Targets & Commission

Used in these workflows

• Set Targets, Commission, and Leaderboard

This guide covers how to set employee performance targets and configure sales commission structures.

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Employee Lead Targets

Navigate to HR → Employee Lead Targets to manage performance targets for your sales team.

Target List

The targets page shows:

• Employee — Assigned employee
• Target Period — Monthly, quarterly, or custom date range
• Metric — What is being measured (e.g., new customers, deposits, trading volume)
• Target Value — The goal to achieve
• Current Progress — How far the employee has progressed
• Achievement % — Percentage of target achieved
• Status — Not Started, In Progress, Achieved, Missed

Figure: Employee lead targets overview

Setting Targets

1. Click Create Target (or + New Target).
2. Select the Employee (or apply to an entire team).
3. Choose the Target Period (month, quarter, or custom dates).
4. Select the Metric:
   • New Customers — Number of new customer registrations
   • Deposits — Total deposit amount
   • FTDs (First Time Deposits) — Number of first-time depositing customers
   • Trading Volume — Total lots traded by assigned customers
   • Conversions — Leads converted to active traders
5. Set the Target Value.
6. Click Save.

Figure: Creating a new employee target

Tracking Progress

• Targets update automatically as customers take actions (register, deposit, trade)
• The progress bar shows real-time achievement percentage
• Managers can view all team targets from the team view
• Employees can see their own targets from their dashboard

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Sales Commission

Navigate to HR → Sales Commission to configure and manage commission structures for your sales team.

Commission Plans

Commission plans define how employees earn commissions based on customer activity:

• Plan Name — Display name for the commission structure
• Type — Revenue share, flat rate per action, tiered, or custom formula
• Trigger — What action triggers the commission (deposit, trade, conversion)
• Rate — Commission percentage or fixed amount
• Tier Levels — Progressive rates for different achievement levels

Figure: Sales commission plan configuration

Creating a Commission Plan

1. Click Create Plan.
2. Enter the Plan Name and Description.
3. Select the Commission Type:
   • Flat Rate — Fixed amount per qualifying action
   • Percentage — Percentage of the transaction value
   • Tiered — Increasing rates at higher achievement levels
4. Define the Trigger Event — what customer action generates the commission.
5. Set the Rate(s):
   • For flat rate: enter the fixed commission amount
   • For percentage: enter the commission percentage
   • For tiered: define each tier with its threshold and rate
6. Configure eligibility rules (if applicable):
   • Minimum deposit amount to qualify
   • Customer must be active for X days
   • Only first-time deposits count
7. Click Save.

Commission Tiers Example

Tier	Threshold	Commission Rate
Bronze	0 – $10,000	5%
Silver	$10,001 – $50,000	7%
Gold	$50,001 – $100,000	10%
Platinum	$100,001+	12%

Viewing Commission Reports

Commission earnings are tracked and reported:

• Per Employee — Individual commission earnings over time
• Per Team — Aggregated team commission performance
• Per Period — Monthly/quarterly commission summaries
• Export — Download commission reports for payroll processing

Figure: Commission earnings report

tip

Align commission plans with employee targets for a cohesive incentive structure. Employees can track both their targets and commission earnings from their personal dashboard.