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Commission Report

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The Commission Report calculates staff commissions for a selected date range and is filtered by Location and Employee. If you select "All Employees", the report will contain a summary tab for the entire location and display the data for each employee on separate tabs.

When selecting reporting dates, keep in mind that sales commission rates are based on your Pay Period setup, and you may get inconsistent results on reports run for a custom date range that does not correspond with a pay period.

How to Read the Commission Report

The Commission Report calculates commission for a selected date range based on PT Sales (new Agreements for member service packages), PT Events (Member Service events such as training and classes), and funding past PT events (past events that were marked completed and validated during the date range). The report can be accessed through both the Reports and Package Setup areas of Club OS.

Sample Commission Report

Commission Report sample

Commission Report Summary Fields

  • Location Name
  • Sales Person: The club employee who performed the sale or commissionable event. (This person does not have to have a Salesperson user role in Club OS.)
  • Sales Commission: The total commission earned by each Sales Person for sales of package agreements
  • PT Commission: The total Commission earned by each Sales Person for PT events (training sessions) 
  • Orientation and Assessment Commission: The total Commission earned by each Sales Person for conducting Orientations/Fitness Consultations/Assessments (Your club may or may not have this commission set up.)
  • Group Commission: The total Commission earned by each Sales Person for group events and classes
  • Total Commission: The total Commission earned by Sales Person
  • Commissionable Events: The total number of commission-based events for the selected date range where the Sales Person was the Event Owner on the Calendar. This includes all events regardless of funding or validation status. White, red, and yellow color coding indicate event status.
    • White: The event is both funded and validated; commission is payable for the selected dates
    • Red: The event is not yet funded; commission is not yet payable for the selected dates
    • Yellow: The event is not yet validated; commission is not yet payable for the selected dates
  • Attendee Status Key: Lists event status codes that may appear on the following tabs, which provide more detail on specific commissionable sales and events. Statuses include: Active, Confirmed, Canceled, Canceled - Charge, Rescheduled, No Show, No Show - Charge, Completed, Deleted Event

Commission Report Employee Tab Fields

This tab breaks down employee commission into four types: Sales (for the sales of new service package agreements), PT (for personal training events/sessions), Class (for group events and classes), and Orientations/Assessments. Click the links below to jump ahead to a specific section.

Sales Commission | PT Commission | Group Commission | Orientation and Assessments Commission

Sales Commission

Sales Commission section

Sales Commission is calculated based on new Package sales. Columns in this section include:

  • Sold Date
  • Member Name
  • Package Name
  • Amount: The total value of the package
  • Commission Type: The type of sales commission offered -- Money Collected, Down Payment Value, or Total Agreement Value.
  • Commission %: The pre-set rate for this commission
  • Total Commission: The total amount earned in this category

PT Commission

Events in this section appear if they fill one of three criteria:

  1. Event appeared on the calendar during the selected report dates
  2. Event occurred before the selected report dates, but was funded during the selected report dates
  3. Event was previously marked Complete on the calendar, but was deleted during the selected report dates. (Deleted events are not eligible for commission. If commission was calculated for an event in a previous pay period, it will be deducted from the employee's total in this report.)

PT Commission section

Columns in this section include:

  • Member Service Name
  • Training Date
  • Member Name
  • Event Status: The Attendee Status Key on the Summary tab lists the possible event statuses. An event that is Completed and Deleted in the same date range will appear here as 'CP (D)'.
  • Event Duration
  • Funded Date: The date the Member Service was funded, by the Member paying for the session or by club staff marking the event's Calendar status to 'Completed', 'Canceled - Charge', or 'No Show - Charge'. (If both of these occur, the posted date will be whichever action was most recent.)
  • Chargeable?: Verifies whether or not a Funded Date exists: 'Y', 'N', or 'N (Funded out of date range)'. If the result is not 'Y', the even is not yet eligible for commission and the row will be highlighted in red. 'N' is an unfunded event. 'N (Funded out of date range)' means that the event was eventually funded, but not within the date range of the report. (For example, an event that occurred on 6/1 and was funded on 6/20 will display as 'Funded out of date range' on a report pulled for 6/1-6/15.)
  • Validated Date: The date and time the event was set to Completed status on the calendar. This can occur in the following ways:
    • The Member checks into the club within two hours before or after the event
    • A staff member manually sets the calendar event to Completed
    • A Manager (or the Member, themselves) enters their PIN to complete the event
  • Validated By: Indicates how the event was validated.
    • If validated via Member check-in, the Member's name will appear.
    • If validated via PIN-entry, the PIN owner's name will appear.
    • If both check-in and PIN-entry occur, this field will default to showing the checked-in Member's name. 
  • Session Value: The cost of the individual Member Service. If the event is not chargeable, this field will be blank.
    • For BodyWorkz: The default price of a Member Service within Club OS may differ from a BodyWorkz default. If so, a BodyWorkz-purchased Member Service will still value at its original BodyWorkz price.
  • Subject: The Event Subject listed on the Calendar for this event
  • Commission %: The pre-set rate for this commission
  • Total Commission: The total amount earned in this category

