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What Is Sales Commission Tracking?

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Quick answer

Sales commission tracking is the ledger of what each solar sale earned a rep, what was paid and what was clawed back. Solar pay is usually split by milestone, such as 30% at signing and 70% at install, so the ledger must follow each job until it is installed or cancelled.

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Key takeaways

  • On one 10 kW, 31,000 USD job, four example plans pay 1,550 to 4,250 USD gross, or 0.16 to 0.43 USD per watt.
  • Those gaps come from the example rates, which are taken from different sources. They do not rank the plan types.
  • With a 30/70 payout, 465 to 1,275 USD is paid before install. That is the amount at risk if the install cancels.
  • The sources give different clawback rules: a 30-day example, a 90-day window and recovery in the next pay cycle.
  • Job changes alter pay. One source says a revision, costed at 750 USD, may come out of a redline rep’s commission.

To run commission tracking in software instead of a spreadsheet, see the best solar commission tracking software.

Sales commission tracking at a glance

Tracking turns a written pay plan into a ledger. The ledger shows what each deal earned, paid and recovered.

ItemDetail
Core calculationGross commission from the plan formula, minus adders, split by payout milestone, minus any clawback
UnitUSD per watt or per kW, percent of contract, or flat USD per deal
Where it mattersRep pay accuracy, cash timing, and cancellation risk
Standard or ruleNo single standard is cited. The written plan sets triggers and clawback terms
In softwareCommission tools, solar CRMs and ERP suites. See best solar commission tracking software

Why commission tracking matters for installers

Commission moves with every contract change, so tracking has to follow the job, not just the sale. A 30% payment at signing is cash at risk: 465 to 1,275 USD in our worked example if the install cancels.

Scanifly says a revision may come out of a redline rep’s commission. Redesigns and re-permitting may also delay pay.

In our example the same job pays 1,550 to 4,250 USD by plan, so one spreadsheet formula misstates pay.

How are solar sales commissions structured?

Sources quote a percent of contract, a rate per kW or a redline spread. Milestone timing, draws and clawbacks sit on top of the pay formula. Typical ranges differ by source, and even Rework’s two pages differ, so treat each figure as that source’s example.

This table shows the pay formulas.

StructureWhat the source showsSource
Per watt with a redlinePriced at 3.00 USD per watt with a 2.50 USD redline, the rep earns 0.50 USD per watt. The redline is the minimum price that goes to the installer.Scanifly, 2024
Flat percentage of contract3% to 10%, with 5% to 8% most commonEverstage
Flat percentage of contractUsually 2.5% to 5% of contract valueRework, comp design guide
Flat percentage of contractCommon range of 8% to 15% of contract priceRework, unit economics page
Flat percentage of contract5% of a 32,000 USD contract (1,600 USD)Sequifi
Per kW200 USD per kW installed, paid at installation completeRework
Per kW200 USD per kW sold, in its exampleEverstage
Tiered by volume4% on the first five deals in a month and 6% from the sixthEverstage
Tiered by volumeA rate step of 0.5% above 500,000 USD soldSequifi
Base plus commission40,000 USD base plus 4% per saleEverstage
Base plus commission50,000 USD base plus 350 to 500 USD per kWSales Cookie
Flat fee per deal1,200 USD per funded deal, paid within 10 business days of fundingRework

This table shows timing and recovery.

StructureWhat the source showsSource
Milestone payout30% at signing and 70% at install or permission to operateEverstage. Sequifi
Milestone payout50% upfront and 50% on completionSales Cookie
Milestone payoutSign, fund and install listed as triggersRework
Recoverable draw1,000 to 1,500 USD per deal signed on install-triggered plansRework
Recoverable drawA 2,000 USD monthly ramp drawSequifi
ClawbackCancellation within 30 days as an example triggerEverstage
ClawbackA 90-day window called common. 25% to 50% partial recovery if a sign-triggered deal cancels before installRework
ClawbackRecovery from the next pay cycleSequifi

For how a redline is set and how it differs from a margin split, see redline and commission pricing. The cost per watt page covers the price input.

How does commission tracking work?

Each deal moves through a few events. Each event can create a payment or a recovery. The steps below combine what the sources describe.

  1. Record the deal: system kW, sold price, rep, any setter, and lead source.
  2. Define the pay trigger. Rework names sign, fund and install. Everstage notes that pay is often held until permission to operate.
  3. Work out gross commission with the plan formula, then apply adders or overrides.
  4. Release pay at each milestone, for example 30% at signing and 70% at install.
  5. Log every later change as a signed line. This covers a design revision, a cancellation or a clawback. Sequifi’s example shows a cancelled install as a negative 1,600 USD line, recovered in the next cycle.
  6. Review and approve each line before payment. Sequifi’s page says its ops team reviews every line first.

Worked example: one job, four plans, and a cancellation

The same 10 kW job pays a rep 1,550 to 4,250 USD, depending on the plan. A cancellation puts the share paid before install at risk.

