Incentives that stay accurate from deal close to payout
Automate sales incentive calculation with approvals reversals and payout batches from governed CRM and billing events.
Sales incentives with approvals, reversals, and audit-ready payout batches
Incentive tracking breaks when commissions live in spreadsheets and change every time a deal is edited, a refund happens, or a payment arrives late. Sanka is designed to calculate incentives from governed business events and keep every approval, adjustment, and payout traceable.
Calculate incentives from orders or payments using stable rules, with idempotent re-runs and a clear audit trail.
Route exceptions to managers or finance with thresholds, reviewer history, and controlled status transitions.
Close incentives by period, export totals, and mark payout batches as paid without losing traceability.
Calculate from the events that actually matter
Start with a plan that defines the base event, rate type, and guardrails. Keep results consistent even when the source record changes.
- Base events: order confirmed or payment received
- Rate types: percentage or fixed amount
- Guardrails: minimum thresholds, caps, and eligibility rules
- Re-runs: deterministic keys so you can recalculate safely
| What finance cares about | How Sanka helps | What you can standardize |
|---|---|---|
| Paying the right amount | Rule-based calculation with audit trail | Rates, caps, minimums, eligibility |
| Paying at the right time | Period-based close with approval gates | Period definition and cutoffs |
| Handling refunds and cancellations | Reversals/adjustments as explicit records | Clawback policy and exception handling |
Handle refunds with controlled reversals (clawbacks)
Refunds and cancellations should not force a spreadsheet rewrite. Treat clawbacks as explicit adjustment records so your ledger stays explainable.
- Create negative adjustments tied to the original source record
- Keep an append-only history (what changed, who changed it, and when)
- Preserve the original calculation snapshot for audit and review
Built for governance, not just calculation
Incentives touch revenue and payroll-like processes. Controls reduce disputes and keep payout decisions defensible.
Sales reps see their own records; managers review teams; finance closes and marks payouts as paid.
Track approvals and exceptions with timestamps and reviewers so payout decisions are auditable.
Export period totals for finance operations while keeping the underlying detail traceable.
Common incentive workflows
Create draft incentives when an order is confirmed, then approve and batch-close at month end.
Calculate incentives from receipts so payouts align to collections and reduce cash timing disputes.
Create a reversal record tied to the original incentive so changes remain explainable and auditable.