The Incentv workflow
From sales data
to clear commissions.
Set up your plan, calculate earnings, resolve questions, and prepare payroll in one workspace.
See it in the product demo01 · Set up
Your pay plan, ready to work.
Turn the way your team earns into clear rules. Use AI to help with setup, or configure everything yourself.
- Campaigns, roles, and pay rules in one place
- CSV and Excel imports with saved column mappings
- Member matching and sales classification
More on setup and imports
- Start with a sample
- Explore example sales and commissions before importing your own data.
- Keep control of the setup
- Review AI suggestions, edit rates manually, and check unmatched records during import.
Growth Sales
Campaign setup
“Reps earn 5% of each sale. Add a $500 bonus after 8 sales.”
- Sales rep commission
- 5% of revenue
- Milestone bonus
- 8 sales → $500
- Pay period
- Monthly
Review the suggested rules before your first calculation.
02 · Calculate
Complex rules. Clear results.
Calculate each person’s commission from the sales and rules in their campaign.
- Flat, percentage, per-unit, and tiered pay
- Manager overrides and shared sales credit
- Milestone bonuses and commission breakdowns
More on calculation rules
- Match the plan to the sale
- Apply rules by product or conditions, with incremental or retrospective tiers.
- Keep calculations current
- Recalculate an open period after sales, adjustments, or pay rules change. Review the updated report before closing.
Sam Wilson
September 2026 · Growth Sales
- Sales commission
- $1,600
- Milestone bonus
- +$500
- Chargeback
- −$200
- Reserve held
- −$240
- Net commission
- $1,660
8 sales · $32,000 revenue × 5% = $1,600
03 · Review
Know what needs your attention.
Bring pay questions and outstanding work into view before you finish the period.
- A work queue for requests, imports, and recalculations
- Per-sale breakdowns and adjustment reviews
- Chargeback matching and reserve balances
More on review and visibility
- Resolve pay questions in context
- Review adjustment requests alongside the calculation details and record the outcome.
- Follow recorded changes
- Filter recorded activity by actor, action, and date in the audit log. Access to campaign data follows each member’s permissions.
Needs attention
Your next actions across campaigns.
Growth Sales
September 2026 · calculations need updating
04 · Prepare payroll
A clear handoff to payroll.
Review the totals, close the period, and take your commission report into your payment process.
- Pay-period guidance from import to payment record
- Combined payroll reports across campaigns
- Exports and individual member pay stubs
More on payroll and payment records
- See the whole picture
- Group commissions by person, with campaign subtotals, bonuses, deductions, and reserves.
- Pay through your provider
- Export the report, process payments in your payroll system, and record payment in Incentv. Incentv does not transfer funds.
September pay report
Growth Sales · 5 members
- Gross commission
- $4,940
- Bonuses
- +$500
- Chargebacks
- −$260
- Reserves held
- −$570
- Net commission
- $4,610
Export your report. Process payments in your payroll system.
Keep goals in view
Track sales, revenue, or commission goals alongside the work that drives them.
Keep reps informed
Earnings, goals, and pay stubs in a mobile browser. No app download needed.
Reuse what works
Save import mappings and use the same campaign rules for the next period.
Planned capabilities
More of your sales workflow, connected.
Direct app connections, APIs, webhooks, and inventory workflows are on our roadmap. These capabilities are not live yet.
See your next commission period clearly.
Start with a sample campaign, then make the workflow your own.
No credit card required · Sample campaign included
See pricing for your team