Two bar charts: gross commission on one 10 kW job under four plans, and commission recovered when the sale cancels before or after install

Figure 1. A 30% signing payment puts 465 to 1,275 USD at risk before install. A 50% clawback after install recovers 775 to 2,125 USD.

Inputs are illustrative. The rates come from different sources, so the plans are not equal in value.

InputValue
System and price10 kW at 3.10 USD per watt, contract 31,000 USD
Redline and adder2.60 USD per watt. One 750 USD revision charged to the rep (Scanifly)
Flat plan5% of contract (Sequifi example rate)
Per-kW plan200 USD per kW (Rework)
Tiered plan4% on deals 1 to 5 in the month, 6% from deal 6. This is the rep’s sixth deal (Everstage)
Payout and clawback30% at signing, 70% at install. Full recovery of the signing payment before install. 50% clawed back after install (assumed)

Rework describes full recovery before funding and 25% to 50% before install, so set your own share. Scanifly says a rep may lose "some or all" if the contractor must fix a defect.

This table shows what each plan pays at each milestone.

PlanGross (USD)USD per wattPaid at signingPaid at install
Redline per watt4,2500.431,2752,975
Flat 5%1,5500.164651,085
Per kW2,0000.206001,400
Tiered, deal 61,8600.195581,302

This table shows what is recovered if the sale cancels.

PlanRecovered, cancelled before installRecovered, cancelled after install
Redline per watt1,2752,125
Flat 5%465775
Per kW6001,000
Tiered, deal 6558930

The redline row is 0.50 USD times 10,000 W, which is 5,000 USD, less the 750 USD adder. If the job were the rep’s third deal, the tiered plan would pay 1,240 USD. The before-install column assumes full recovery. The calculator lets you set a 25% to 50% share instead.

Solar sales commission calculator

Enter your own plan rates, including the share recovered before install. You will see gross pay, milestone payments and recovery for the four plan types. It is a planning aid. It does not replace your written plan.

Open the calculator on its own page

How solar software handles commission tracking

For solar commission, a tool needs to support your plan type, take milestone triggers from your CRM, write clawbacks as negative lines and require approval before payment. The table rates only what each page says.

  • Yes: the page states the feature.
  • Partly: it states some parts but not all.
  • Not stated: the page checked does not mention the feature. That does not mean the tool lacks it.
  • No: the page says the tool does not do it.
SoftwareDoes it calculate solar-style commission plans?
SequifiYes
SolarSuccess (Blu Banyan)Partly
SoloPartly
QuotaPathPartly
CaptivateIQNot stated
EverstageNot stated
Sales CookieNot stated
EnerfloNo

How each tool does it, with notes:

  • Sequifi. Its solar commission page states automatic setter and closer splits, milestone payouts, overrides and clawbacks, with approval of each line. Its examples are illustrative, and it names Solo and Enerflo as CRM feeds.
  • SolarSuccess (Blu Banyan). Solar CRM page says it enables accurate commission calculations and shows redlines, adders and milestone variables beside the project. Clawbacks are not mentioned on the page checked.
  • Solo. Help page answers yes to calculating rep commissions, via an adder in the proposal menu or a base price per watt. Milestones and clawbacks are not named.
  • QuotaPath. Pricing page lists a plan builder, team plans, overrides, discrepancy resolution and approvals to payouts. Not solar-specific. Milestones, clawbacks and draws not mentioned on that page.
  • CaptivateIQ. Incentives page names tiers, accelerators, bonuses, splits, overlays and draws. Clawbacks, milestones and solar are not mentioned on the page checked.
  • Everstage. Rated on its solar guide only. We cite no product page, so this shows what we read, not what the tool does.
  • Sales Cookie. Rated on a 2020 company blog that gives solar plan examples and never mentions clawbacks. We cite no product page.
  • Enerflo. A help article dated 8 April 2026 states that Enerflo does not calculate commission.

Tools that handle solar-style plans are compared in the best solar commission tracking software list.

Common mistakes with commission tracking

FAQs

What is a redline in solar commission?

Scanifly describes it as the minimum price per watt that must go to the installer. The rep earns the sold price above it. For example, 3.00 USD sold against a 2.50 USD redline gives 0.50 USD per watt.

Is per-kW commission the same as per-watt?

The unit differs, but the maths is the same, because 1 kW is 1,000 W. A 200 USD per kW rate equals 0.20 USD per watt. Sources quote per-kW rates for flat pay. They quote per-watt prices for redline plans.

How long does a clawback window last?

Windows differ by source. Everstage gives cancellation within 30 days as an example trigger. Rework calls a 90-day window from sign common and reasonable. Scanifly ties post-install clawback to defects the contractor must fix, not to a time window.

When is solar commission usually paid?

Sources show several triggers: sign, funding, install and permission to operate. Everstage says pay is often held until permission to operate. Rework calls funding the most common trigger in well-run solar companies. Your own written plan sets the real trigger.

Next step: test your own plan on one past cancelled job in the calculator, then shortlist tools in the best solar commission tracking software list.

Sources

Last updated 30 October 2026. Next scheduled review: 30 January 2027.

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