# Commission Dashboard decision sheet

Worked example companion. Fictional scenario; no measured results.

Every payout total should be explainable through its records, rules, adjustments, and review state.

## How to use this sheet

Replace the example rules with your own. Keep each acceptance decision linked to its owner and evidence. Use the blank CSV to record your actual process; the example CSV contains teaching material.

| Situation to test | Expected behavior | Review and ownership |
| --- | --- | --- |
| Previously paid deal | Visible but excluded from payable total | Finance verifies payment status |
| Adjustment after preview | Preview becomes invalid | Reviewer prepares a new preview |
| Uncertain settlement | Hold further action | Finance reconciles the downstream result |

## Workflow

1. **Review credit** (Sales operations): Identify the deal, owner and effective rate.
2. **Calculate earnings** (Commission rules): Apply the agreed plan and adjustments.
3. **Prepare preview** (Finance reviewer): List unpaid records and the exact amount.
4. **Approve settlement** (Finance owner): Authorize payment through a separate process.

Exception: Changed records invalidate the preview. An uncertain settlement result must be reconciled before another attempt.

## Measurement

During a pilot, reconcile preview totals against an approved reference calculation and record unexplained differences. Track review time and correction frequency; this example reports no financial results.

## Limitations

- The sample uses fictional deals and a simplified commission calculation. It demonstrates review and adjustment, not the original settlement engine. No money is moved.
- Implementation depends on source data, access rules, and policies agreed with the responsible team.

Source page: https://www.opsautomators.com/work/commission-dashboard
Prepared September 16, 2026.