Describe your commission plan and approval chain. Makeform creates an internal commission approval form with sales results, calculation inputs, exception notes, and a clear decision.
Route commission reviews to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a commission workflow, edit the prompt, and send it to the Makeform builder.
Audience
Sales managers reviewing monthly rep payouts
Format
Rep summary with deal-level calculation table
Prompt size
254 chars
Example form structure
Rep summary with deal-level calculation table
Rep, team, and payout month
Eligible bookings and commission rate
Deals included in this payout
Supporting sales report
Manager decision and notes
Suggested routing tags
Pending manager review
Returned for correction
Approved for payroll
Ask for the plan version and calculation period so managers know which rules apply.
Step 1
Submit
rep, period, deals, and requested payout
Step 2
Verify
manager checks eligibility and calculation inputs
Step 3
Decide
approve, return, or reject with a reason
Step 4
Handoff
approved record moves to the payout queue
A review managers can complete
A structured commission approval form keeps the calculation, evidence, reviewer, and outcome together.
Capture eligible revenue, rate, accelerators, split credit, adjustments, and payout as separate fields.
Offer approve, return, and reject choices, with notes for changes or rejections.
Tag approved submissions by period and route the fields the payout owner needs.
Adapt it to the plan
Use conditional questions so reviewers see only the evidence required for that commission type.
Collect attainment, eligible bookings, rate bands, accelerators, and the applicable plan period.
List CRM opportunity IDs, close dates, revenue, discounts, cancellations, and split-credit details.
Connect the partner, referral, attribution evidence, rate, and invoice reference.
Compare original and requested amounts, classify the reason, attach evidence, and record each reviewer response.
Approval workflow
Start with the commission rules your managers actually check, then shape the fields and routing around the people responsible for the decision.
Name the payout period, eligible revenue definition, rate fields, split-credit rules, evidence, and reviewers that belong in the form.
Make identifiers and calculation inputs required. Show partner questions only for channel payouts and exception evidence only when an adjustment is requested.
Notify the assigned manager with the submitted details. For larger exceptions, add a second decision field for the sales leader or compensation owner.
Send approved records to the payout queue, return incomplete requests to the submitter, and retain the reason attached to every changed or rejected claim.
Form vs email vs spreadsheet
A spreadsheet can calculate commissions, but the manager still needs a controlled place to review the source details and record a decision.
Field guide
The useful version does more than ask for a total. These six sections give a manager enough context to reproduce the calculation, resolve exceptions, and hand off a clear result.
Payee and ownership
Use stable identifiers for the payee, manager, and person submitting the calculation.
Period and plan
Capture the payout period and plan version before asking for calculation inputs.
Source sales
Deal identifiers let managers compare the request with its sales-system record.
Calculation
Summarize the base, rate, modifiers, deductions, and requested result as separate inputs.
Evidence and exceptions
For exceptions, request the reason, supporting documents, prior calculation, and correction.
Decision and handoff
Store the reviewer, decision date, final amount, outcome, and explanatory note together.
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Open toolFAQ
Practical answers for sales managers, revenue operations teams, and compensation owners.
It is an internal record for reviewing a proposed sales commission payout. It connects the payee, period, plan, deals, calculation, evidence, requested amount, and manager decision.
Include the payee ID, period, plan version, deal IDs, eligible revenue, rates, accelerators, split credits, adjustments, requested total, evidence, and any cancellation or attribution flags.
Yes. Keep the standard path short, then reveal the reason, original amount, proposed adjustment, evidence, and extra approver only when an exception is selected.
Yes. Add separate decision sections for the direct manager, sales leader, revenue operations reviewer, or compensation owner, with each reviewer's note and date.
Return a correctable request, such as one missing a deal ID. Reject a payout deemed ineligible under the selected plan. Require a reason for either outcome.
Yes. Add a file upload for the workbook or sales report, while capturing key totals as fields so the period, requested amount, decision, and final amount remain routable.
Yes. Makeform is unlimited free for generating, editing, publishing, and using your commission approval form. The paid tier removes the Makeform badge; it does not unlock additional form responses.
Route them to the payout team with the payee ID, period, currency, final amount, and reviewer. Keep returned and rejected requests outside that queue.
Make commission review repeatable.
