Catch payout errors before they reach your reps. Eva continuously checks every commission run for payees without quotas, unlocked statements, missing data uploads needed for commission calculations, plan gaps, and data quality issues, so errors get fixed before payday instead of becoming disputes after it.

Keep plans, quotas, and ramps in sync as your sales org changes. When reps join, get promoted, change territories, or leave, Eva prepares the updates each change requires and routes them to an admin for approval before anything takes effect.

Describe a new commission plan in plain language and let Eva draft the plan logic, including criteria, tiers, formulas, and settlement rules, along with the data work behind it. Review the draft, adjust it, and publish when it is ready.

Build custom dashboards by describing what you want to see. Analytics Studio, powered by Eva, understands quota, attainment, payouts, and reporting hierarchy out of the box, so teams can track a mid-quarter plan change or answer an executive’s request the same day, with every viewer seeing only the data their role allows.

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.

Motivate reps with Crystal, Everstage’s commission forecasting. Reps see what every deal in their pipeline will pay based on the exact rules of their comp plan, then adjust deal size, close date, or product mix to see how the payout changes before the deal closes, without touching CRM data. Crystal also works inside Salesforce, so reps can forecast earnings and prioritize deals without leaving the CRM.

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.

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.