Products and commission rules

Products define what your agency sells and what the closer earns on each sale. This is the piece that turns “this call closed” into euros: with no catalogue, TopClosers records the outcome but cannot compute any commission.

What it is

One catalogue per agency. Each product has a name, an optional default price and a commission rule: a percentage of the price, or a flat amount in euros. The agency owner manages it in Manage → Products.

Name

How the product appears when recording a sale and in the reports. Unique within your agency.

Default price

Optional. Pre-filled when the product is picked, but editable on every deal.

Commission rule

A percentage of the price sold, or a flat amount per sale.

How to set it up

1. Open Manage → Products. It is an owner-only screen.

2. Click “New product”.

3. Give it a name. Use the commercial name your team recognises, for example “Annual programme” or “Quarterly mentoring”. It cannot be repeated within the agency.

4. Enter the default price in euros, if you have one. It is only a pre-fill to speed up recording sales: every deal can be saved at its real price. If the price always varies, leave it empty.

5. Choose the commission type: “Percentage of the price” or “Flat amount”.

6. Enter the commission value. A percentage between 0 and 100, or the amount in euros. A percentage above 100 is rejected.

7. Save. The product is immediately available for recording sales.

To change anything, use the edit icon on the row. Each product shows its default price, its commission rule and how many deals have been recorded with it.

The two rules in practice

The difference between the two rules only shows when a deal does not close at list price:

Product	Rule	Sold at €4,000	Sold at €3,000
Annual programme	7 % of the price	€280 commission	€210 commission
Quarterly mentoring	Flat €150	€150 commission	€150 commission

Pick a percentage when you want discounts to cost the closer something, and a flat amount when you pay per closed sale regardless of ticket size.

How the catalogue is ordered

The list shows active products first and archived ones at the end, dimmed and tagged “Archived”. Within each group, products follow their catalogue order and, on a tie, alphabetical order. That way the list your team sees when recording a sale is always the same and always in the same place.

Archiving and restoring

A product you stop selling is not deleted: it is archived.

	Active product	Archived product
Offered when recording a sale	Yes	No
Past sales	Untouched	Untouched
Commissions already earned	Preserved	Preserved
Appears in per-product reports	Yes	Yes, as long as it has sales in the period
Can be brought back	—	Yes, with “Restore product”

Archiving never changes the past

Archiving only removes it from the picker for new sales. Calls already closed with that product keep their amount and their commission, and still appear in Commissions and Statistics.

That is why archiving always beats trying to “clean up” the catalogue: deleting the product would destroy the traceability of what was sold.

Picking the product when recording a sale

The catalogue is used from the call outcome, in Calls:

1. Open the call and edit its outcome.

2. Pick a sale outcome: Closed (collected) or Awaiting payment (sold, not yet paid). The money fields only appear for these two.

3. Select the product sold. Only active products are offered.

4. Adjust the amount if the deal did not close at the default price, and pick the payment type: cash, financed or subscription.

5. Before saving you see the closer’s commission computed from the product’s rule. On saving, that amount is frozen onto the call.

If you pick no product, the sale is still saved but its commission is €0, and both Commissions and Statistics will warn you that there are sales with no product assigned.

Which reports depend on products

• Commissions: the earned, awaiting-payment and forecast figures come from the product rule applied at the moment of the sale, plus the “By product” breakdown.
• Statistics: the revenue block uses deal amounts for cash collected, average deal size and payment mix, and shows the period’s commissions.

Deal amounts are recorded even without a product; what you lose with no catalogue is the commission and the per-product breakdown.

Things to keep in mind

• Only the agency owner creates, edits and archives products. Closers use them when recording an outcome, but cannot change them.
• Editing a product never rewrites the past. Changing price, type or commission value only affects sales recorded afterwards. To fix a specific sale, save its outcome again.
• A percentage applies to the real deal amount, not to the default price. Selling below list pays less commission.
• A flat amount ignores the amount: it pays the same whether the deal was €250 or €4,000.
• Names are unique within an agency. If you sell the same programme in two forms, tell them apart in the name (“Annual programme — one payment” and “Annual programme — financed”).

Best practices

• Build the catalogue before inviting the team to record sales. Filling in products afterwards means re-editing call by call.
• Keep the catalogue short: one product per real offer, not per price variant. Variants are handled by changing the deal amount.
• If you pay differently by payment form (say, less commission on financed deals), create separate products: the rule lives on the product, not on the payment type.
• Use the default price as your list price. Seeing how far the real amount drifts from it is one of the most useful discounting signals you have.
• When you raise commissions, do it with a new product or announce the change date: whatever was sold before is paid under the old rule.
• Review the catalogue every quarter and archive what you no longer sell, so the sales picker does not grow out of control.