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Monthly commission close checklist

Use this every payout cycle — whether you still live in spreadsheets or you run PayoutLane. Built for SaaS, agencies, and brokerages.

1. Lock the deal source

Export closed-won (and refunded) deals from CRM/billing
Include amount, owner email, close date, product, stable ID
Freeze the export date so late edits don’t silently change totals

2. Confirm the plan rules

Active rates match the published comp plan
Tier thresholds and accelerators are current
Split policies for AE/SDR/partner are documented
Clawback window for refunds/churn is agreed with finance

3. Calculate the period

Import deals into your commission system (or PayoutLane)
Run the payout for the calendar month (or your cycle)
Spot-check top deals and any refunded lines

4. Approve and pay

Finance reviews totals by rep
Export CSV for payroll / AP
Mark period approved/paid
Share rep portal links (or statements) the same day

Turn the checklist into a 15-minute close

PayoutLane applies your rules, builds the report, and gives each rep a portal — then you export CSV for payroll.