The New Standard for Incentive Management

Pull in siloed data from your CRM, HRIS, Invoicing Systems, ERP, Data Warehouses and more through native integrations and APIs. Prepare your data for commission calculations with the AI Databook Assistant, applying joins, groups, and filters in minutes through quick prompts.

Without writing a single line of code, build your commission plan logic from scratch or with templates, and keep the momentum going by launching SPIFs anytime in the quarter. Before publishing, model your plans using historical performance data with Everstage’s Time Machine feature, estimate spending for a selected time period, and optimize for maximum profitability.

With a role-based access control system built for scale, give your teams access only to the data they need to get their job done. Create custom roles and define data-level permissions to ensure protection and compliance.

Cut down on repetitive coordination by building workflows that act on your live commission data. Configure triggers to run on a schedule or when data changes, and send targeted alerts through email, Slack or Microsoft Teams to keep relevant stakeholders informed.

Remove the administrative burden of managing user information manually. Simplify user management with the AI Onboarding Assistant, which handles the entire user lifecycle including adding new hires, updating roles and importing payees in bulk.

Give your sales teams and leadership an avenue to review and approve commission calculations before processing payroll. Set up workflows with multi-stage approvals to build trust in the commission process and guarantee payout accuracy. Handle exceptions and overrides effortlessly, and track them in audit logs.

Maintain all commission-related queries in one place with in-app query resolution to ensure confidence and trust in the process, and maintain documented communication for all relevant stakeholders.

Save several hours spent on creating and sending out commission contracts by automating the process from start to finish. Send reminders, and track contract signatures to ensure that contracts are signed within the defined time frame.

Build trust with sales teams by offering real-time visibility of their quota attainment and earnings in their currency. Provide complete context on the logic behind payout calculations, a granular breakdown of commissions, and the ability to trace commissions back to plan components.

Give payees the ability to ask payout-related questions in natural language with the Crystal AI Agent and provide them with proactive recommendations on which deals to prioritize. Allow them to modify deal attributes like deal size and contract duration to understand how various alterations can impact their payouts even before they close the opportunities in their pipeline.

Give your payees real-time commission visibility in Slack, Microsoft Teams, and Gmail with the Everstage Connectivity Bundle. . Your payees can also stay updated with anytime access to their Everstage dashboard and statements within their Salesforce account.

Organize your commission data with Everstage's out-of-the-box BI dashboards. Create meaningful visualizations for your leaders and stakeholders. Get the essential insights by combining Everstage's commission metrics with external data for end-to-end context on sales performance, commission spending, and more.

Create reports on commission for increased visibility. Take advantage of data transformations to enrich the reports for better context-setting while processing payouts, building payout-related dashboards, and annual planning.

Save time by automating expense reporting with Everstage’s ASC606 reports. Simplify amortization, get waterfall views, and recognize expenses to provide unified audit trails for revenue matching.