Turvo Reports - Commissions

The Commissions card in Turvo Reports allows you to view your organization’s commission history or your own commission history.

This article covers the information summarized in each report available on the Commissions card, as well as the column and filter options available for each report:

To learn more about other categories in Turvo Reports, see our articles on:

Note: Some categories and some reports within each category may not be available in your tenant, depending on your current configuration.

Important note: All reports in the Commissions card require an applied filter to show results in the Summary card, and the GENERATE REPORT function must be used to view individual results. For instructions on how to use the filter functions to create reports, see our article Turvo Reports at a glance.

How commissions are calculated in Turvo

Turvo calculates commissions based on the following equation:

(x - y) * z = a

Where: 

  • x = The total billable dollar amount paid by the customer for the shipment. 
    • Found in Shipments > Details > Customers > Payments.
  • y = The total payable dollar amount owed to the carrier for the shipment. 
    • Found in Shipments > Details > Carriers > Costs.
  • z = The recipient’s commission percentage rate.
    • Users that receive commission for customer shipments and their rates are set in the customer’s profile, found in Accounts > Customers > [Account] > Details > Commissions.
  • A = The total amount paid as commission to the recipient.

Example:

On shipment 3148G-36GGB: 

  • The total amount paid by the customer (x) was $2,174.56.
  • The total amount paid to the carrier (y) was $1,210.78
  • John Doe’s commission rate for the customer is 10% (z).

Therefore, the calculation for John’s commission amount is ($2,174.56 - $1,210.78) * .1 = $96.378.

Turvo will show that John’s commission for the shipment is $96.38.

Important note: Commissions will show as a negative value in your reports until the customer has paid their bill. For example, if a customer's unpaid bill is $725.00 and John Doe's commission rate is 10%, the Commissions column on your report will show -$72.50 until the customer has paid their bill. It will then show $72.50.

Commission Report

The Commission Report provides data on the entire commission history for your organization, providing a quick view of users who are owed commissions or have already been paid for shipments that occurred over a given date range. Results are shown by shipment, meaning that separate shipments that share the same commission recipient/customer will be listed individually.

Note: This report is visible only to Financial admin users.

Important note: Both commission owners, the default commission recipients tied to customer accounts, and commission users, the one-time commission recipients tied to a shipment, are shown. See our article on Managing commission owners and additional commission users on a shipment to learn more about commission owners and commission users. 

Summary card for the Commission Report

The Summary card for this report displays the following data for shipments found in the most recently applied filter:

  • Customer bill: The total amount billed to the customer(s) for the shipments.
  • Net revenue: The total net revenue for the shipments.
  • Commission: The total commission paid to the commission recipient(s) for the shipments.
  • Recipient: The total number of users receiving commissions for the shipments.
    • Note: This field currently does not account for recipients that are repeated across multiple shipments. One recipient may be counted multiple times.
  • Customer paid amount: The total paid by the customer(s) to date for the shipments.

Information included in the Commission Report

The report considers the following information for each shipment that a member of your organization receives a commission for, all of which are available as columns in the report’s list view:

Recipient - The commission owner or commission user that receives the commission.

Pickup date - The pickup appointment date of the shipment.

Shipment ID - The Turvo shipment ID.

Customer - The shipment’s customer.

Status - Status of the shipment.

Customer Bill - Total amount billed to the customer.

Net revenue - Total revenue for the shipment.

Customer paid date - Date of customer payment.

Customer paid amount - Total paid by the customer to date.

Commission - Amount owed to the recipient.

Commission % - The recipient’s commission rate.

Delivery date - The delivery appointment date of the shipment.

Commission status - Indicates that the commission is Paid or Not paid.

Commission post date - Date the commission payment was posted.

Mode - Mode of the shipment.

Filtering for the Commission Report

R1_2023_Commission_Report_Filter.png

The Commission Report report offers the following filter options to review your commission data:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments associated with the commission.  
    • Use the default Custom selection in the drop-down and then enter a beginning and end date that are no more than 90 days apart, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
  • Paid date range: Use the Customer/Commission toggle and fields to find shipments where either the customer invoice was marked as Paid in Full or the commission was paid to the recipient within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
    • Important note: You must apply either the Date range or Paid date range filter options for the Commission Report to function.
  • Groups: See commissions for shipments that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and drop-down to select and filter for commissions for shipments with one or more of the selected status(es).
    • Multiple statuses can be included in the filter.
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter for commissions for shipments that are, or are not, in one of the selected statuses.
    • Leave this field blank to include all billing statuses.
  • Tags: Use this filter to find commissions for shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Mode: Use the drop-down to select and filter for commissions for shipments with one or more of the selected modes.
    • Leave this field blank to include all modes.
  • Commission recipient: Use this filter to see shipments associated with a user that will receive the commission. Type in a commission recipient’s name and select from the matching results shown below.
    • Only one user can be added to the filter.
    • Leave this field blank to include all commission recipients.
  • Customer: Use this filter to see commissions for shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.

My Commission Report

The My Commission Report allows commission recipients in your organization to view and manage their own commission history. This report only shows commissions for the user that is viewing the report.

Note: This report only appears for users who receive commissions.

Summary card for the My Commission Report

The Summary card for the My Commission Report displays the following data for shipments that you have/will receive a commission for and that match the applied filter:

  • Customer bill: The total amount for the shipment billed to the customer(s) for the shipments.
  • Net revenue: The total revenue generated by the shipments.
  • Commission: The total amount of commissions you have received from the shipment(s).
  • Recipient: The total number of shipments that you received a commission for.
  • Customer paid amount: The total amount paid by the customer(s) to date for the shipments.

Information included in the My Commission Report

The report considers the following information in each shipment for which you have/will receive a commission, all of which are available as columns in the report’s list view:

Recipient - The user that receives the commission.

Pickup date - Actual pickup date of the shipment.

Shipment ID - The Turvo shipment ID.

Customer - The shipment’s customer.

Status - Status of the shipment.

Customer Bill - Total amount billed to the customer.

Net revenue - Total revenue for the shipment.

Customer paid - Date of customer payment.

Customer paid amount - Total paid by the customer to date.

Commission - Amount owed to the recipient.

Commission % - The recipient’s commission rate.

Delivery date - Actual delivery date of the shipment.

Commission status - Indicates that the commission is Paid or Not paid.

Commission post date - Date the commission payment was posted.

Mode - Mode of the shipment.

Filtering for the My Commission Report

R1_2023_My_Commissions_Report_Filter.png

The My Commission Report report offers the following filter options to review your commission data:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments associated with your commissions.  
    • Use the default Custom selection in the drop-down and then enter a beginning and end date that are no more than 90 days apart, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
  • Paid date range: Use the Customer/Commission toggle and fields to find shipments where either the customer invoice was marked as Paid in Full or the commission was paid to you within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
    • Important note: You must apply either the Date range or Paid date range filter options for the Commission Report to function.
  • Groups: Use this filter to see your commissions for shipments that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and drop-down to select and filter for commissions for shipments with one or more of the selected status(es).
    • Multiple statuses can be included in the filter.
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter for your commissions for shipments with one or more of the selected billing status(es).
    • Leave this field blank to include all billing statuses.
  • Tags: Use this filter to find commissions for shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Customer: Use this filter to see your commissions for shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Entering customer accounts that you do not have commissions for will not yield results. 
    • Leave this field blank to include all customers.

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