Hub/Finances/Track Sales Commissions
Task IntentFinances

Track Sales Commissions

Set up a commission tracking system for sales staff, affiliates, or influencers with automated calculation and reporting.

What This Sidekick Query Does

Set up a commission tracking system for sales staff, affiliates, or influencers with automated calculation and reporting.

Prompts

Copy, adapt, and run this directly in Shopify Sidekick.

Help me set up a commission tracking system for my Shopify store:

Commission Structure:

  Who earns commissions: [SALES STAFF / AFFILIATES / INFLUENCERS / REFERRAL PARTNERS / ALL]
  Number of commission earners: [COUNT]
  Commission type: [PERCENTAGE OF SALE / FLAT RATE PER ORDER / TIERED / MIXED]
  Commission rate(s): [LIST RATES, e.g., 10% for affiliates, 5% for staff]


Commission Rules:

  Base commission calculation:
    
      Calculated on: [GROSS SALE / NET SALE AFTER DISCOUNTS / NET AFTER RETURNS]
      Exclude shipping from commission: [YES / NO]
      Exclude tax from commission: [YES / NO]
    
  
  Tiered commission structure (if applicable):
    
      Tier 1: [0 to X sales] = [PERCENTAGE]%
      Tier 2: [X to Y sales] = [PERCENTAGE]%
      Tier 3: [Y+ sales] = [PERCENTAGE]%
    
  
  Product-specific rules:
    
      Higher commission products: [LIST PRODUCTS OR COLLECTIONS]
      Excluded products (no commission): [LIST IF ANY]
    
  
  Clawback policy:
    
      Deduct commission on returned or refunded orders: [YES / NO]
      Clawback window: [NUMBER OF DAYS]
    
  


Tracking Implementation:

  Attribution method: [DISCOUNT CODE / REFERRAL LINK / UTM PARAMETER / MANUAL ASSIGNMENT]
  Tracking app recommendation for Shopify (compare top options)
  Set up unique tracking codes or links for each earner
  Cookie duration for affiliate tracking: [30 / 60 / 90 DAYS]


Reporting Dashboard:

  Individual commission earner performance report
  Total commissions owed per period: [WEEKLY / BIWEEKLY / MONTHLY]
  Commission as percentage of total revenue
  Top performers ranking
  Commission by product or collection breakdown
  Year-to-date commission totals per earner


Payment Process:

  Payment schedule: [WEEKLY / BIWEEKLY / MONTHLY]
  Payment method: [PAYPAL / BANK TRANSFER / STORE CREDIT / OTHER]
  Minimum payout threshold: [AMOUNT]
  Payment approval workflow
  Tax document requirements (1099 for US-based earners)


Reconciliation:

  Monthly commission audit checklist
  Dispute resolution process
  Adjustment handling for post-payment returns


Provide commission tracking templates and a setup guide for the recommended Shopify app.

Expected Output

Set up a commission tracking system for sales staff, affiliates, or influencers with automated calculation and reporting.

Tips to Improve Results

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions