Straight Commission - Billing Frequency Based Commission

This rule pays straight commission on invoices based on their billing frequency, but only for deals in the "Won" stage. Each billing type (monthly, yearly, quarterly and semiannual) has its own commission rate.

🔍 How It Works

Start node initiates the rule.
Filter node restricts the scope to deal.stage == "Won".
Multi-path node splits logic based on billing_period:

"monthly" → 2%
"yearly" → 4%
"quarterly" or "semiannual" → 5%

Each path goes through a commission node that calculates the payout based on invoice.total.
All payouts are routed to a payment node which pays 100% to the owner in the current month.

🧩 Nodes Used

Node Type	Purpose
`start`	Entry point for the rule logic.
`filter`	Filters deals where `deal.stage == "Won"`.
`multi-path`	Routes logic to separate commission tiers based on `billing_period`.
`commission`	Calculates payout using a rate and the `invoice.total` field.
`payment`	Sends payout to the deal owner in the current month.

💰 Commission Tiers

Billing Frequency	Rate
Monthly	2%
Yearly	4%
Semiannual/Quarterly	5%

📤 Payout

Recipient: Deal owner
Timing: Current month
Amount: 100% of calculated commission

🧱 Full Dolfin Diagram

{
  "edges": [
    {
      "source": "start-node",
      "target": "placeholder-718e5a4b-9d6b-48d4-850b-4e4e97bf182e",
      "type": "default"
    },
    {
      "source": "placeholder-718e5a4b-9d6b-48d4-850b-4e4e97bf182e",
      "target": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "type": "default"
    },
    {
      "data": { "pathNumber": 0 },
      "type": "multi-path",
      "source": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "target": "ee9662c1-df29-441a-ae9b-68203458dce9",
      "sourceHandle": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e00"
    },
    {
      "data": { "pathNumber": 1 },
      "type": "multi-path",
      "source": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "target": "8eefe109-b899-4b69-acd2-5af4835c23d0",
      "sourceHandle": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e01"
    },
    {
      "data": { "pathNumber": 2 },
      "type": "multi-path",
      "source": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "target": "b54b957f-c544-4001-80d8-79ba6ae9694d",
      "sourceHandle": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e02"
    },
    {
      "data": { "pathNumber": 3 },
      "type": "multi-path",
      "source": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "target": "2004e305-415f-423b-9d7a-8260ddccbb2b",
      "sourceHandle": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e03"
    },
    {
      "type": "default",
      "source": "8eefe109-b899-4b69-acd2-5af4835c23d0",
      "target": "73cd8802-87e7-45b3-8e9f-0de67b7f07be"
    },
    {
      "type": "default",
      "source": "b54b957f-c544-4001-80d8-79ba6ae9694d",
      "target": "73cd8802-87e7-45b3-8e9f-0de67b7f07be",
      "sourceHandle": null
    },
    {
      "type": "default",
      "source": "ee9662c1-df29-441a-ae9b-68203458dce9",
      "target": "73cd8802-87e7-45b3-8e9f-0de67b7f07be",
      "sourceHandle": null
    },
    {
      "type": "default",
      "source": "2004e305-415f-423b-9d7a-8260ddccbb2b",
      "target": "73cd8802-87e7-45b3-8e9f-0de67b7f07be",
      "sourceHandle": null
    }
  ],
  "nodes": [
    {
      "id": "start-node",
      "data": {},
      "type": "start"
    },
    {
      "id": "placeholder-718e5a4b-9d6b-48d4-850b-4e4e97bf182e",
      "data": {
        "id": "filter",
        "type": "condition",
        "edges": [{ "type": "default" }],
        "formData": {
          "filters": {
            "==": [
              { "var": "deal.stage" },
              "Won"
            ]
          }
        }
      },
      "type": "filter"
    },
    {
      "id": "f9e31159-f013-44e6-8cf6-ea4cb4e7e1e0",
      "data": {
        "formData": {
          "filters": [
            {
              "id": "filter-1",
              "data": {
                "and": [{ "contains": [{ "var": "billing_period" }, "monthly"] }]
              }
            },
            {
              "id": "filter-2",
              "data": {
                "and": [{ "contains": [{ "var": "billing_period" }, "yearly"] }]
              }
            },
            {
              "id": "867e1c2a-6f3e-4ce6-9f0f-aded674e5195",
              "data": {
                "or": [
                  { "contains": [{ "var": "billing_period" }, "semiannual"] },
                  { "contains": [{ "var": "billing_period" }, "quarterly"] }
                ]
              }
            }
          ]
        }
      },
      "type": "multi-path"
    },
    {
      "id": "ee9662c1-df29-441a-ae9b-68203458dce9",
      "data": {
        "formData": {
          "type": "straight",
          "percentage": 0.02,
          "calculate_over_column": {
            "name": "total",
            "type": "numeric",
            "label": "Invoice Total Amount"
          }
        }
      },
      "type": "commission"
    },
    {
      "id": "8eefe109-b899-4b69-acd2-5af4835c23d0",
      "data": {
        "formData": {
          "type": "straight",
          "percentage": 0.04,
          "calculate_over_column": {
            "name": "total",
            "type": "numeric",
            "label": "Invoice Total Amount"
          }
        }
      },
      "type": "commission"
    },
    {
      "id": "b54b957f-c544-4001-80d8-79ba6ae9694d",
      "data": {
        "formData": {
          "type": "straight",
          "percentage": 0.05,
          "calculate_over_column": {
            "name": "total",
            "type": "numeric",
            "label": "Invoice Total Amount"
          }
        }
      },
      "type": "commission"
    },
    {
      "id": "73cd8802-87e7-45b3-8e9f-0de67b7f07be",
      "data": {
        "formData": {
          "phases": [
            {
              "id": "d0d0d7ff-67e2-40a2-8902-2e17defd3abe",
              "timing": "current_month",
              "percentage": 1
            }
          ],
          "recipients": [
            {
              "id": "4e3a1c3b-49b3-4252-9b4f-2126d671c9fb",
              "recipient": "owner",
              "percentage": 1
            }
          ]
        }
      },
      "type": "payment"
    }
  ]
}

Sample test case

📄 Example Invoices for a Monthly Commission Cycle

Invoice ID	Deal ID	Billing Period	Stage	Amount (USD)	Contributes?	Commission %	Commission Value
INV-001	D-101	monthly	Won	10,000	✅ Yes	2%	200
INV-002	D-102	yearly	Won	24,000	✅ Yes	4%	960
INV-003	D-103	quarterly	Won	18,000	✅ Yes	5%	900
INV-004	D-104	onboarding	Won	8,000	❌ No	—	0
INV-005	D-105	monthly	Open	15,000	❌ No	—	0

📊 Commission Summary

Only invoices tied to Won deals and supported billing periods are considered.

Applied Logic:

Monthly invoices → 2% commission
Yearly invoices → 4% commission
Quarterly/Semiannual invoices → 5% commission
Unsupported billing periods or deal stages → 0%

Total Commission Payout:

INV-001: $200
INV-002: $960
INV-003: $900
Total: $2,060

💰 Final Payout

Rule Type: Commission
Calculation Basis: Per invoice
Timing: Paid in current month
Recipient: Deal owner
Total Commission: $2,060

Straight Commission - Billing Frequency Based Commission

On this page