Guides

Commission tracking spreadsheet template: what to include

A commission spreadsheet needs the right columns to be trusted, and it breaks in a few known places. For a small team on a flat plan, a sheet is fine. It is free and quick. This guide covers what to put in it, where it falls apart, and when to move on. If you just want to run this month’s numbers without building a sheet, the free commission calculator does it with no signup.

The columns you need

Here is a template you can copy straight into a spreadsheet, one row per deal. The first six columns cover a flat plan. Add the rest only if your plan needs them.

ColumnWhat it holdsExample
Deal nameThe deal, so the row is traceableAcme renewal
RepWho earns on itSam
Close dateWhen the deal was won2026-03-04
Deal amountThe value commission is based on20,000
Commission rateThe rate for that deal5 percent
Commission earnedDeal amount times rate1,000
Paid dateWhen the client paid, for pay on collection2026-04-01
Amount paidHow much has come in so far10,000
Running totalThe rep’s total for the period so far, for tiers68,000
Split percentThis rep’s share of the deal, for splits50 percent
Second repThe other person on a splitAlex
ClawbackA reversal from an earlier period-500

Keep one row per deal. If a deal is split, give each rep their own row, so the shares are easy to check.

Where spreadsheets break

Three plan shapes are where a sheet turns fragile:

Pay on collection. Close date is a fixed number. Paid status changes all month, so the sheet is never finished. Every payment means going back in and updating rows, and a stale sheet pays on money that has not arrived. See how to pay commission on collection in HubSpot.

Tiers that span the target. When one deal takes a rep from below target to above it, you have to split that deal at the line, part at the base rate and part at the accelerator. The formula for that is fragile, and one reordered row breaks it. See how to calculate tiered commission.

Splits and clawbacks. Splits mean double-entry, and it is easy to end up with shares that do not add to 100. Clawbacks mean reaching back into a period you already closed and reversing a payment by hand, which is the step that gets forgotten.

When to stop using a spreadsheet

A few honest signs the sheet has run its course:

  1. The pay run takes hours. If you spend a morning rebuilding it every period, the time is now worth more than a tool.
  2. Reps argue with the number. If people do not trust a total they cannot follow, the sheet has stopped doing its main job.
  3. You have found a wrong cell more than once. One bad formula that paid the wrong amount is a warning.
  4. Your plan grew. The moment you added collection, tiers, splits, or clawbacks, the sheet started fighting you.

For where to go next, see the best commission tracking for HubSpot and can HubSpot calculate commissions.

Where Provikka fits

Provikka is for the point where the sheet stops working. It reads your HubSpot deals, applies your plan, including collection, tiers, splits, and clawbacks, and shows each rep the math so there is nothing to argue about. It is early and the waitlist is open.

Before that, the free commission calculator runs a real pay period for you, so you can see your numbers without a sheet at all. No signup.

Frequently asked questions

What columns should a commission spreadsheet have?
At a minimum: deal name, rep, close date, deal amount, commission rate, and commission earned. For real plans add paid date and amount paid (for pay on collection), a running total per rep (for tiers), split percentage and second rep (for splits), and a clawback column for reversals.
When does a commission spreadsheet stop working?
A spreadsheet is fine for a flat percentage on the close date. It breaks when you pay on collection (paid status keeps changing), run tiers (a single deal can span the target line), or handle splits and clawbacks (double-entry and reversals to past periods). Those are the points where the math gets fragile and slow.
Is a spreadsheet good enough for commission?
For a small team on a flat plan, yes. It is free and it works. The problem is time and trust: it eats hours each pay run, one wrong cell throws off the totals, and reps do not trust a number they cannot follow. Once your plan has collection, tiers, splits, or clawbacks, a tool is usually worth it.

Tired of the commission spreadsheet?

We are building Provikka to do this for you: connect your HubSpot, set up your plan, and show every rep the math. Join the waitlist to try it early.

Join the waitlist