Sales Agent Integration in Dash SaaS

Sales Agent Dashboard

• The Sales Agent Dashboard provides an overview of agent performance, commissions, and territory distribution at a glance.
• The Sales Agent Dashboard provides a comprehensive overview of sales operations. At the top, four metric cards display: Total Agents (total count with active agents), Total Customers (active customer count), Total Territories (number of sales regions), and Total Commissions (total and pending amounts).
• The Agent Performance & Commission Trends Horizontal bar chart tracking commission performance across multiple agents by name, visualizes, and compares agent performance over time, with commission data.
• The Territory Distribution donut chart shows agent allocation by territory with counts included territory North America East, North America West, Europe Central, the United Kingdom London, and Canada Ontario.
• The Recent Agents panel lists newly added agents with name, agent code, Employment status (Active), and joining date.
• Use this dashboard to monitor agent activity, track commission trends, analyze territory coverage, and quickly access recently added agents.

Manage Sales Territories

• To create a sales territory, go to the Sales Territories page and click the “Create” button located at the top-right corner. Fill in the recruiter details, including a unique Territory Code and Territory Name.
• Then, add the geographical information such as Region, Country, State, City, and Postal Codes. You can also include an optional Description. Finally, set the Status of the territory by selecting either “Active” or “Inactive” from the dropdown menu.
• The list page shows all territories with columns for Territory Code, Territory Name, Region, City, Status, and Actions. And Appy filter enter the Region, or Status filter using the dropdown(Active or Inactive). Click Apply to activate filters or Clear to remove them.
• Use the Search bar to find specific territories, and toggle between list view and grid view using the view buttons. The Actions column includes View to see territory details, Edit to modify the territory, and Delete to remove it permanently.

Manage Commission Plans

• To create a new commission plan, click the “Create” button at the top-right corner of the Manage Commission Plans page. Enter the Plan Name and unique Plan Code, select the Plan Type from the dropdown:
• Percentage: Commission calculated as a percentage of the sale amount
• Fixed: Commission remains constant regardless of sale value
• Tiered: Progressive rates based on sale brackets – allows configuration of multiple tiers
• Hybrid: A Combination of fixed and percentage-based calculation
• Select the calculation method from the dropdown (Net Sales, Profit Margin, Gross sales), and choose the payment frequency (Monthly, Quarterly, yearly). Enter the base percentage, minimum amount, and maximum amount. Set the effective from date and optionally set the effective to date, select the status from the dropdown (Active or Inactive).
• For Tiered or Hybrid plan types, configure multiple tiers in the Commission Tiers section by clicking the “Create” button. For each tier, enter the tier level, min amount, max amount, and commission rate (%). Add multiple tiers as needed to create progressive commission structures.

Plan Types Explained:

• Percentage Plan: Commission = Sales Amount × Base Percentage
  Example: 5% on $10,000 sale = $500
  
• Fixed Plan: Commission = Fixed Amount (regardless of sale size)
  Example: $100 per sale
  
• Tiered Plan: Different rates for different sales ranges
  Example: $0-$5,000: 3%, $5,001-$10,000: 5%, $10,001+: 7%
  
• Hybrid Plan: Base percentage + tier bonuses
  Example: 3% base + tier bonus based on sale amount
  

To add commission tiers (for tiered/hybrid plans only):

• Click the “Add Tier” button within the commission plan form. Enter Tier Level, Set Min Amount,  Set Max Amount, Enter Commission Rate, and Enter Fixed Amount.Click “Save Tier” to add it to the plan.

Example Tier Structure: Tier 1: $0 – $5,000 = 3%, Tier 2: $5,001 – $10,000 = 5%, Tier 3: $10,001 – $20,000 = 7%, Tier 4: $20,001+ = 10%.

• The list page shows all commission plans in a table with columns for Plan Name, Plan Code, Plan Type (Percentage, Fixed, Tiered, or Hybrid), Calculation Method (Gross Sales, Net Sales, or Profit Margin), Payment Frequency (Monthly, Quarterly, Yearly), Status (Active or Inactive), and Actions.
• Use the Search bar to find specific commission plans, and apply filters using the Plan Type dropdown (Filter by plan type) and Status dropdown (Filter by status). Click Apply to activate filters or Clear to remove them. Toggle between list view and grid view using the view buttons.
• Available actions in the Actions column include: View to see commission plan details, Edit to modify the commission plan, and Delete to remove the commission plan permanently. 

