As we dive into June and the second half of the year approaches, there’s never been a better time to review and refine your commission processes. Whether you’re managing a growing team or simply want to reduce admin headaches, small improvements can drive big results. Commissionly makes it easier than ever to streamline how you track, report, and communicate commission data, without relying on complicated spreadsheets or scattered tools.
Here are three ways you can simplify and optimize your sales commission management this month.
1. Automate Report Delivery with “Send Report Now”
Manually scheduling reports or exporting PDFs takes time, especially when you’re juggling multiple stakeholders. Commissionly’s Send Report Now feature allows you to instantly generate and share real-time reports with just a few clicks.
Need to loop in a manager, finance lead, or regional head who isn’t registered in your system? No problem. You can create custom email lists and send reports directly to them, no extra user accounts needed.
Pro Tip: Set up an email list once, and reuse it for future reports, perfect for regular updates to non-system users.
2. Centralize Team Notes for Clearer Communication
No more scattered messages or forgotten instructions. With Commissionly’s Add Notes to System Users feature, you can easily store and access important details related to any team member.
Whether it’s a custom incentive, a performance flag, or a reminder for a future commission change, keeping notes tied to individual users ensures your team stays aligned and your data stays clean.
Notes are only visible to admins, keeping sensitive information secure and accessible when you need it most.
3. Save Time with Dashboard Shortcut Buttons
Efficiency isn’t just about big tools, it’s also about everyday time savers. Commissionly’s Shortcut Buttons on the dashboard let you jump straight to frequently used pages, eliminating unnecessary clicks and reducing friction in your workflow.
From quick access to reports, user profiles, or dashboards, these shortcuts are fully customizable based on what’s most important to you.
Think of them as your personal commission command center, fast, intuitive, and fully under your control.
Smarter Tools = Better Results
The end of Q2 is a great time to optimize your systems and free up space for the work that matters, like motivating your sales team and growing your business. With features designed for ease, automation, and clarity, Commissionly takes the guesswork out of commission tracking.
Need help setting up any of these features?
We’re here to help. Book a free demo or support session and see how to make the most of your setup.