🏹 Create a Hold & Release Rule

The Hold & Release (H&R) rule is used when your commission is calculated based on what is closed in the period but it will be paid when a condition is met.
Below you'll find the steps to create a H&R Rule.

1. Create your Release Condition Field

To create your release condition, you should create a field for that. The field should be of type number and should return 1 (release) or 0 (don't release).

Here is an example for a release condition based on the payment date:

IF( dataTableName.paymentDate , IF( dataTableName.paymentDate >= statementPeriod.startDate and dataTableName.paymentDate <= statementPeriod.endDate , 1 , 0 ) , 0 )

In the above example, we are checking if there is payment date then if it's in the current period then Release else don't release.

2. Create your Commission Field

The commission field is the field that will be used in the calculation of the commission. This value will either be released or not. You need to create a field with a formula to calculate your commission.

For example: A commission of 60% of the deal's MRR:
dataTableName.mrr * 0.6

3. Create your filter

You need to create a filter to get the deals that should be included in the commission. The H&R rule will be applied to the deals after applying this filter.

For example: Filtering the closed deals by a rep in period:

dataTableName.monthFieldName >= statementPeriod.startDate and dataTableName.monthFieldName <= statementPeriod.endDate and dataTableName.dealOwnerId = user.externalId and dataTableName.isWon='true'

4. Create your rule

The last step will be to create your rule. It should be a rule of type "Records Rule" with payment options "Payout" and "Hold And Release".

In the release condition, you select the field that you created in Step 1 and in the Filter you select the filter that you created in Step 3 and finally in Commission Variable you select the commission field that you created in Step 2.

5. Add metadata to the commission (optional)

If needed, you can select two more variables or fields to add the Payment Date (for instance the actual date when the customer paid your company) and a Forecast Date (for instance you can create a field that adds 3 months to the close date). Those field will later be available in the payment table, exports, reports...

Also, the tooltip of the statement report will contain this information if applicable.

If your company has complex payment workflows, in order to give more clarity to your sales reps, you can configure the name of the columns from the company configuration screen, like so:

Don't forget to save your rule!