workflow visualization

• Summary dashboard with key metrics

• Built-in instructions and status legend

• Direct links to CRM deals and documentation

• Supports multiple commission structures (flat, tiered, product-based)

• Comment and mention features for collaboration

• Export capabilities for financial reporting

What's Included

✓ Commission Tracking Table with 9 columns ✓ Automatic calculation formulas ✓ Payment status workflow (4 statuses) ✓ Kanban board for deal progression ✓ Summary dashboard cards ✓ Instructions frame with legend ✓ Sample data for training ✓ Video tutorial guide

Miro Features Used

This template leverages multiple Miro features:

• Frames - Organized sections for structure

• Tables - Core tracking with sortable columns

• Formulas - Automatic commission calculations

• Text Boxes - Instructions and guidance

• Tags - Color-coded payment statuses

Template Preview Description

Section 1: Instructions & Key

Clear guidance on using the tracker with:

• Step-by-step filling instructions

• Status legend with color codes (🟢 Paid, 🔵 Approved, 🟡 Pending, 🔴 Issue)

• Best practices and pro tips

• Quick reference for commission rates

Section 2: Summary Dashboard

High-level metrics at a glance:

• Total commission pending

• Total paid this quarter

• Team target progress

• Approved but unpaid amount

Section 3: Commission Tracker Table

Main database with columns for:

• Order ID

• Sales Rep Name

• Client / Deal Name

• Deal Value

• Commission Rate (%)

• Commission Calculated (automatic formula)

• Close Date

• Payment Status (dropdown tags)

• Invoice / CRM Link

Section 4: Rep-Specific Kanban View

Visual workflow with three columns:

• Deal Closed (Pending approval)

• Approved for Payout

• Paid (Complete)

Each card shows rep name, deal amount, and customer.

How to Use This Template

Quick Start (5 Steps)

1. Duplicate the template to your Miro workspace

2. Customize commission rates in the reference section

3. Set up payment status tags to match your workflow

4. Train your team using the included instructions

5. Start tracking by adding your first deal

FAQs

Q: Does this automatically calculate commissions?

A: Yes! Built-in formulas multiply Deal Value × Commission Rate to show exact commission amounts. No manual math required.

Q: Can I customize commission rates?

A: Absolutely! Supports flat rates, tiered structures, product-based rates, and more. Add your rates to the reference section.

Q: How do I handle split commissions?

A: Create separate rows for each rep with their portion, or add a "Split %" column. Both approaches work well.

Q: Can this integrate with my CRM?

A: Yes, via hyperlinks! Add direct links to Salesforce, HubSpot, or any CRM in the documentation column.

Q: What if a deal is cancelled?

A: Change status to "Rejected/Issue," add a comment explaining why, and document the resolution.

Q: Is there a video tutorial?

A: Yes! A complete video guide shows setup, data entry, and best practices for team adoption.

Video Tutorial Available

Watch our step-by-step video guide that covers: → Template setup and customization → Entering your first commission → Using formulas and status workflow → Team collaboration features → Best practices for adoption

Get your team up and running in under 30 minutes with our comprehensive video tutorial.