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Update to Quotaline Commissions
Snapshot Oct 24, 2026 · 13:43 UTC · version 1.0.0
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{
"description": "Calculate sales commission from a comp plan (flat, tiered marginal or retroactive, quota accelerators, caps, draws, splits, SPIFFs, clawbacks, gross margin, OTE), build per-rep commission statements from a deals CSV/XLSX, and compare two comp plans.",
"included_files": [
{
"relative_path": "agents/openai.yaml",
"size_in_bytes": 480
}
],
"name": "commission-calculator",
"skill_md_contents": "---\nname: commission-calculator\ndescription: Calculate sales commission from a comp plan (flat, tiered marginal or retroactive, quota accelerators, caps, draws, splits, SPIFFs, clawbacks, gross margin, OTE), build per-rep commission statements from a deals CSV/XLSX, and compare two comp plans.\n---\n\n# Quotaline Commissions\n\nTools:\n- `calculate_commission`: one rep. Pass the plan and either `sales_total` or `deals`.\n- `generate_commission_statements`: several reps, or an attached deals export (CSV or .xlsx). Pass the file as `file`; columns are matched automatically. Use `rep_overrides` for per-rep quota, draw or prior balance.\n- `compare_comp_plans`: two plans side by side at several sales levels.\n\nHow to fill the plan:\n1. \"5% up to 50k then 8% above\" = `tiers: [{\"up_to\":50000,\"rate\":5},{\"up_to\":null,\"rate\":8}]`.\n2. Tiers by quota attainment: `tier_unit: \"quota_percent\"` plus `quota`. Accelerators and decelerators can be rates or `multiplier`s of the base rate (`rate`, or `target_variable` / `quota`, or `ote` minus `base_salary`).\n3. Set `tier_method` only when the user says whether tiers are retroactive or marginal (stepped). Otherwise leave it out: both results are returned. Tell the user both numbers and ask which one their plan uses.\n4. Split deals: `split_percent` on the deal (one rep) or `splits` (several reps). Refunds and cancellations: `status` plus `cancel_date`; for a deal paid in an earlier period also `commission_paid`.\n5. Draw: `draw_amount` and `draw_type` (recoverable carries the shortfall forward; non_recoverable forgives it).\n\nAfter the call, report the payable amount, total earned, attainment, any clawbacks, and both tier readings when the plan was ambiguous. Share the PDF statement and Excel links; they expire after about an hour.\n\nReal estate commission splits (agent/broker shares) work as split_percent. Do not use for payroll tax, withholding or take-home pay, commission-free trading, or commissioning artwork.\n"
}SHA-256 of public snapshot: ab46b4bfc856dd0267f09edd4681fe48f38838deb0be982b11b401a4bda31171