Gregor Koehler

Data management

This is a quick guide of how to connect Centify with HubSpot

HubSpot

Learn how the Home screen helps you to review earnings, track payout status, and manage your account.

Home

In this article, you will receive a complete guide on how to manage commission settlement in Centify, what to pay attention to, and what each section means. This article is intended for administrators who have already created incentives and targets and are now preparing their first commission settlement.

Step-by-Step Guide to Commission Settlement

Deals

The Deals section in Centify displays all deals synchronized from your connected CRM system. This view provides a complete and transparent overview of your deal pipeline and serves as the foundation for commission calculation and reporting.

What are deals (and what to do if data is wrong?)

Attainment

How to track attainments and performance metrics

Earnings

Understanding Earnings (and why they differ from Payouts)

What are Clawbacks (and how to manage them)

Payout

The Payouts section allows you to review, approve, and export commission payments for your employees.

Manage payouts

Incentives

Designing an effective commission plan is one of the most important steps in driving sales performance. Incentives not only motivate your sales team but also align their activities with company goals.

Incentive Types

Deal Participation is one of the simplest and most widely used commission models. It ensures that reps earn a percentage of each deal they close, directly tying effort to earnings. This guide walks you through every step of setting up a Deal Participation incentive in the platform.

Creating a Deal Participation Incentive

On Target Commission (OTC) is a structured incentive model where sales reps earn commission based on achieving specific sales targets within a defined period. It is closely tied to a rep’s variable salary.

Creating an On Target Commission Incentive

The Deal Bonus incentive allows you to reward your sales team with additional flat earnings on top of their standard commissions. Bonuses are typically tied to performance metrics, strategic company goals, or exceptional achievements.

Creating a Deal Bonus Incentive

Targets

By setting clear targets, you can align your sales team with company goals, drive predictable performance, and ensure fair payout calculations.

Creating a Target

Quota assignments aren’t static — they often need to change due to territory shifts, rep performance, or organizational priorities.

View and assign quotas

Users & Teams

Add and manage users

The Teams tab allows you to structure your organization into teams and hierarchies. This helps align quotas, commission rules, and reporting with your company’s structure.

Manage teams

Settings

Why do I see all deals in my deal list and not only the commissionable deals?

Can I remove deals from earnings or attainments?

Can I export my data?

What does “Hide zero values” mean on my earnings tab?

Does a change of deal values in my CRM affect the calculation in Centify?

What happens, if I click “push to payout” on my earnings tab?

I accidentally pushed an earnings to payouts, what shall I do?

What is the difference between Deal Participation and Deal Bonus?

What is a credit type on my incentive?

What does “Include deals without pipelines” mean?

Why does the payout rule not work in my Earnings tab?

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