Struggling to keep track of sales commissions across your team? Stop cobbling together messy spreadsheets and say goodbye to manual commission calculations. Our free HubSpot Commission Tracking template gives you instant visibility into your sales performance and commission payouts.
What is a HubSpot Commission Tracking Report?
A HubSpot Commission Tracking report is a specialized dashboard that automatically pulls your sales and deal data from HubSpot to calculate, monitor, and analyze commission payouts for your sales representatives.
This template connects directly to your HubSpot account, importing actual sales figures, opportunities won, and commission rates. It then transforms this raw data into actionable insights through visual dashboards that highlight individual performance, track team progress, and compare results against previous periods.
Unlike generic spreadsheets that require constant manual updates, this purpose-built template maintains a single source of truth between your HubSpot CRM and your commission calculations. It eliminates error-prone data entry and ensures everyone from sales reps to finance teams works from accurate, up-to-date commission information.
Benefits of using HubSpot Commission Tracking Template
- Eliminate Manual Calculation Errors – Say goodbye to formula errors and miscalculations. The template automatically calculates commissions based on your predefined rates and actual sales data, ensuring accuracy with every report.
- Gain Complete Visibility Into Sales Performance – Track both individual and team performance in one consolidated dashboard. See which reps are hitting targets, who deserves recognition, and where coaching opportunities exist—all with visual charts that make patterns instantly apparent.
- Save Hours of Administrative Work – Stop wasting time on repetitive data entry and commission calculations. The template automatically imports your HubSpot data and performs all calculations, freeing you to focus on strategic sales activities instead of spreadsheet management.
- Motivate Your Sales Team With Transparency – Give your sales reps direct visibility into their commission earnings and performance metrics. Clear, transparent commission tracking builds trust and motivates your team to close more deals.
Make Data-Driven Compensation Decisions – Analyze historical commission data and sales performance trends to optimize your commission structure. Identify which rates drive the best results and adjust your compensation strategy accordingly.
Metrics Tracked in the Report
Top-Level Summary Metrics
- Total Actual Sales with year-over-year percentage change
- Total Opportunities Won with year-over-year percentage change
- Total Actual Commissions with year-over-year percentage change
Individual Performance Metrics
- Total Sales by Owner – Track exact sales contribution per representative
- Total Commission by Owner – See commission earned by each rep, directly corresponding to their sales contribution
- Commission Rate (%) by Owner – View the percentage of sales paid as commission for each representative
Performance Analysis
- Year-over-year performance comparison
- Visual representation of individual contribution to team goals
- Commission-to-sales ratio analysis
More Metrics to track and analyze on Google Sheets
The HubSpot integration with Coefficient allows you to pull and analyze additional metrics beyond basic commission data:
- Contact Analytics – Track lead sources that generate the highest-commission deals
- Deal Pipeline Metrics – Analyze which deal stages correlate with higher commission earnings
- Call and Meeting Data – Connect sales activities to commission outcomes
- Company Information – Segment commission performance by customer size, industry, or location
- Email and Communication Stats – Identify communication patterns of top commission earners
- Product and Line Item Details – Track commissions by specific products or service offerings
- Order and Payment Information – Link payment timing to commission disbursements
Discount Analysis – Analyze how discounting affects commission earnings
Ready to streamline your commission tracking?
Download our free HubSpot Commission Tracking template today and transform how you manage sales performance. Just connect your HubSpot account, and within minutes you’ll have clear visibility into your team’s commission earnings and sales contribution.
