Month-End Close Runbook
Close a commission period with confidence: clear blockers, reconcile totals, and export a final view for payroll/finance.
When to use this
- You’re closing a month/quarter and need a repeatable checklist.
- You need to confirm the system is “ready” before you export results.
- You’re responding to questions like “are we done?” or “why did this change?”
Preconditions
- You have commission manage access.
- Integrations are connected and recent syncs are healthy (or you’ve decided to close on a snapshot).
- Plans and assignments for the period are correct (and any planned changes are approved).
Close checklist (Sales Ops admin)
- Pick a specific period and keep it consistent across all checks.
- Run a final sync (if required by your process), then confirm completion in Settings → Integrations → Logs and Notifications.
- Open Commission Status and clear exceptions:
- Waiting (missing gate evidence / missing required inputs)
- Failed (data/logic issues that prevent calculation)
- Frozen (state/permissions preventing edits)
- Spot-check a small set of known records:
- 3–5 deals across your most common plans (use Deal Calculation Transparency)
- 2–3 reps with high volume or atypical payouts
- Reconcile manager reports:
- Report by Sales Rep for rep-level totals
- Report by Currency if you operate in multiple currencies
- Export your close outputs and capture the evidence you’ll need for follow-ups (exports + a short notes trail).
How to verify you’re ready to close
- Commission Status shows no unexpected Waiting/Failed blockers for the period.
- Spot-check deals match the contract/CRM context (plan selection, anchor date, gates, effective inputs).
- Report totals reconcile to what you expect for the close window (and don’t change unexpectedly after the final recalculation).
What to capture (so follow-ups are fast)
- The period you closed and the export timestamp.
- Links (or IDs) for a few representative deals you spot-checked.
- Any known exceptions and the decision (and why) in the deal discussion thread.
Common issues
- Totals keep moving: a sync/recalc is still running, or a plan/assignment was updated after your export. Check Notifications and Integrations → Logs, then re-run reconciliation.
- Many deals are Waiting: pick the most common missing field/gate first, fix upstream mapping once, then re-run recalculation to validate the fix.
- Currency/report mismatches: confirm FX availability and which currency the report is using (org currency vs native currency).