Sales Commission Tracker Template for Pipedrive

The sheet layout

Three tabs: Won (filled from Pipedrive), Rates (typed by you) and Payouts (formulas). The Won tab columns:

The Rates tab

Column A holds each owner name exactly as Pipedrive shows it, column B the commission rate as a percentage, for example 8%. Keep a header row in row 1.

The Payouts tab

For tiered plans, replace the VLOOKUP with an IFS on the won value, or add a tier table to the Rates tab and look it up with approximate match.

// A1: won value and deal count per owner
=QUERY(Won!A:E, "select C, count(A), sum(D) where A is not null group by C label count(A) 'Deals', sum(D) 'Won value'", 1)

// D2, filled down: commission for that owner
=IF(A2="", "", C2 * IFERROR(VLOOKUP(A2, Rates!A:B, 2, FALSE), 0))

The Pipedrive filter and schedule

1. Create a deals filter in Pipedrive: status is won, won time is in the commission period (this month or this quarter).
2. Install PipedriveSheets, connect Pipedrive, and on the Won tab run Settings → Sync Setup with that filter and the five columns above.
3. Pull from Pipedrive, then fill in Rates and Payouts.
4. Set Tools → Schedule Sync to daily during the period so reps can check their numbers.

Check the totals against Pipedrive before paying out. The sheet is only as right as the filter behind it.