How do I manage sales reps and commission in DigitBridge?

Whether you're building your sales team structure for the first time or refining your commission logic, DigitBridge provides a flexible framework for managing reps and incentives. Below is an overview of everything you can do with the sales rep and commission tools, organized in the order you’re most likely to need them.

1. Setup: Creating Sales Reps and Assigning Relationships

Start by getting your sales reps into the system and linking them to the customers they serve.

• How do I add a sales rep in DigitBridge?
  Add new sales reps and make sure they’re correctly categorized in the system.

• How do I assign a Sales Rep to a Customer?
  Assign customers to specific reps to ensure proper routing and commission tracking.

• How do I assign a commission % to a Customer?
  Set commission rates at the customer level for flexibility in how commissions are earned.

2. Setting Commission Rules

Commission in DigitBridge can be configured at multiple levels—sales rep, customer, and SKU. Here's how to control that logic:

• How do I assign a Commission % to a Sales Rep?
  Assign a default commission rate directly to the rep.

• How do I enable item-level commission settings?
  Toggle item-level commission functionality in ERP settings.

• How do I assign commission to SKUs?
  Set specific commission rates at the SKU level when item-level logic is enabled.

• How do I exclude SKUs from commission?
  Exclude individual SKUs from triggering commission altogether.

3. Understanding Commission Behavior

Once commission settings are in place, it’s helpful to understand how the system applies them based on priority.

• How is commission calculated in DigitBridge?
  A detailed explanation of the hierarchy and fallback logic the system uses when calculating commissions.

• Sales and Commission Terms and Concepts
  Helpful definitions for terms used throughout the sales rep and commission modules.

4. Reporting and Filtering by Rep

After setup, use these tools to filter sales activity by rep and report on earned commissions.

• How do I use the Sales Commission Report?
  A walkthrough of how to use the built-in report to track commissions over time.

• How do I filter by Sales Rep in reports and lists?
  See how to apply rep-based filters across DigitBridge for order and customer management.

• How do I create custom filters for sales reps?
  Create reusable filters for workflows or dashboards based on sales reps.