One post tagged with "Commission Management"

async function calculateCommission(deal, repProfile) {
  const prompt = `
    Calculate commission for this deal:
    
    DEAL:
    - Company: ${deal.company}
    - ACV: $${deal.acv}
    - Type: ${deal.type} (New/Expansion/Renewal)
    - Products: ${deal.products.join(', ')}
    - Contract term: ${deal.termMonths} months
    - Close date: ${deal.closeDate}
    - Displaced competitor: ${deal.displacedCompetitor || 'None'}
    
    REP:
    - Name: ${repProfile.name}
    - Role: ${repProfile.role}
    - Quota: $${repProfile.quota}
    - YTD Closed: $${repProfile.ytdClosed}
    - Current attainment: ${repProfile.attainment}%
    
    OTHER PARTIES ON DEAL:
    ${deal.splits.map(s => `- ${s.name} (${s.role}): ${s.contribution}`).join('\n')}
    
    Show all calculations step by step.
  `;
  
  return await claude.calculate(prompt);
}

async function runMonthlyCommissions(month, year) {
  // Get all closed deals
  const deals = await crm.getClosedDeals({ month, year });
  
  // Get all rep profiles
  const reps = await getRepProfiles();
  
  // Calculate each deal
  const commissions = [];
  for (const deal of deals) {
    const calc = await calculateCommission(deal, reps[deal.ownerId]);
    commissions.push({
      deal: deal,
      calculation: calc,
      breakdown: parseBreakdown(calc)
    });
  }
  
  // Check for clawbacks
  const clawbacks = await checkClawbacks(month, year);
  
  // Generate report
  return {
    totalPayout: sum(commissions.map(c => c.breakdown.finalAmount)),
    byRep: groupByRep(commissions),
    clawbacks: clawbacks,
    flaggedForReview: commissions.filter(c => c.breakdown.hasFlags)
  };
}

async function repCommissionQuery(repId, question) {
  const repProfile = await getRepProfile(repId);
  const recentDeals = await getRecentDeals(repId);
  const commissionHistory = await getCommissionHistory(repId);
  
  const prompt = `
    A sales rep is asking about their commission.
    
    REP PROFILE:
    ${JSON.stringify(repProfile)}
    
    RECENT DEALS:
    ${JSON.stringify(recentDeals)}
    
    COMMISSION HISTORY (Last 3 months):
    ${JSON.stringify(commissionHistory)}
    
    QUESTION:
    ${question}
    
    Answer clearly, show relevant calculations, reference 
    specific deals and comp plan provisions.
  `;
  
  return await claude.answer(prompt);
}

async function modelPlanChange(proposedChange, historicalDeals) {
  const prompt = `
    We're considering this comp plan change:
    "${proposedChange}"
    
    Analyze the impact using last quarter's deals:
    ${JSON.stringify(historicalDeals)}
    
    Show:
    1. Total payout difference (old plan vs new)
    2. Impact per rep
    3. Which deal types are affected most
    4. Potential unintended consequences
    5. Recommendation
  `;
  
  return await claude.analyze(prompt);
}

async function processClawbacks() {
  // Find churned customers
  const churns = await crm.getChurns({ lookbackMonths: 12 });
  
  for (const churn of churns) {
    // Find original commission
    const originalCommission = await findCommission(churn.dealId);
    
    // Calculate clawback
    const monthsSinceDeal = monthsBetween(
      originalCommission.closeDate, 
      churn.churnDate
    );
    
    let clawbackRate;
    if (monthsSinceDeal <= 6) clawbackRate = 1.0;
    else if (monthsSinceDeal <= 12) clawbackRate = 0.5;
    else clawbackRate = 0;
    
    if (clawbackRate > 0) {
      await createClawback({
        repId: originalCommission.repId,
        dealId: churn.dealId,
        amount: originalCommission.amount * clawbackRate,
        reason: `Customer churned at ${monthsSinceDeal} months`
      });
    }
  }
}