Manage Sales Agents

• To register a new sales agent, click the “Create” button at the top-right corner of the Manage Sales Agents page. In the form that opens, start by selecting a User from the dropdown (populated from the user management).
• Choose the Agent Type from the dropdown (Internal, External, freelance) and Employment Status from the dropdown (Active, Inactive, suspended, Terminated).
• Set the Joining Date and Termination Date. Select Territory from the drop-down (generated from the sales territory section) and choose Commission Plan from the drop-down (populated from the commission section). Then enter the Monthly Target Amount and Yearly Target Amount. Add contact details: Contact Number and Emergency Contact.
• Fill in address fields: Street Address, City, State, Country, and Zip Code. Enter bank details: Bank Name, Account Holder Name, Account Number, and Routing Number. Add optional Notes if needed.
• The list page shows all sales agents in a table with columns for User (agent name with avatar), Agent Code (The system automatically generates a unique Agent Code), Agent Type (Internal, External, or Freelance), Status (Active, Inactive, Terminated, or Suspended), Territory, Joining Date, and Actions.
• Use the Search bar to find specific agents, and apply filters using the Agent Type dropdown (Filter by agent type) and Employment Status dropdown (Filter by status). Click Apply to activate filters or Clear to remove them. Toggle between list view and grid view using the view buttons.
• With the help of the Actions column, include View to see agent details, Edit to modify the agent, and Delete to remove the agent permanently.

Sales Agent Customers

• To add a customer to a sales agent, click the “Create” button at the top-right corner of the Manage Sales Agent Customers page.
• Fill in the required information, including selecting a Sales Agent from the dropdown (populated from the Sales Agent section), and then choose a Customer from the dropdown (generated from the Customer). Set the Assigned Date, and select the Status from the dropdown (Active, Inactive).

Important: One customer can only be assigned to one active agent at a time.

• The list page shows all customer assignments in a table with columns for Sales Agent, Customer, Assigned Date, Status, and Actions. Use the Search bar to find specific assignments by entering agent or customer names.
• Apply filters using the Status dropdown (Filter by Status). Click Apply to activate filters or Clear to remove them.
• Available actions in the Actions column include: View to see assignment details, Edit to modify the assignment, and Delete to remove the assignment permanently.

Manage Sales Targets

• To create a sales target, click the “Create” button at the top-right corner of the Sales Targets page. Select Sales Agent from the dropdown (generated from the sales agent section).
• Choose target type from the dropdown (Monthly, Quarterly, or Yearly), set start date, and end date, enter the target amount, or target Achieved amount, and set the status from the dropdown (Active, Completed, or Cancelled).
• The list page shows all sales targets with columns for Sales Agent, Target type, Period, Target Amount, Achieved, Progress, Status, and Actions.
• The amount achieved in the invoice will be added, and this amount will be added to the target amount. According to this amount calculation, progress will be shown.
• Use the Search bar to find specific targets, and apply filters using the Target Type dropdown and Status dropdown. Click Apply to activate filters or Clear to remove them.
• The Actions column includes View to see target details, Edit to modify the target (if not completed), and Delete to remove it permanently.

Sales Invoice Integration

• When a sales invoice is posted, the system automatically identifies the agent assigned to the customer, verifies the agent has an active commission plan, calculates the sales amount based on the plan’s calculation method (Gross Sales – total including tax, Net Sales – subtotal without tax, Profit Margin – subtotal minus discount), computes the commission amount according to the plan type (Percentage – sales × rate%, Fixed – fixed amount, Tiered – applicable tier rate, Hybrid – base% plus tier bonus), creates a commission record with “Pending” status, and updates the agent’s sales target achievement.
• Commission calculation occurs only when the sales invoice is posted, an agent is assigned to the customer, the agent has an active commission plan, and the sales amount qualifies under the plan’s calculation method.

