🎯 Purpose
Before getting started, make sure you understand how to use the reporting feature. You can refer to [this article] for guidance.
Also, since you already have a lot of data in Qobra, this feature allows you to start leveraging that information — analyzing it and turning it into actionable insights.
Below, you’ll find 5 reporting ideas to help you get started and make the most of your commission data.
☝️Note: It strikes a balance between incentivizing deal closing and ensuring accountability for revenue delivery.
🔄 Examples
1. 🏆 Team Performance Tracking
🎯Goal: Provide managers and leaders with visibility on how individuals and teams are performing against their targets, both historically and in real time.
This report helps managers and directors track individual and team performance in real time, using actual results compared to objectives.
To build it in Qobra:
Use filters by team, time period, or role.
Display key metrics like target achievement (%), bonuses earned, and performance history.
Create two views:
A manager view focused on individual attainment and progress.
A director view that ranks team members and compares team-level performance.
💡 Tip: Use bar charts or color-coded progress indicators to visualize who is ahead or behind.
2. 📊 Commission Payout Analysis
🎯 Goal: Ensure payouts are aligned with performance and identify any inconsistencies or issues in the commission plan.
This report helps finance teams and compensation admins verify that commissions paid accurately reflect sales performance and uncover any anomalies (overpayment, underpayment, or poor plan calibration).
To build it in Qobra:
Use filters by individual, team, or time period.
Display key metrics like attainment %, payout %, and deal value.
Create two views:
A comparison view that shows payout % vs. target attainment % for each rep.
A detailed view listing every deal with the corresponding commission paid.
💡 Tip: Use this report to detect mismatches — for instance, underperformers receiving high payouts, or top performers under-compensated — and adjust your plans accordingly
3. 🔮 Commission Forecasting
🎯 Goal: Estimate future commission payouts to support financial planning and help managers proactively steer performance.
This report gives finance teams and managers a forward-looking view of commissions likely to be paid based on pipeline and in-progress deals, allowing for better budget forecasting and rep motivation.
To build it in Qobra:
Filter deals by stage, expected close date, or region.
Display projected commission amounts based on current pipeline and performance trends.
Create two views:
A finance view that estimates total commission to provision by country or business unit.
A manager view that projects individual rep earnings by end of period.
💡 Tip: Use this report toward the end of a cycle to motivate reps and finalize budget allocations.
4. 💰 Payroll Export & Data Formatting
🎯 Goal: Format validated commission data for export to payroll systems or integration with internal tools.
This report ensures your data is clean, complete, and ready to be used by HR or finance without manual rework. You can customize columns and labels and automate the workflow via API if needed.
To build it in Qobra:
Include key fields such as employee name, bonus ID, payout amount, and payment date.
Apply filters or tags like “ready-to-pay” to isolate finalized data.
Rename columns to match your payroll system’s expected format.
💡 Tip: Use Qobra’s API to automate data transfer to payroll or internal systems and eliminate repetitive tasks