How to automate sales commissions based on QuickBooks Invoices
Palette connects with QuickBooks to automate sales commission calculation! Get started very quickly with our intuitive yet very powerful compensation engine.
3 steps to get started with Palette
Connect your CRM & Quickbooks
We developed 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.
Create plans and define your rules
We developped 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.
Invite your sales team in Palette as well as your managers, finance and HR teams so they can access the data they need.
Easily manage your sales reprensentative commissions
No more laborious calculation in Excel! The commission plan is a key element of your sales strategy and the performance of your teams. Palette allows you to manage it with serenity.
Strengthen your organization through a clear and transparent way of managing your commission plans
The benefits of healthy and simplified management of commission plans can shine through all of your teams and your organization. Thanks to Palette, save time and focus while bringing a culture of transparency.
With Palette Challenges, boost the morale of your teams and motivate your sales to exceed their goals!
In addition to calculating sales commissions, Palette also offers coaching and gamification software that gives sales managers the tools they need to coach their teams.
from CFOs to SDRs
Get the numbers right
Have a clear and real-time view into the company’s performance and payout forecast
Optimize commission plans and quotas with scenarios, back-tests and what-if analyses
Increase rep retention
Drop the hassle of maintaining outdated spreadsheets
Use a complete toolbox to manage commissions
Make your day-to-day job simpler: adjust commissions, split incentives, deal with disputes, and much more...
See your commissions calculated in real-time
Verify that no deals are missing
Run what-if scenario to forecast future earnings
The best teams
rely on Palette
Trusted by leaders
around the world
Revenue Operations Manager @ Contentfly
The implementation team is super responsive, quick to reply and always happy to jump on a meeting. They listened to our feedback and iterated fast on the product. It's exactly what we needed!We are using it to calculate the commissions of our AEs, SDRs, BDRs and Managers. It also allowed us to connect with Stripe and reconcile the Stripe charges with HubSpot deals. Palette provides visibility for each rep with customizable dashboards.
Systems Operations Manager @ Nextech AR
The Palette team was able to tkae our complex commission structure and automate it - saving us hours and hours of work each month. the design is clean and easy to understand. We love it! Palette made it easy to translate information gathered form our CRM and accounting software into clear statements to the Sales team, updated in near real-time as sales and payments were happening. It streamlined and standardized the process and way that our teams work.
Chief Financial Officer @ Play Play
Palette allowed Playplay to scale the calculation of commissions and manage complex plans. Commissions payouts are now calculated instantly, without errors. It has freed up a lot of time for our small finance team and our managers can monitor the team's performance in real-time. Bonus point for their great support!
Chief Financial Officer @ Kandji
Palette was game changer for us!Implementation was smooth and all teams are very happy with their dashboards. Finance is thrilled to not be wasting time in manual spreadsheets. Commission plans for all teams are managed and automated on Palette. (AEs, Sales Engineers, SDRs, and management). They were also able to reconcile data from SaaSOptics with HubSpot deals which was a key benefit for us. As the CFO, I now have a real-time view of the company’s performances.
Remi Knudsen Allegre
Senior VP Business operations @ SalesScreen
Looking for the next level commission management software?Your search can end here. Palette is, hands down, the most intuitive, flexible, and powerful solution out there. We design, simulate, compare, roll out and manage commission models for our entire Revenue department with Palette. Our business Operations team has saved countless hours every month and has kissed Excel spreadsheets goodbye for good.
Automate sales commission payments. Create commission rules, define a payout schedule and access monthly statements for each sales rep.
Motivate and coach with real time dashboards
Motivate sales professionals with real-time visibility into commissions. Coach your team, align everybody with company goals and drive long term sales performance.
Compare, simulate and design commission plans
Roll out new commission plans with ease. Compare plans and simulate new rules with a single click.
No more errors
Palette keeps history logs and tracks every calculation detail, helping you to reduce sales commission errors.
Reconcile revenue with CRM data
With Palette you can reconcile invoices and payments with CRM data and pay commissions to your reps only when the money is in the bank.
Create challenges with one click
Incentivize your teams on short term goals. Create a challenge targeting any KPI you want to uplift, drive better results and boost your company’s culture.