How to use the commission clawback calculator
- Enter the commission rate from your plan and the clawback window in days.
- List each sale with its date and amount, and give each a short name if you like.
- For a sale that was refunded, add the refund date and the refunded amount. Leave them blank for sales with no refund.
- Read the commission you keep, the total taken back and which refunds came too late to count.
Formula
Commission earned = sale amount x rate
A refund counts when 0 <= refund date - sale date <= window days
Clawback = refunded amount x rate
Commission kept = earned - clawback
Each amount is rounded to the cent. A partial refund takes back commission on the refunded part only.
Four sales at 10% with a 60 day window
Alder is a $4,000 sale refunded in full 36 days later, so the $400 commission is fully taken back. Birch is a $2,500 sale with no refund and keeps $250. Cedar is a $3,200 sale with a $1,200 refund 107 days after the sale, which is outside the window, so the full $320 is kept. Dogwood is a $1,800 sale with a $600 refund 14 days later, so $60 comes back and $120 is kept.
The commission earned is $1,150, the clawback is $460 and the commission kept is $690. Stretch the window to 120 days and the Cedar refund counts, which takes back another $120 and leaves $570.
How clawback plans differ
Plans write the rule in different ways. Some take back the whole commission when any part of an order is refunded, some take back only the refunded share, and some count the window from the sale and others from the payment date. Exchanges, chargebacks and cancelled subscriptions can each be treated differently. This tool follows one simple rule, which is the refunded amount times the rate within a window counted from the sale date, so check it against your plan wording.
If a clawback exceeds the commission you are owed in a pay period, plans differ on whether the shortfall carries forward. The Commission Draw Balance Calculator is built for balances that carry from one period to the next.
Reading the table
Each row shows the commission earned on the sale, the amount taken back and what you keep. A refund that is outside the window is shown as $0.00 (after window) so you can see that it was seen and not counted. A refund dated before the sale is rejected as an input error.
For plain commission math without refunds, see the Commission Calculator and the Sales Commission Calculator. To see how refunds change your standing against a target, use the Quota Attainment Calculator.
Assumptions and limits
- One flat rate applies to every sale. Tiers and accelerators are not modeled.
- The window is counted in calendar days from the sale date, and a refund on the last day still counts.
- A refund can be no larger than its sale. Several refunds on one sale need to be added together first.
- The rate and window are examples. Use the figures in your plan.
Frequently asked questions
Is the clawback based on the refund or the whole sale?
This tool takes back commission on the refunded amount only. If your plan reverses the whole commission on any refund, enter the full sale amount as the refund.
What if a refund comes after the window?
It is shown in the table but not counted, so you keep the commission. The stats show how many refunds were inside and after the window.
Does the order of the sales matter?
No. Each sale is handled on its own and the totals add the rounded amounts.
Can I include sales from several months?
Yes. Add as many sales as you need, up to 40, and use the dates to decide which refunds fall inside the window.