Shopify Sidekick/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.

Prompt / Skill

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

  1. 1

    Copy the prompt above

  2. 2

    Open Shopify Sidekick in your Shopify admin

  3. 3

    Paste the prompt and replace the bracketed placeholders with your details

  4. 4

    Review Sidekick's response and apply the suggestions

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