Group Commission

Group commission section

Columns in this section include:

  • Member Service Name
  • Training Date
  • Name of Attendees: Multiple names will appear separated by commas
  • # Attendees Scheduled: The total number of attendees for the event
  • # Chargeable Attendee: The total number of chargeable attendees (If an attendee is subsequently deleted from an event, they are not considered chargeable.)
  • # Attendee Funded: The number of attendees whose purchase was funded during the selected report dates
  • # Attendee Validated: The number of attendees whose purchase was validated during the selected report dates
  • Session Value: The cost of the individual Member Service. If the event is not chargeable, this field will be blank.
    • For BodyWorkz: The default price of a Member Service within Club OS may differ from a BodyWorkz default. If so, a BodyWorkz-purchased Member Service will still value at its original BodyWorkz price.
  • Subject: The Event Subject listed on the Calendar for this event
  • Commission %: The pre-set rate for this commission
  • Total Commission: The total amount earned in this category

Orientation and Assessment Commission 

This section is used to calculate commissions for events that are generally offered to attendees at no charge, like Orientations/Fitness Consultations/Assessments. This section is available if you have an associated commission set up in Package Setup - Member Services. 

Orientation commission

Columns in this section include:

  • Member Service Name
  • Training Date
  • Member Name
  • Event Status: The Attendee Status Key on the Summary tab lists the possible event statuses. An event that is Completed and Deleted in the same date range will appear here as 'CP (D)’. (Deleted events are not eligible for commission. If commission was calculated for an event in a previous pay period, it will be deducted from the employee's total in this report.)
  • Event Duration
  • Funded Date: The date the Member Service was funded, by the Member paying for the session or by club staff marking the event's Calendar status to 'Completed', 'Canceled - Charge', or 'No Show - Charge'. (If both of these occur, the posted date will be whichever action was most recent.)
    • If you wish to award commission on these events without any payment from the Member, manually mark them as 'Completed'.
  • Chargeable?: Verifies whether or not a Funded Date exists: 'Y', 'N', or 'N (Funded out of date range)'. If the result is not 'Y', the even is not yet eligible for commission and the row will be highlighted in red. 'N' is an unfunded event. 'N (Funded out of date range)' means that the event was eventually funded, but not within the date range of the report. (For example, an event that occurred on 6/1 and was funded on 6/20 will display as 'Funded out of date range' on a report pulled for 6/1-6/15.)
  • Validated Date: The date and time the event was set to Completed status on the calendar. If the This action can occur in the following ways:
    • The Member checks into the club within two hours before or after the event
    • A staff member manually sets the calendar event to Completed
    • A Manager (or the Member, themselves) enters their PIN to complete the event
  • Validated By: Indicates how the event was validated.
    • If validated via Member check-in, the Member's name will appear.
    • If validated via PIN-entry, the PIN owner's name will appear.
    • If both check-in and PIN-entry occur, this field will default to showing the checked-in Member's name. 
  • Session Value: If the event is not chargeable, this field will be blank.
  • Subject: The Event Subject listed on the Calendar for this event
  • Commission %: The pre-set rate for this commission
  • Total Commission: The total amount earned in this category

 

Learn more about accessing, filtering, and scheduling reports.

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