Commission Calculations

• When sales invoices are posted, the system automatically assigns the agent to the customer, checks if the agent has an active commission plan, calculates the commission based on the plan’s method and type, creates a “Pending” commission calculation record, and updates the agent’s sales target achievement.
• On the list page, you’ll get to see all commission calculations in a table of columns, including invoice, Agent, Calculation date, sale amount, commission rate, commission amount, and status (pending, approved), and action.
• Use the Search bar to find specific commissions, and apply filters using the Agent dropdown, Status dropdown. Click Apply to activate filters or Clear to remove them. Available action columns you can use the approve to convert pending status to approved, view to see all details, and delete to remove the data.
• Commission is only calculated when the invoice is posted, the agent is assigned to the customer, the agent’s employment status is Active, the commission plan is Active and within the effective date range, and the customer assignment status is Active.
• To approve commissions, navigate to the Commission Calculations page, filter for Pending commissions, view details by clicking “View” in the Actions column, verify sales amounts and commission rates, then click “Approve” or “Reject.” The system records the approval date and the approver.
• Commission Status Flow: Pending → Approved → Paid

Commission Adjustments

• To create a commission adjustment, click the “Create” button at the top-right corner of the Commission Adjustments page. Select Sales Agent from the dropdown (populated from the sales agent section), select the commission calculation from the dropdown(comes from the commission calculation section), choose the adjustment type from the dropdown (Bonus, penalty, correction), add the Adjustment amount, set the adjustment date, and write the adjustment reason.
• The list page shows all commission adjustments with columns for Agent, Adjustment Type, Adjustment Amount, date, Status (pending, approved, rejected), and Actions.
• Use the Search bar to find specific adjustments, and apply filters using the Agent dropdown, Adjustment Type dropdown, and Status dropdown. Click Apply to activate filters or Clear to remove them.
• In the action column, you can use the approve to convert pending status to approved, reject to convert pending status to rejected, view to see all created data, edit to modify the information, and delete to remove data permanently. When you convert the status edit option automatically removes.

Commission Payments

• Navigate to the Commission Payments page and click “Create” at the top of the page to add a commission payment. Fill in the required details, including the set payment date, select the agent from the dropdown (populated from the sales agent section), choose the bank from the dropdown (generated from the accounting Add-On), and enter the reference number.
• According to your selected agent name, you’ll get to see the outstanding commission section that shows all unpaid commissions for the selected agent. Each commission entry displays the commission ID, type (such as Executive Sales Incentive), the outstanding balance, and the total amount. Click the “Add” button to move a commission to the Selected Allocations panel.
• Selected Allocation: Displays the commissions you’ve chosen to pay. You can adjust the payment amount for each allocation or remove it entirely using the delete icon.
• The Payment Amount field automatically calculates based on your selected allocations. You can manually adjust this amount if needed. Add any additional notes.
• The list page displays the payment table in columns, including Payment Number, Payment Date, Agent, Payment Amount, Status, and Actions.
• Use the search bar to find specific commission payments, and apply the following filters: select agent from the dropdown, choose status from the dropdown, and set the payment date range. Click “Apply” to activate your filters or “Clear” to reset them.
• Available action column: use cleared to convert the pending status to cleared, reject to convert the pending status to cancelled, view to see the payment details, and delete to remove the payment permanently. Once your status is approved, you can only use the view button to see the payment.
• When you click the clear action button, your commission calculator section automatically sets to paid status entry. All these payment entries can be seen in the journal entry section. 

Sales Agent Reports

• Before you can see any reports, you need to tell the system what information you want to see. At the top of the page, you’ll find three options to choose from.
• First, select the sales agent from the dropdown (populated from the sales agent section), and set the start and end dates. After that, click the “Generate Reports” button on the right side, and the system will show you the agent performance report information.
• In the agent performance report section, you’ll get to see the sales performance of each agent during the selected time period. It displays the agent’s name and three key figures, such as Commissions, Payments, and Pending status.
• These numbers are shown in both a chart format and a detailed breakdown below, including agent name, commission, payment, and pending status data during the selected period.
• Below, you also see the targeted achievement report data in a separate section.